Who owns Schwab Strategic Tr us lrg cap etf?
- Ticker: SCHX
- CUSIP Number: 808524201
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr us lrg cap etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr us lrg cap etf stock
Who bought or sold Schwab Strategic Tr us lrg cap etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 149M | $9.6B | 196% | Jun 2024 |
|
| Creative Planning | 28M | $1.8B | 0% | Jun 2024 |
|
| Us Bancorp | 14M | $920M | 14534% | Jun 2024 |
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| Sei Investments | 13M | $788M | 100% | Mar 2024 |
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| HBK Sorce Advisory | 11M | $681M | 1% | Jun 2024 |
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| Sage Financial | 8.4M | $538M | 3% | Jun 2024 |
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| Moneta Group Investment Advisors | 8.0M | $514M | 3% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 6.7M | $431M | -7% | Jun 2024 |
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| UBS Group | 6.5M | $405M | -8% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 5.9M | $379M | 14% | Jun 2024 |
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| HPM Partners | 5.7M | $363M | 3% | Jun 2024 |
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| Envestnet Asset Management | 5.5M | $353M | -6% | Jun 2024 |
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| Mercer Global Advisors | 4.7M | $304M | -5% | Jun 2024 |
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| Prime Capital Investment Advisors | 4.0M | $255M | 25% | Jun 2024 |
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| Diversified | 3.9M | $251M | 5% | Jun 2024 |
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| HighTower Advisors | 3.6M | $234M | -1% | Jun 2024 |
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| Mariner Wealth Advisors | 3.4M | $217M | -1% | Jun 2024 |
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| Henderson Group | 3.3M | $214M | -9% | Jun 2024 |
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| McAdam | 3.2M | $207M | 6% | Jun 2024 |
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| Koss-Olinger Consulting | 3.2M | $206M | 100% | Jun 2024 |
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| Assetmark | 3.1M | $200M | 12% | Jun 2024 |
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| JMG Financial Group | 2.8M | $183M | -1% | Jun 2024 |
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| Beacon Pointe Advisors | 2.3M | $147M | -1% | Jun 2024 |
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| LPL Financial | 2.2M | $141M | -1% | Jun 2024 |
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| Cresset Asset Management | 2.0M | $126M | -1% | Mar 2024 |
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| Iwamoto Kong & Co | 2.0M | $129M | -2% | Jun 2024 |
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| BlueSky Wealth Advisors | 2.0M | $127M | 100% | Jun 2024 |
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| Bank of America Corporation | 1.9M | $125M | 6% | Jun 2024 |
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| Morgan Stanley | 1.8M | $118M | 2% | Jun 2024 |
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| Evermay Wealth Management | 1.7M | $112M | -1% | Jun 2024 |
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| Kohmann Bosshard Financial Services | 1.7M | $110M | 50% | Jun 2024 |
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| Kuntz Lesher Capital | 1.7M | $107M | 1% | Jun 2024 |
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| Greenwood Gearhart | 1.6M | $102M | 2% | Jun 2024 |
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| CI Private Wealth | 1.6M | $102M | 6% | Jun 2024 |
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| Northwest Quadrant Wealth Management | 1.5M | $98M | 1% | Jun 2024 |
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| Orgel Wealth Management | 1.5M | $97M | -1% | Jun 2024 |
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| Aurum Wealth Management Group | 1.3M | $85M | -14% | Jun 2024 |
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| Johnson Investment Counsel | 1.3M | $85M | 12% | Jun 2024 |
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| Steele Capital Management | 1.3M | $83M | 26% | Jun 2024 |
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| RMB Capital Management | 1.2M | $80M | -1% | Jun 2024 |
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| Bangor Savings Bank | 1.2M | $79M | -1% | Jun 2024 |
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| Financial Consulate | 1.2M | $75M | 0% | Jun 2024 |
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| Charles Schwab Trust | 1.1M | $72M | -1% | Jun 2024 |
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| Standpoint Asset Management | 1.1M | $72M | 12% | Jun 2024 |
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| Ameriprise Financial | 1.1M | $69M | 100% | Mar 2024 |
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| Colony | 1.1M | $71M | 166% | Jun 2024 |
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| HB Wealth Management | 1.1M | $68M | -1% | Jun 2024 |
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| Sontag Advisory | 1.1M | $68M | -5% | Jun 2024 |
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| Meridian Wealth Partners | 1.0M | $67M | -1% | Jun 2024 |
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| Fund Evaluation Group | 1.0M | $66M | -1% | Jun 2024 |
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| Integrated Wealth Concepts | 1.0M | $64M | -32% | Jun 2024 |
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| Cambridge Investment Research Advisors | 996k | $64M | 0% | Jun 2024 |
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| Adams Wealth Management | 948k | $61M | -1% | Jun 2024 |
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| CacheTech | 948k | $61M | 100% | Jun 2024 |
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| Berger Financial Group | 948k | $59M | 46% | Mar 2024 |
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| Sequoia Financial Advisors | 892k | $57M | -11% | Jun 2024 |
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| Resources Investment Advisors | 867k | $56M | 526% | Jun 2024 |
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| Rsm Us Wealth Management | 859k | $55M | -2% | Jun 2024 |
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| Savant Capital Management | 859k | $55M | -2% | Jun 2024 |
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| Legacy Wealth Management | 798k | $51M | -1% | Jun 2024 |
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| Jaffetilchin Investment Partners | 787k | $51M | 0% | Jun 2024 |
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| Captrust Financial Advisors | 782k | $50M | 13% | Jun 2024 |
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| Aptus Capital Advisors | 779k | $50M | 5% | Jun 2024 |
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| Valley National Advisers | 775k | $47M | 1% | Jun 2024 |
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| CFG Asset Management | 766k | $48M | 4% | Jun 2024 |
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| United Capital Financial Advisers | 759k | $49M | -7% | Jun 2024 |
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| Alliance Wealth Management | 754k | $49M | -3% | Jun 2024 |
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| Towercrest Capital Management | 754k | $49M | -3% | Jun 2024 |
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| Guardian Wealth Advisors, Llc / Nc | 738k | $46M | 5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 728k | $47M | 12% | Jun 2024 |
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| Apollon Wealth Management | 719k | $46M | -11% | Jun 2024 |
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| Buffington Mohr McNeal | 693k | $45M | 0% | Jun 2024 |
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| Harbour Investments | 686k | $44M | 1% | Jun 2024 |
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| Appleton Partners | 652k | $42M | -2% | Jun 2024 |
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| McGlone Suttner Wealth Management | 647k | $37M | 0% | Jun 2024 |
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| Wells Fargo & Company | 644k | $41M | 2% | Jun 2024 |
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| Riversedge Advisors | 633k | $41M | -9% | Jun 2024 |
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| Courage Miller Partners | 631k | $41M | -1% | Jun 2024 |
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| Pinkerton Retirement Specialists | 625k | $40M | -13% | Jun 2024 |
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| Access Financial Services | 600k | $39M | -1% | Jun 2024 |
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| Modera Wealth Management | 583k | $37M | -2% | Jun 2024 |
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| Jpmorgan Chase & Co | 583k | $37M | -7% | Jun 2024 |
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| Ashford Advisors | 572k | $37M | 0% | Jun 2024 |
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| Embree Financial Group | 570k | $37M | 5% | Jun 2024 |
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| Matrix Trust | 555k | $36M | -1% | Jun 2024 |
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| Leverty Financial Group | 551k | $35M | -3% | Jun 2024 |
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| Baker Avenue Asset Management | 544k | $34M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 535k | $34M | 0% | Jun 2024 |
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| Hanson McClain Advisors | 515k | $33M | 0% | Jun 2024 |
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| Moneywise | 509k | $33M | -3% | Jun 2024 |
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| Avenue 1 Advisors | 509k | $33M | -7% | Jun 2024 |
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| Foster Victor Wealth Advisors | 501k | $34M | -3% | Jun 2024 |
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| Dravo Bay | 491k | $32M | 8% | Jun 2024 |
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| Newman Dignan & Sheerar | 490k | $32M | 2% | Jun 2024 |
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| Northeast Financial Group | 489k | $31M | 3% | Jun 2024 |
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| Tradewinds Capital Management | 485k | $31M | 3021% | Jun 2024 |
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| YCMNET Advisors | 480k | $31M | -10% | Jun 2024 |
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| Schneider Downs Wealth Management Advisors | 477k | $31M | 9% | Jun 2024 |
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| Congress Wealth Management LLC / DE / | 476k | $30M | -1% | Mar 2024 |
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| FIDELIS iM | 472k | $29M | -1% | Mar 2024 |
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| Richardson Capital Management | 472k | $30M | 7% | Jun 2024 |
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| Burt Wealth Advisors | 467k | $30M | -1% | Jun 2024 |
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| Morris Financial Concepts | 466k | $30M | 8% | Jun 2024 |
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| Royal Bank of Canada | 463k | $30M | -2% | Jun 2024 |
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| Cornerstone Wealth Group | 461k | $30M | 0% | Jun 2024 |
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| Ballast Advisors | 457k | $29M | -1% | Jun 2024 |
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| Athena Investment Management | 455k | $29M | -3% | Jun 2024 |
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| Gleason Group | 455k | $29M | 0% | Jun 2024 |
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| Marshall Financial Group | 452k | $29M | 1% | Jun 2024 |
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| SNS Financial | 446k | $29M | -4% | Jun 2024 |
|
| Valicenti Advisory Services | 440k | $28M | -1% | Jun 2024 |
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| Kolinsky Wealth Management | 439k | $28M | 1% | Jun 2024 |
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| Thrivent Financial for Lutherans | 438k | $27M | 100% | Mar 2024 |
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| Chicago Partners Investment | 431k | $28M | 5% | Jun 2024 |
|
| Kavar Capital Partners Group | 427k | $27M | 3% | Jun 2024 |
|
| Bristlecone Advisors | 426k | $27M | 0% | Jun 2024 |
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| Gordian Advisors | 425k | $27M | -4% | Jun 2024 |
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| Manchester Financial | 421k | $27M | -1% | Jun 2024 |
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| Fortis Capital Management | 416k | $27M | 4% | Jun 2024 |
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| Orion Portfolio Solutions | 412k | $26M | -7% | Mar 2024 |
|
| Red Door Wealth Management | 409k | $26M | 1% | Jun 2024 |
|
| Milestone Investment Advisors | 408k | $26M | -6% | Jun 2024 |
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| Dynamic Advisors Solutions | 407k | $26M | 2% | Jun 2024 |
|
| Sawgrass Asset Management | 407k | $26M | 4% | Jun 2024 |
|
| Strategic Equity Management | 406k | $26M | 19% | Jun 2024 |
|
| Christensen, King & Associates Investment Services | 405k | $26M | -1% | Jun 2024 |
|
| Almanack Investment Partners | 403k | $26M | 2% | Jun 2024 |
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| Powers Advisory Group | 402k | $26M | 1% | Jun 2024 |
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| Hrc Wealth Management | 389k | $25M | 2% | Jun 2024 |
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| Goldman Sachs Group | 386k | $25M | 3% | Jun 2024 |
|
| Ascension Capital Advisors | 377k | $23M | 30% | Mar 2024 |
|
| D.B. Root & Company | 370k | $24M | 4% | Jun 2024 |
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| Sprinkle Financial Consultants | 360k | $23M | 0% | Jun 2024 |
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| Main Street Financial Solutions | 358k | $22M | 0% | Mar 2024 |
|
| St. Johns Investment Management Company | 356k | $23M | -2% | Jun 2024 |
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| Stifel Financial | 356k | $23M | -21% | Jun 2024 |
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| Carr Financial Group Corp | 349k | $22M | 4% | Jun 2024 |
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| Asset Dedication | 346k | $22M | -3% | Jun 2024 |
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| St. Louis Trust | 340k | $22M | 0% | Jun 2024 |
|
| Valley Forge Investment Consultants Inc Adv | 335k | $22M | 1% | Jun 2024 |
|
| Red Cedar Investment Management | 328k | $21M | -16% | Jun 2024 |
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| Provident Wealth Management | 320k | $21M | 1% | Jun 2024 |
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| Sound View Wealth Advisors Group | 313k | $20M | -3% | Jun 2024 |
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| Salem Investment Counselors | 313k | $20M | 0% | Jun 2024 |
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| Anchor Investment Management | 308k | $19M | 3% | Mar 2024 |
|
| Pillar Wealth Advisors | 304k | $19M | -8% | Mar 2024 |
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| Ethos Financial Group | 303k | $20M | 5% | Jun 2024 |
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| Bell Investment Advisors | 297k | $18M | 4% | Mar 2024 |
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| Hengehold Capital Management | 296k | $19M | -1% | Jun 2024 |
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| Ancora Advisors | 296k | $19M | -2% | Jun 2024 |
|
| Koesten, Hirschmann & Crabtree | 294k | $18M | -4% | Mar 2024 |
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| CWM | 292k | $19M | -10% | Jun 2024 |
|
| Branch Banking & Trust Company | 292k | $19M | -2% | Jun 2024 |
|
| MAI Wealth Advisors | 286k | $18M | -7% | Jun 2024 |
|
| Northwest Capital Management | 261k | $17M | -19% | Jun 2024 |
|
| American Trust | 127k | $7.9M | -83% | Mar 2024 |
|
| Townsquare Capital | 117k | $7.3M | -75% | Mar 2024 |
|
| Financial Management Professionals | 2.8k | $180k | -99% | Jun 2024 |
|
Who sold out of Schwab Strategic Tr us lrg cap etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Advisory | Mar 2024 | 98M | $6.1B |
| Campbell Wealth Management | Mar 2024 | 4.9M | $303M |
| Curi Wealth Management | Dec 2023 | 1.3M | $71M |
| Bank Hapoalim Bm | Mar 2024 | 380k | $24M |
| Sage Financial Management Group | Mar 2024 | 304k | $19M |