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 |
|---|---|---|---|---|---|
| Us Bancorp | 172M | $5.1B | -14% | Jun 2026 |
|
| Creative Planning | 82M | $2.4B | -1% | Jun 2026 |
|
| Moneta Group Investment Advisors | 39M | $1.1B | 4% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 38M | $1.1B | 9% | Jun 2026 |
|
| HBK Sorce Advisory | 35M | $1.1B | 1% | Jun 2026 |
|
| Sei Investments | 32M | $951M | -1% | Jun 2026 |
|
| Betterment | 29M | $843M | 0% | Jun 2026 |
|
| Sage Financial | 23M | $677M | 0% | Jun 2026 |
|
| Captrust Financial Advisors | 20M | $599M | 1% | Jun 2026 |
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| Diversified Enterprises | 19M | $554M | 3% | Jun 2026 |
|
| HPM Partners | 19M | $545M | -4% | Jun 2026 |
|
| HighTower Advisors | 14M | $411M | 0% | Jun 2026 |
|
| Koss-Olinger Consulting | 13M | $377M | 22% | Jun 2026 |
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| Jupiter Topco | 13M | $376M | 100% | Jun 2026 |
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| Henderson Group | 12M | $316M | 100% | Mar 2026 |
|
| Wealth Enhancement Advisory Services | 11M | $334M | 100% | Jun 2026 |
|
| McAdam | 11M | $322M | 7% | Jun 2026 |
|
| Bank of America Corporation | 10M | $307M | 4% | Jun 2026 |
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| Mariner Wealth Advisors | 10M | $304M | -1% | Jun 2026 |
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| Norinchukin Bank, The | 10M | $300M | 0% | Jun 2026 |
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| UBS Group | 10M | $294M | 5% | Jun 2026 |
|
| Mercer Global Advisors | 9.7M | $285M | -3% | Jun 2026 |
|
| Prime Capital Investment Advisors | 8.7M | $256M | -2% | Jun 2026 |
|
| Morgan Stanley | 8.6M | $221M | 43% | Mar 2026 |
|
| LPL Financial | 8.6M | $252M | 14% | Jun 2026 |
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| Fund Evaluation Group | 8.4M | $247M | -9% | Jun 2026 |
|
| JMG Financial Group | 8.3M | $245M | 0% | Jun 2026 |
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| Kohmann Bosshard Financial Services | 7.9M | $233M | 4% | Jun 2026 |
|
| Beacon Pointe Advisors | 7.8M | $230M | 1% | Jun 2026 |
|
| Vantagepoint Investment Advisers | 7.3M | $216M | -2% | Jun 2026 |
|
| Assetmark | 6.6M | $195M | 2% | Jun 2026 |
|
| CI Private Wealth | 6.0M | $177M | -10% | Jun 2026 |
|
| Farther Finance Advisors | 5.9M | $175M | 21% | Jun 2026 |
|
| Johnson Investment Counsel | 5.5M | $162M | 7% | Jun 2026 |
|
| Iwamoto Kong & Co | 5.4M | $160M | -4% | Jun 2026 |
|
| Northwest Quadrant Wealth Management | 5.4M | $158M | 1% | Jun 2026 |
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| Financial Consulate | 5.3M | $155M | 1% | Jun 2026 |
|
| Savant Capital Management | 5.1M | $139M | 102% | Jun 2026 |
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| BlueSky Wealth Advisors | 4.9M | $143M | -1% | Jun 2026 |
|
| Orgel Wealth Management | 4.7M | $137M | -1% | Jun 2026 |
|
| Jones Financial Companies, L.L | 4.5M | $130M | 35% | Jun 2026 |
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| AQR Capital Management | 4.5M | $133M | 13% | Jun 2026 |
|
| Envestnet Asset Management | 4.3M | $127M | 4% | Jun 2026 |
|
| Charles Schwab Trust | 4.2M | $125M | 2% | Jun 2026 |
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| BlackRock | 4.2M | $125M | 32% | Jun 2026 |
|
| Evermay Wealth Management | 4.1M | $122M | -5% | Jun 2026 |
|
| Steele Capital Management | 4.1M | $121M | 1% | Jun 2026 |
|
| FSA Investment Group | 4.1M | $119M | 7% | Jun 2026 |
|
| Integrated Wealth Concepts | 4.0M | $117M | 14% | Jun 2026 |
|
| Greenwood Gearhart | 3.7M | $109M | 5% | Jun 2026 |
|
| Cornerstone Advisors Asset Management | 3.7M | $109M | 23% | Jun 2026 |
|
| Meridian Wealth Partners | 3.6M | $105M | 2% | Jun 2026 |
|
| Advisor Group Holdings | 3.5M | $103M | 6% | Jun 2026 |
|
| Jpmorgan Chase & Co | 3.4M | $100M | 100% | Jun 2026 |
|
| Sims Investment Management | 3.3M | $99M | 1% | Jun 2026 |
|
| Colony | 3.3M | $98M | 4% | Jun 2026 |
|
| Rsm Us Wealth Management | 3.3M | $97M | -1% | Jun 2026 |
|
| HB Wealth Management | 3.1M | $93M | 3% | Jun 2026 |
|
| EP Wealth Advisors | 3.1M | $93M | -1% | Jun 2026 |
|
| RMB Capital Management | 3.1M | $92M | -14% | Jun 2026 |
|
| Aptus Capital Advisors | 2.9M | $86M | 3% | Jun 2026 |
|
| Ameriprise Financial | 2.9M | $85M | -4% | Jun 2026 |
|
| Guardian Wealth Advisors, Llc / Nc | 2.8M | $84M | 3% | Jun 2026 |
|
| Sontag Advisory | 2.8M | $84M | 1% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 2.8M | $84M | 0% | Jun 2026 |
|
| Cresset Asset Management | 2.8M | $83M | 0% | Jun 2026 |
|
| Financial Solutions Advisory Group | 2.7M | $80M | -3% | Jun 2026 |
|
| Baker Avenue Asset Management | 2.7M | $79M | -2% | Jun 2026 |
|
| Jaffetilchin Investment Partners | 2.6M | $66M | 0% | Mar 2026 |
|
| Standpoint Asset Management | 2.6M | $76M | 0% | Jun 2026 |
|
| CFG Asset Management | 2.4M | $72M | 4% | Jun 2026 |
|
| CacheTech | 2.4M | $71M | 7% | Jun 2026 |
|
| Berger Financial Group | 2.3M | $69M | -2% | Jun 2026 |
|
| Towercrest Capital Management | 2.2M | $65M | 2% | Jun 2026 |
|
| Alliance Wealth Management | 2.2M | $65M | 2% | Jun 2026 |
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| Adams Wealth Management | 2.2M | $65M | 5% | Jun 2026 |
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| Legacy Wealth Management | 2.2M | $64M | -5% | Jun 2026 |
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| Northeast Financial Group | 2.1M | $55M | 8% | Mar 2026 |
|
| Valley National Advisers | 2.1M | $62M | 3% | Jun 2026 |
|
| McGlone Suttner Wealth Management | 2.1M | $62M | 0% | Jun 2026 |
|
| SigFig Wealth Management | 2.1M | $61M | 14% | Jun 2026 |
|
| Bangor Savings Bank | 2.1M | $61M | -14% | Jun 2026 |
|
| Financial Management Professionals | 2.1M | $61M | -8% | Jun 2026 |
|
| Modern Wealth Management | 2.1M | $61M | -2% | Jun 2026 |
|
| Royal Bank of Canada | 2.0M | $58M | 3% | Jun 2026 |
|
| Pure Financial Advisors | 1.9M | $57M | -2% | Jun 2026 |
|
| Scarborough Advisors | 1.9M | $57M | -18% | Jun 2026 |
|
| Chicago Partners Investment | 1.9M | $56M | 5% | Jun 2026 |
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| Red Door Wealth Management | 1.9M | $57M | -1% | Jun 2026 |
|
| Wells Fargo & Company | 1.9M | $56M | -10% | Jun 2026 |
|
| Bleakley Financial Group | 1.9M | $56M | -1% | Jun 2026 |
|
| TrueNorth | 1.9M | $55M | 1% | Jun 2026 |
|
| Appleton Partners | 1.9M | $55M | 1% | Jun 2026 |
|
| Visionary Wealth Advisors | 1.8M | $54M | 1% | Jun 2026 |
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| Kuntz Lesher Capital | 1.8M | $54M | -1% | Jun 2026 |
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| United Capital Financial Advisers | 1.8M | $54M | -2% | Jun 2026 |
|
| Harbour Investments | 1.8M | $54M | 2% | Jun 2026 |
|
| Quantinno Capital Management | 1.8M | $53M | 8% | Jun 2026 |
|
| Richardson Capital Management | 1.8M | $53M | 0% | Jun 2026 |
|
| Kavar Capital Partners Group | 1.8M | $52M | 3% | Jun 2026 |
|
| Courage Miller Partners | 1.7M | $51M | 0% | Jun 2026 |
|
| Cetera Investment Advisers | 1.7M | $50M | 7% | Jun 2026 |
|
| Pensionmark Financial Group | 1.6M | $42M | 0% | Jun 2026 |
|
| FIDELIS iM | 1.6M | $48M | 2% | Jun 2026 |
|
| Fortress Financial Group | 1.6M | $48M | 100% | Jun 2026 |
|
| Fortis Capital Management | 1.6M | $47M | 5% | Jun 2026 |
|
| Goldman Sachs Group | 1.6M | $47M | 41% | Jun 2026 |
|
| Ascension Capital Advisors | 1.6M | $46M | 0% | Jun 2026 |
|
| Newman Dignan & Sheerar | 1.6M | $46M | 0% | Jun 2026 |
|
| FMR | 1.6M | $46M | 5% | Jun 2026 |
|
| Raymond James Financial | 1.5M | $44M | -14% | Jun 2026 |
|
| Warren Averett Asset Management | 1.5M | $43M | -2% | Jun 2026 |
|
| Matrix Trust | 1.5M | $43M | 1% | Jun 2026 |
|
| Bryn Mawr Trust | 1.5M | $43M | -3% | Jun 2026 |
|
| D.B. Root & Company | 1.5M | $43M | -1% | Jun 2026 |
|
| Foster Victor Wealth Advisors | 1.4M | $43M | 12% | Jun 2026 |
|
| Schneider Downs Wealth Management Advisors | 1.4M | $42M | 0% | Jun 2026 |
|
| Valicenti Advisory Services | 1.4M | $42M | 1% | Jun 2026 |
|
| Morris Financial Concepts | 1.4M | $42M | -3% | Jun 2026 |
|
| Pinkerton Retirement Specialists | 1.4M | $36M | 1% | Jun 2026 |
|
| Ashton Thomas Private Wealth | 1.4M | $42M | 0% | Jun 2026 |
|
| Commonwealth Equity Services | 1.4M | $42M | -3% | Jun 2026 |
|
| Access Financial Services | 1.4M | $41M | -1% | Jun 2026 |
|
| Sequoia Financial Advisors | 1.4M | $41M | -2% | Jun 2026 |
|
| Modera Wealth Management | 1.4M | $41M | -5% | Jun 2026 |
|
| Sherwood Financial Partners | 1.4M | $40M | 0% | Jun 2026 |
|
| Dynamic Advisors Solutions | 1.4M | $40M | 6% | Jun 2026 |
|
| Main Street Financial Solutions | 1.3M | $39M | 2% | Jun 2026 |
|
| St. Louis Trust | 1.3M | $16M | 0% | Jun 2026 |
|
| Bernard Wealth Management Corp. | 1.3M | $39M | 2% | Jun 2026 |
|
| Perigon Wealth Management | 1.3M | $39M | 9% | Jun 2026 |
|
| Belpointe Asset Management | 1.3M | $39M | -2% | Jun 2026 |
|
| Sherman Porfolios | 1.3M | $34M | -4% | Jun 2026 |
|
| Ashford Advisors | 1.3M | $38M | -2% | Jun 2026 |
|
| MAI Wealth Advisors | 1.3M | $38M | 4% | Jun 2026 |
|
| Gleason Group | 1.3M | $37M | 1% | Jun 2026 |
|
| Ballast Advisors | 1.3M | $37M | -6% | Jun 2026 |
|
| Ubs Global Asset Management Americas | 1.3M | $37M | -34% | Jun 2026 |
|
| Fpc Investment Advisory | 1.2M | $37M | 2% | Jun 2026 |
|
| Fortis Capital Advisors | 1.2M | $37M | -3% | Jun 2026 |
|
| Hrc Wealth Management | 1.2M | $37M | -1% | Jun 2026 |
|
| Stifel Financial | 1.2M | $36M | 0% | Jun 2026 |
|
| Cornerstone Wealth Group | 1.2M | $35M | -2% | Jun 2026 |
|
| Powers Advisory Group | 1.2M | $35M | 0% | Jun 2026 |
|
| Anchor Investment Management | 1.2M | $31M | 2% | Mar 2026 |
|
| Christensen, King & Associates Investment Services | 1.1M | $34M | -1% | Jun 2026 |
|
| Resources Investment Advisors | 1.1M | $34M | 1% | Jun 2026 |
|
| Gordian Advisors | 1.1M | $32M | 0% | Jun 2026 |
|
| Embree Financial Group | 1.1M | $32M | -15% | Jun 2026 |
|
| Provident Wealth Management | 1.1M | $31M | -1% | Jun 2026 |
|
| Ethos Financial Group | 1.0M | $30M | -16% | Jun 2026 |
|
| Csenge Advisory Group | 1.0M | $31M | -8% | Jun 2026 |
|
| Athena Investment Management | 980k | $29M | -25% | Jun 2026 |
|
| L2 Asset Management | 660k | $19M | -50% | Jun 2026 |
|