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 |
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Charles Schwab Investment Advisory | 95M | $4.6B | -1% | Mar 2023 |
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Charles Schwab Investment Management | 44M | $2.1B | 6% | Mar 2023 |
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Creative Planning | 31M | $1.4B | 25% | Dec 2022 |
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Sei Investments | 30M | $1.4B | 2% | Mar 2023 |
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HBK Sorce Advisory | 18M | $789M | 113% | Dec 2022 |
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Envestnet Asset Management | 17M | $839M | -2% | Mar 2023 |
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Mercer Global Advisors | 15M | $747M | -2% | Mar 2023 |
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Sage Financial | 8.2M | $399M | 2% | Mar 2023 |
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UBS Group | 7.8M | $379M | 0% | Mar 2023 |
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Moneta Group Investment Advisors | 6.6M | $318M | 83091% | Mar 2023 |
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Campbell Wealth Management | 4.5M | $219M | 3% | Mar 2023 |
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Northwestern Mutual Wealth Management Company | 4.3M | $193M | 1% | Dec 2022 |
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Mariner Wealth Advisors | 4.1M | $186M | 3% | Dec 2022 |
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Henderson Group | 3.7M | $178M | -5% | Mar 2023 |
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Wealth Enhancement Advisory Services | 3.6M | $172M | 3% | Mar 2023 |
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Aj Wealth Strategies | 3.5M | $171M | -6% | Mar 2023 |
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Wealthsource Partners | 3.5M | $168M | -2% | Mar 2023 |
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HighTower Advisors | 3.2M | $156M | -6% | Mar 2023 |
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Koss-Olinger Consulting | 3.1M | $149M | 8% | Mar 2023 |
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JMG Financial Group | 2.9M | $141M | 2% | Mar 2023 |
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Prime Capital Investment Advisors | 2.8M | $136M | -18% | Mar 2023 |
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McAdam | 2.6M | $124M | 117% | Mar 2023 |
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Beacon Pointe Advisors | 2.4M | $118M | 4% | Mar 2023 |
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Cresset Asset Management | 2.4M | $106M | 114% | Dec 2022 |
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LPL Financial | 2.2M | $104M | 2% | Mar 2023 |
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BlueSky Wealth Advisors | 2.0M | $96M | 3% | Mar 2023 |
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Evermay Wealth Management | 1.9M | $92M | -3% | Mar 2023 |
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Aurum Wealth Management Group | 1.8M | $85M | -1% | Mar 2023 |
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Advisor Group Holdings | 1.7M | $82M | 0% | Mar 2023 |
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Orgel Wealth Management | 1.6M | $80M | -6% | Mar 2023 |
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Iwamoto Kong & Co | 1.6M | $74M | 22% | Dec 2022 |
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Adams Wealth Management | 1.6M | $77M | -15% | Mar 2023 |
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Kuntz Lesher Capital | 1.5M | $73M | 3% | Mar 2023 |
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Northwest Quadrant Wealth Management | 1.5M | $71M | 2% | Mar 2023 |
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United Capital Financial Advisers | 1.4M | $65M | -4% | Dec 2022 |
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Scarborough Advisors | 1.4M | $64M | 16% | Dec 2022 |
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Bangor Savings Bank | 1.4M | $67M | -2% | Mar 2023 |
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Assetmark | 1.4M | $66M | 20% | Mar 2023 |
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CI Private Wealth | 1.3M | $65M | 14% | Mar 2023 |
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Bank of America Corporation | 1.3M | $61M | -4% | Mar 2023 |
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Curi Wealth Management | 1.2M | $59M | 4% | Mar 2023 |
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Integrated Wealth Concepts | 1.2M | $59M | 1% | Mar 2023 |
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AE Wealth Management | 1.1M | $55M | 4% | Mar 2023 |
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Sequoia Financial Advisors | 1.1M | $54M | -5% | Mar 2023 |
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HB Wealth Management | 1.1M | $53M | 1% | Mar 2023 |
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Sontag Advisory | 1.1M | $51M | -2% | Mar 2023 |
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Cambridge Investment Research Advisors | 1.0M | $51M | 1% | Mar 2023 |
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Meridian Wealth Partners | 1.0M | $50M | -4% | Mar 2023 |
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Morgan Stanley | 976k | $44M | 100% | Dec 2022 |
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Captrust Financial Advisors | 951k | $46M | -32% | Mar 2023 |
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Pinkerton Retirement Specialists | 918k | $44M | 4% | Mar 2023 |
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Legacy Wealth Management | 913k | $44M | -2% | Mar 2023 |
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American Trust | 901k | $44M | -26% | Mar 2023 |
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Charles Schwab Trust | 889k | $43M | 4% | Mar 2023 |
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Leverty Financial Group | 883k | $43M | 6% | Mar 2023 |
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Financial Consulate | 853k | $41M | 22% | Mar 2023 |
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Alliance Wealth Management | 852k | $41M | 0% | Mar 2023 |
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Towercrest Capital Management | 852k | $41M | 0% | Mar 2023 |
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Johnson Investment Counsel | 846k | $41M | -3% | Mar 2023 |
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Jaffetilchin Investment Partners | 807k | $39M | -7% | Mar 2023 |
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Standpoint Asset Management | 797k | $39M | 5% | Mar 2023 |
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Branch Banking & Trust Company | 796k | $39M | 2% | Mar 2023 |
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Rsm Us Wealth Management | 788k | $38M | 100% | Mar 2023 |
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Valley National Advisers | 764k | $37M | -3% | Mar 2023 |
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Riversedge Advisors | 748k | $36M | 1% | Mar 2023 |
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Buffington Mohr McNeal | 699k | $34M | 0% | Mar 2023 |
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Courage Miller Partners | 695k | $34M | -4% | Mar 2023 |
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TrueNorth | 675k | $33M | 1% | Mar 2023 |
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Ameriprise Financial | 655k | $32M | -37% | Mar 2023 |
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Appleton Partners | 652k | $32M | -1% | Mar 2023 |
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Moneywise | 647k | $31M | 6% | Mar 2023 |
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Ashford Advisors | 647k | $31M | -3% | Mar 2023 |
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Parsec Financial Management | 623k | $30M | -2% | Mar 2023 |
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Congress Wealth Management LLC / DE / | 604k | $29M | 4% | Mar 2023 |
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Foster Victor Wealth Advisors | 602k | $29M | -45% | Mar 2023 |
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Hanson McClain Advisors | 598k | $29M | -20% | Mar 2023 |
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Access Financial Services | 593k | $29M | -5% | Mar 2023 |
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Kohmann Bosshard Financial Services | 587k | $28M | 1% | Mar 2023 |
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Berger Financial Group | 581k | $28M | -22% | Mar 2023 |
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Financial Management Professionals | 574k | $28M | 0% | Mar 2023 |
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CFG Asset Management | 574k | $28M | 4% | Mar 2023 |
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McGlone Suttner Wealth Management | 572k | $28M | 22% | Mar 2023 |
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Harbour Investments | 570k | $28M | 14% | Mar 2023 |
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Advanced Asset Management Advisors | 563k | $27M | 0% | Mar 2023 |
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Matrix Trust | 551k | $27M | 2% | Mar 2023 |
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Cantor Fitzgerald, L. P. | 548k | $27M | -28% | Mar 2023 |
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Huntington Asset Advisors | 543k | $25M | -12% | Dec 2022 |
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Wells Fargo & Company | 536k | $24M | 46% | Dec 2022 |
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Ballast Advisors | 510k | $25M | 0% | Mar 2023 |
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Manchester Financial | 508k | $25M | 5% | Mar 2023 |
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Jpmorgan Chase & Co | 501k | $0 | -9% | Mar 2023 |
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CLS Investments | 500k | $23M | -2% | Dec 2022 |
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Savant Capital Management | 491k | $24M | -16% | Mar 2023 |
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Dravo Bay | 490k | $24M | 2% | Mar 2023 |
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Avenue 1 Advisors | 480k | $23M | 12% | Mar 2023 |
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Athena Investment Management | 477k | $23M | 0% | Mar 2023 |
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Marshall Financial Group | 476k | $23M | -2% | Mar 2023 |
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SNS Financial | 467k | $23M | 10% | Mar 2023 |
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FIDELIS iM | 465k | $23M | 9% | Mar 2023 |
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Kavar Capital Partners Group | 464k | $21M | 0% | Dec 2022 |
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Valicenti Advisory Services | 458k | $22M | -7% | Mar 2023 |
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Kolinsky Wealth Management | 456k | $22M | 0% | Mar 2023 |
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Milestone Investment Advisors | 455k | $22M | 1% | Mar 2023 |
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Bristlecone Advisors | 444k | $22M | 0% | Mar 2023 |
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Sage Financial Management Group | 442k | $21M | -22% | Mar 2023 |
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YCMNET Advisors | 439k | $21M | -44% | Mar 2023 |
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Royal Bank of Canada | 436k | $20M | 2% | Dec 2022 |
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Bsc Private Wealth Management | 436k | $21M | -3% | Mar 2023 |
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Your Advocates | 418k | $20M | 378% | Mar 2023 |
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Diversified | 416k | $20M | -18% | Mar 2023 |
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Burt Wealth Advisors | 415k | $20M | 5% | Mar 2023 |
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Schneider Downs Wealth Management Advisors | 409k | $20M | 3% | Mar 2023 |
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Commonwealth Equity Services | 398k | $19M | 0% | Mar 2023 |
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Asset Dedication | 395k | $19M | 5% | Mar 2023 |
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Ancora Advisors | 394k | $19M | -7% | Mar 2023 |
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Valley Forge Investment Consultants Inc Adv | 394k | $19M | 1% | Mar 2023 |
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Baker Avenue Asset Management | 392k | $19M | 9% | Mar 2023 |
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Powers Advisory Group | 392k | $19M | 2% | Mar 2023 |
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Main Street Financial Solutions | 390k | $19M | 4% | Mar 2023 |
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Colony Group | 388k | $19M | -3% | Mar 2023 |
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Fortis Capital Management | 386k | $19M | 2% | Mar 2023 |
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Red Door Wealth Management | 383k | $19M | -6% | Mar 2023 |
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Bank Hapoalim Bm | 380k | $18M | 0% | Mar 2023 |
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Newman Dignan & Sheerar | 380k | $18M | 2% | Mar 2023 |
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Morris Financial Concepts | 377k | $18M | 4% | Mar 2023 |
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St. Johns Investment Management Company | 376k | $18M | -3% | Mar 2023 |
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Pillar Wealth Advisors | 376k | $18M | -1% | Mar 2023 |
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Dynamic Advisors Solutions | 361k | $17M | -4% | Mar 2023 |
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Gleason Group | 358k | $17M | 6% | Mar 2023 |
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Raymond James Financial Services Advisors | 352k | $17M | 153% | Mar 2023 |
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Revolve Wealth Partners | 347k | $17M | -36% | Mar 2023 |
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Blue Bell Private Wealth Management | 337k | $16M | -4% | Mar 2023 |
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MAI Wealth Advisors | 331k | $16M | -4% | Mar 2023 |
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Provident Wealth Management | 328k | $16M | -1% | Mar 2023 |
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Hengehold Capital Management | 316k | $15M | -1% | Mar 2023 |
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Koesten, Hirschmann & Crabtree | 316k | $15M | 3% | Mar 2023 |
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Aptus Capital Advisors | 314k | $15M | 23% | Mar 2023 |
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Sound View Wealth Advisors Group | 314k | $15M | 57% | Mar 2023 |
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Ascension Capital Advisors | 308k | $15M | 0% | Mar 2023 |
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PBWM Holdings | 306k | $15M | 0% | Mar 2023 |
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Coldstream Capital Management | 304k | $14M | 100% | Dec 2022 |
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D.B. Root & Company | 304k | $15M | -3% | Mar 2023 |
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BCS Wealth Management | 303k | $15M | 18% | Mar 2023 |
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Black Diamond Financial | 302k | $15M | 0% | Mar 2023 |
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Appleton Group Wealth Management | 302k | $15M | -4% | Mar 2023 |
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Lowe, Brockenbrough & Company | 298k | $14M | 24% | Dec 2022 |
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Chicago Partners Investment | 297k | $14M | 18% | Mar 2023 |
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Leavell Investment Management | 297k | $14M | -1% | Mar 2023 |
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Compass Advisory Group | 295k | $14M | 24% | Mar 2023 |
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Salem Investment Counselors | 291k | $14M | 1% | Mar 2023 |
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Sheets Smith Wealth Management | 288k | $14M | -6% | Mar 2023 |
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Red Cedar Investment Management | 248k | $12M | -45% | Mar 2023 |
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IFP Advisors | 219k | $14M | -63% | Mar 2023 |
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Greenwood Gearhart | 206k | $10M | -49% | Mar 2023 |
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Streettalk Advisors | 6.3k | $306k | -99% | Mar 2023 |
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