Who owns Schwab Strategic Tr us lrg cap etf?

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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 Advisory 98M $6.1B 1% Mar 2024
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Charles Schwab Investment Management 50M $3.1B 5% Mar 2024
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Creative Planning 28M $1.8B -2% Mar 2024
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Sei Investments 13M $788M -47% Mar 2024
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HBK Sorce Advisory 11M $653M 2% Mar 2024
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Sage Financial 8.2M $507M 1% Mar 2024
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Moneta Group Investment Advisors 7.6M $427M 5% Dec 2023
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Wealth Enhancement Advisory Services 7.3M $450M -3% Mar 2024
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UBS Group 6.5M $405M -8% Mar 2024
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Envestnet Asset Management 5.9M $363M -20% Mar 2024
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HPM Partners 5.5M $340M -81% Mar 2024
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Northwestern Mutual Wealth Management Company 5.2M $322M 16% Mar 2024
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Mercer Global Advisors 5.0M $326M -1% Mar 2024
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Campbell Wealth Management 4.9M $303M 6% Mar 2024
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Diversified 3.7M $231M 71% Mar 2024
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HighTower Advisors 3.7M $228M 0% Mar 2024
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Henderson Group 3.7M $228M 0% Mar 2024
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Mariner Wealth Advisors 3.4M $211M -6% Mar 2024
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Wealthsource Partners 3.2M $179M -5% Dec 2023
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Prime Capital Investment Advisors 3.1M $176M 2% Dec 2023
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McAdam 3.0M $189M 6% Mar 2024
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JMG Financial Group 2.9M $178M -1% Mar 2024
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Assetmark 2.8M $172M 94% Mar 2024
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Beacon Pointe Advisors 2.3M $132M -3% Dec 2023
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LPL Financial 2.2M $138M 0% Mar 2024
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Iwamoto Kong & Co 2.0M $127M 7% Mar 2024
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Bank of America Corporation 1.8M $113M 10% Mar 2024
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Morgan Stanley 1.8M $111M 12% Mar 2024
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Evermay Wealth Management 1.8M $101M -3% Dec 2023
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Aurum Wealth Management Group 1.7M $95M 2% Dec 2023
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Kuntz Lesher Capital 1.6M $102M 1% Mar 2024
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Greenwood Gearhart 1.6M $97M 1326% Mar 2024
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Orgel Wealth Management 1.5M $95M -5% Mar 2024
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CI Private Wealth 1.5M $93M 6% Mar 2024
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Northwest Quadrant Wealth Management 1.5M $93M 0% Mar 2024
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Integrated Wealth Concepts 1.5M $92M 2% Mar 2024
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Bangor Savings Bank 1.3M $78M -5% Mar 2024
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Curi Wealth Management 1.3M $71M 31% Dec 2023
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Johnson Investment Counsel 1.2M $74M 5% Mar 2024
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Financial Consulate 1.2M $72M 4% Mar 2024
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Kohmann Bosshard Financial Services 1.1M $71M 42% Mar 2024
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Charles Schwab Trust 1.1M $70M 12% Mar 2024
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Sontag Advisory 1.1M $69M -5% Mar 2024
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Ameriprise Financial 1.1M $69M 92% Mar 2024
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HB Wealth Management 1.1M $66M -6% Mar 2024
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Meridian Wealth Partners 1.1M $66M 0% Mar 2024
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Fund Evaluation Group 1.0M $64M -1% Mar 2024
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Steele Capital Management 1.0M $64M 1% Mar 2024
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Sequoia Financial Advisors 1.0M $62M -3% Mar 2024
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Standpoint Asset Management 996k $62M 3% Mar 2024
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Cambridge Investment Research Advisors 994k $62M -5% Mar 2024
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Adams Wealth Management 953k $59M 8% Mar 2024
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Berger Financial Group 948k $59M 46% Mar 2024
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Savant Capital Management 874k $54M -2% Mar 2024
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Rsm Us Wealth Management 873k $54M 1% Mar 2024
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United Capital Financial Advisers 814k $51M -8% Mar 2024
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Apollon Wealth Management 812k $50M -5% Mar 2024
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Legacy Wealth Management 809k $50M -6% Mar 2024
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Jaffetilchin Investment Partners 787k $49M 1% Mar 2024
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Alliance Wealth Management 776k $48M 0% Mar 2024
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Peninsula Wealth 776k $48M 100% Mar 2024
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Towercrest Capital Management 776k $48M 0% Mar 2024
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Valley National Advisers 768k $46M 0% Mar 2024
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Aptus Capital Advisors 743k $46M -2% Mar 2024
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CFG Asset Management 735k $45M 4% Mar 2024
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American Trust 729k $41M -29% Dec 2023
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Pinkerton Retirement Specialists 716k $44M -9% Mar 2024
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Riversedge Advisors 694k $43M -2% Mar 2024
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Captrust Financial Advisors 693k $43M -16% Mar 2024
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Buffington Mohr McNeal 691k $43M -3% Mar 2024
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Harbour Investments 671k $38M 4% Dec 2023
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Appleton Partners 662k $37M 6% Dec 2023
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Raymond James Financial Services Advisors 649k $40M 6% Mar 2024
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McGlone Suttner Wealth Management 645k $40M 0% Mar 2024
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Courage Miller Partners 638k $40M -1% Mar 2024
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Wells Fargo & Company 634k $39M 5% Mar 2024
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Jpmorgan Chase & Co 625k $39M 9% Mar 2024
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Access Financial Services 607k $38M -5% Mar 2024
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Modera Wealth Management 595k $37M -11% Mar 2024
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Ashford Advisors 575k $36M -5% Mar 2024
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Leverty Financial Group 570k $35M 3% Mar 2024
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Matrix Trust 560k $35M -2% Mar 2024
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Avenue 1 Advisors 549k $34M 1% Mar 2024
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Embree Financial Group 545k $34M 2% Mar 2024
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Baker Avenue Asset Management 544k $34M 0% Mar 2024
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Commonwealth Equity Services 538k $33M 5% Mar 2024
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Moneywise 527k $33M -8% Mar 2024
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Foster Victor Wealth Advisors 519k $32M -5% Mar 2024
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Hanson McClain Advisors 517k $32M -3% Mar 2024
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Newman Dignan & Sheerar 479k $30M 3% Mar 2024
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Congress Wealth Management LLC / DE / 476k $30M -1% Mar 2024
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Northeast Financial Group 473k $29M 8% Mar 2024
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FIDELIS iM 472k $29M -1% Mar 2024
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Royal Bank of Canada 470k $29M 9% Mar 2024
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Burt Wealth Advisors 469k $29M 5% Mar 2024
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Athena Investment Management 467k $29M -2% Mar 2024
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SNS Financial 465k $29M 0% Mar 2024
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Ballast Advisors 464k $29M 2% Mar 2024
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Cornerstone Wealth Group 459k $29M 100% Mar 2024
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Dravo Bay 456k $28M -7% Mar 2024
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Milestone Investment Advisors 455k $26M 0% Dec 2023
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Gleason Group 455k $28M 2% Mar 2024
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Stifel Financial 451k $28M 0% Mar 2024
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Marshall Financial Group 449k $28M 0% Mar 2024
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Gordian Advisors 445k $28M 100% Mar 2024
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Valicenti Advisory Services 443k $28M -1% Mar 2024
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Richardson Capital Management 443k $28M 100% Mar 2024
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Schneider Downs Wealth Management Advisors 438k $27M 4% Mar 2024
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Thrivent Financial for Lutherans 438k $27M -5% Mar 2024
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Kolinsky Wealth Management 437k $27M 0% Mar 2024
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Morris Financial Concepts 429k $27M 10% Mar 2024
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Bristlecone Advisors 428k $27M -2% Mar 2024
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Manchester Financial 427k $27M -5% Mar 2024
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Focus Financial Network 416k $23M 100% Dec 2023
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Kavar Capital Partners Group 415k $26M -48% Mar 2024
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Colony 415k $26M 14% Mar 2024
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Orion Portfolio Solutions 412k $26M -7% Mar 2024
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Chicago Partners Investment 409k $25M 6% Mar 2024
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Red Door Wealth Management 406k $25M 6% Mar 2024
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Fortis Capital Management 402k $25M 1% Mar 2024
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Powers Advisory Group 400k $25M -1% Mar 2024
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Dynamic Advisors Solutions 399k $25M -2% Mar 2024
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Almanack Investment Partners 395k $25M 67% Mar 2024
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Sawgrass Asset Management 392k $24M 0% Mar 2024
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Red Cedar Investment Management 392k $24M 22% Mar 2024
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Hrc Wealth Management 382k $24M -1% Mar 2024
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Bank Hapoalim Bm 380k $24M 0% Mar 2024
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Ascension Capital Advisors 377k $23M 30% Mar 2024
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Goldman Sachs Group 375k $23M -77% Mar 2024
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Financial Management Professionals 370k $23M 0% Mar 2024
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St. Johns Investment Management Company 362k $23M -9% Mar 2024
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Sprinkle Financial Consultants 359k $22M -1% Mar 2024
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Main Street Financial Solutions 358k $22M 0% Mar 2024
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D.B. Root & Company 357k $22M 13% Mar 2024
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Asset Dedication 356k $22M 2% Mar 2024
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Strategic Equity Management 341k $21M 26% Mar 2024
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St. Louis Trust 339k $21M -7% Mar 2024
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Carr Financial Group Corp 337k $21M 11% Mar 2024
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Valley Forge Investment Consultants Inc Adv 330k $21M -4% Mar 2024
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CWM 326k $20M -8% Mar 2024
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Northwest Capital Management 323k $20M -2% Mar 2024
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Sound View Wealth Advisors Group 322k $20M -2% Mar 2024
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Provident Wealth Management 316k $20M -2% Mar 2024
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Salem Investment Counselors 314k $20M 1% Mar 2024
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Anchor Investment Management 308k $19M 3% Mar 2024
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MAI Wealth Advisors 306k $19M 7% Mar 2024
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Sage Financial Management Group 304k $19M 4% Mar 2024
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Pillar Wealth Advisors 304k $19M -8% Mar 2024
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Ancora Advisors 302k $19M -3% Mar 2024
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Hengehold Capital Management 300k $19M -3% Mar 2024
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Branch Banking & Trust Company 299k $19M -48% Mar 2024
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Koesten, Hirschmann & Crabtree 294k $18M -4% Mar 2024
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Bsc Private Wealth Management 292k $18M -3% Mar 2024
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Blue Bell Private Wealth Management 285k $18M -5% Mar 2024
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Wealthcare Advisory Partners 271k $17M -31% Mar 2024
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Sheets Smith Wealth Management 264k $16M -47% Mar 2024
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Hart & Patterson Financial Group 234k $15M -50% Mar 2024
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Townsquare Capital 117k $7.3M -75% Mar 2024
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Granite Bay Wealth Management 17k $1.0M -99% Mar 2024
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AE Wealth Management 16k $1.0M -98% Mar 2024
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Tradewinds Capital Management 16k $964k -97% Mar 2024
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Brown Wealth Management 4.4k $276k -99% Mar 2024
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Who sold out of Schwab Strategic Tr us lrg cap etf?

Fund or Company Name Date Sold Shares Held Valued At
BlueSky Wealth Advisors Dec 2023 2.0M $110M
Scarborough Advisors Dec 2023 1.6M $91M
Advanced Asset Management Advisors Dec 2023 563k $32M
Huntington Asset Advisors Dec 2023 387k $22M