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
Us Bancorp 217M $4.8B 5% Mar 2025
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Creative Planning 83M $1.8B 0% Mar 2025
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Sei Investments 35M $815M 185% Dec 2024
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HBK Sorce Advisory 33M $729M 3% Mar 2025
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Moneta Group Investment Advisors 31M $690M 19% Mar 2025
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Sage Financial 25M $560M 2% Mar 2025
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Northwestern Mutual Wealth Management Company 21M $482M 221% Dec 2024
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UBS Group 19M $415M 12% Mar 2025
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HPM Partners 19M $413M 1% Mar 2025
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Captrust Financial Advisors 18M $393M 687% Mar 2025
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Wealth Enhancement Advisory Services 17M $367M -5% Mar 2025
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Campbell Wealth Management 16M $366M 209% Dec 2024
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Diversified Enterprises 15M $340M 3% Mar 2025
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Envestnet Asset Management 13M $292M -10% Mar 2025
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Mercer Global Advisors 12M $259M -2% Mar 2025
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Prime Capital Investment Advisors 11M $258M 190% Dec 2024
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HighTower Advisors 11M $256M 201% Dec 2024
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Henderson Group 11M $241M 1% Mar 2025
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Mariner Wealth Advisors 9.9M $218M -3% Mar 2025
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Koss-Olinger Consulting 9.9M $218M 0% Mar 2025
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Assetmark 9.2M $214M 194% Dec 2024
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McAdam 9.2M $203M -11% Mar 2025
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JMG Financial Group 8.1M $180M -2% Mar 2025
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Fund Evaluation Group 8.0M $176M 89% Mar 2025
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LPL Financial 6.8M $151M -3% Mar 2025
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Bank of America Corporation 6.5M $151M 225% Dec 2024
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Greenwood Gearhart 6.4M $141M 7% Mar 2025
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BlueSky Wealth Advisors 6.2M $137M 3% Mar 2025
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Beacon Pointe Advisors 6.2M $143M 190% Dec 2024
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Kohmann Bosshard Financial Services 6.2M $136M 5% Mar 2025
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Morgan Stanley 6.2M $143M 100% Dec 2024
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Iwamoto Kong & Co 6.1M $135M 4% Mar 2025
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Sontag Advisory 6.1M $134M 96% Mar 2025
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Betterment 6.0M $140M 203% Dec 2024
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Evermay Wealth Management 5.0M $111M -1% Mar 2025
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Johnson Investment Counsel 4.8M $107M 3% Mar 2025
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CI Private Wealth 4.7M $105M -4% Mar 2025
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Northwest Quadrant Wealth Management 4.7M $105M 2% Mar 2025
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Orgel Wealth Management 4.6M $102M 0% Mar 2025
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Financial Consulate 4.1M $91M 10% Mar 2025
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Standpoint Asset Management 4.0M $89M 7% Mar 2025
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Charles Schwab Trust 3.9M $87M 11% Mar 2025
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Cresset Asset Management 3.9M $90M 113% Dec 2024
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RMB Capital Management 3.8M $85M 0% Mar 2025
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Steele Capital Management 3.8M $85M 1% Mar 2025
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Leverty Financial Group 3.8M $84M 45% Mar 2025
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FSA Investment Group 3.7M $81M 6% Mar 2025
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Aurum Wealth Management Group 3.6M $80M -3% Mar 2025
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Ameriprise Financial 3.4M $75M -3% Mar 2025
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Bangor Savings Bank 3.2M $71M -8% Mar 2025
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Sims Investment Management 3.1M $68M 43% Mar 2025
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HB Wealth Management 3.1M $68M 3% Mar 2025
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Integrated Wealth Concepts 3.1M $71M 201% Dec 2024
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Meridian Wealth Partners 3.0M $69M 201% Dec 2024
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Cambridge Investment Research Advisors 2.8M $62M -9% Mar 2025
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Scarborough Advisors 2.8M $61M -20% Mar 2025
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CacheTech 2.8M $60M -7% Mar 2025
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Adams Wealth Management 2.7M $60M -8% Mar 2025
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Colony 2.7M $59M 9% Mar 2025
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Cornerstone Advisors Asset Management 2.6M $58M 8% Mar 2025
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Kuntz Lesher Capital 2.6M $57M -38% Mar 2025
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Jaffetilchin Investment Partners 2.5M $56M 1% Mar 2025
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Sequoia Financial Advisors 2.5M $56M 0% Mar 2025
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Savant Capital Management 2.5M $56M -1% Mar 2025
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Aptus Capital Advisors 2.5M $54M 3% Mar 2025
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Baker Avenue Asset Management 2.4M $54M 9% Mar 2025
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Guardian Wealth Advisors, Llc / Nc 2.4M $53M 2% Mar 2025
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CFG Asset Management 2.4M $52M 3% Mar 2025
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Jpmorgan Chase & Co 2.3M $51M 5% Mar 2025
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Legacy Wealth Management 2.3M $51M 3% Mar 2025
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Raymond James Financial 2.3M $50M 3% Mar 2025
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Berger Financial Group 2.3M $50M -17% Mar 2025
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Alliance Wealth Management 2.2M $49M -3% Mar 2025
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Towercrest Capital Management 2.2M $49M -3% Mar 2025
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Rsm Us Wealth Management 2.2M $48M -8% Mar 2025
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Financial Management Professionals 2.1M $47M 159% Mar 2025
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Buffington Mohr McNeal 2.1M $47M 0% Mar 2025
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Harbour Investments 2.1M $45M 0% Mar 2025
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Richardson Capital Management 2.1M $45M 18% Mar 2025
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United Capital Financial Advisers 2.1M $45M -3% Mar 2025
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McGlone Suttner Wealth Management 2.0M $45M 1% Mar 2025
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Pure Financial Advisors 2.0M $44M 17679% Mar 2025
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Wells Fargo & Company 1.9M $42M 1% Mar 2025
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Appleton Partners 1.9M $42M -1% Mar 2025
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Embree Financial Group 1.8M $40M 2% Mar 2025
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TrueNorth 1.8M $40M -2% Mar 2025
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Courage Miller Partners 1.8M $40M 0% Mar 2025
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Valley National Advisers 1.8M $36M 5% Mar 2025
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Commonwealth Equity Services 1.7M $41M 202% Dec 2024
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Northeast Financial Group 1.7M $38M 0% Mar 2025
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Royal Bank of Canada 1.6M $36M 5% Mar 2025
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Bryn Mawr Trust 1.6M $35M 2% Mar 2025
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Resources Investment Advisors 1.6M $35M -18% Mar 2025
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Access Financial Services 1.6M $35M 4% Mar 2025
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Modera Wealth Management 1.6M $35M -2% Mar 2025
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Strategic Equity Management 1.6M $35M 0% Mar 2025
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Pinkerton Retirement Specialists 1.6M $34M -10% Mar 2025
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YCMNET Advisors 1.5M $35M 221% Dec 2024
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Schneider Downs Wealth Management Advisors 1.5M $35M 215% Dec 2024
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Newman Dignan & Sheerar 1.5M $35M 0% Mar 2025
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Ashford Advisors 1.5M $33M -13% Mar 2025
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Chicago Partners Investment 1.5M $33M 6% Mar 2025
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Sherwood Financial Partners 1.5M $32M 1% Mar 2025
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Burt Wealth Advisors 1.5M $32M 1% Mar 2025
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Kolinsky Wealth Management 1.4M $38M 220% Dec 2024
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Kavar Capital Partners Group 1.4M $32M 6% Mar 2025
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Ashton Thomas Private Wealth 1.4M $32M -1% Mar 2025
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Matrix Trust 1.4M $32M 0% Mar 2025
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Pure Portfolios Holdings 1.4M $31M 1% Mar 2025
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Marshall Financial Group 1.4M $31M 10% Mar 2025
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Belpointe Asset Management 1.4M $31M 10084% Mar 2025
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Morris Financial Concepts 1.4M $30M 1% Mar 2025
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Congress Wealth Management LLC / DE / 1.4M $32M 201% Dec 2024
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Cornerstone Wealth Group 1.4M $30M -2% Mar 2025
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Fortis Capital Advisors 1.3M $30M 100% Mar 2025
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FIDELIS iM 1.3M $30M 3% Mar 2025
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Bernard Wealth Management Corp. 1.3M $30M 4% Mar 2025
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Valicenti Advisory Services 1.3M $29M -1% Mar 2025
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Foster Victor Wealth Advisors 1.3M $28M -2% Mar 2025
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Ballast Advisors 1.3M $29M 0% Mar 2025
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Athena Investment Management 1.3M $29M -4% Mar 2025
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MAI Wealth Advisors 1.3M $29M 0% Mar 2025
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Gleason Group 1.3M $29M -7% Mar 2025
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Quantinno Capital Management 1.3M $29M 131% Mar 2025
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Stifel Financial 1.3M $30M 231% Dec 2024
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Red Door Wealth Management 1.3M $28M 1% Mar 2025
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Moneywise 1.3M $28M -4% Mar 2025
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Bristlecone Advisors 1.3M $28M -1% Mar 2025
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Dynamic Advisors Solutions 1.2M $28M 100% Mar 2025
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Manchester Financial 1.2M $29M 199% Dec 2024
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Main Street Financial Solutions 1.2M $27M 4% Mar 2025
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Christensen, King & Associates Investment Services 1.2M $28M -1% Mar 2025
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Powers Advisory Group 1.2M $26M 0% Mar 2025
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Gordian Advisors 1.2M $26M 0% Mar 2025
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Hrc Wealth Management 1.2M $26M 0% Mar 2025
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Ascension Capital Advisors 1.2M $26M -1% Mar 2025
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Cantor Fitzgerald Investment Adviser 1.2M $25M 23% Mar 2025
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Fortis Capital Management 1.2M $25M -7% Mar 2025
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Advisor Group Holdings 1.1M $25M 96% Mar 2025
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Riversedge Advisors 1.1M $25M -37% Mar 2025
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Almanack Investment Partners 1.1M $25M -1% Mar 2025
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Anchor Investment Management 1.1M $25M 1% Mar 2025
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Sawgrass Asset Management 1.1M $25M -4% Mar 2025
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D.B. Root & Company 1.1M $26M 199% Dec 2024
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FMR 1.1M $25M 10% Mar 2025
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GEN Financial Management 1.1M $25M 0% Mar 2025
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Searcy Financial Services 1.1M $24M 100% Mar 2025
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Provident Wealth Management 1.1M $24M 2% Mar 2025
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Milestone Investment Advisors 1.1M $24M -3% Mar 2025
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Perigon Wealth Management 1.1M $24M 44% Mar 2025
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St. Louis Trust 1.1M $23M -1% Mar 2025
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Goldman Sachs Group 1.1M $23M -24% Mar 2025
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Tradewinds Capital Management 1.0M $23M -32% Mar 2025
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Sprinkle Financial Consultants 1.0M $23M -4% Mar 2025
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Apollon Wealth Management 336k $7.4M -85% Mar 2025
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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
Empowered Funds Dec 2024 2.9M $67M
American Trust Dec 2024 2.4M $56M