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
Download as csv
Download as Excel
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 | ||
|---|---|---|---|---|---|---|
| Creative Planning | 25M | $1.0B | 63% | Sep 2022 | ||
| Envestnet Asset Management | 18M | $765M | 28% | Sep 2022 | ||
| Mercer Global Advisors | 16M | $686M | 26% | Sep 2022 | ||
| UBS Group | 8.2M | $346M | -1% | Sep 2022 | ||
| Sage Financial | 8.0M | $337M | 1% | Sep 2022 | ||
| Campbell Wealth Management | 4.4M | $198M | 1% | Dec 2022 | ||
| Mariner Wealth Advisors | 4.0M | $170M | 100% | Sep 2022 | ||
| Henderson Group | 3.8M | $162M | 100% | Sep 2022 | ||
| Aj Wealth Strategies | 3.7M | $169M | -23% | Dec 2022 | ||
| Wealth Enhancement Advisory Services | 3.6M | $153M | -7% | Sep 2022 | ||
| Wealthsource Partners | 3.5M | $148M | 10% | Sep 2022 | ||
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of Schwab Strategic Tr us lrg cap etf? |
||||||
| HighTower Advisors | 3.4M | $145M | 2% | Sep 2022 | ||
| Prime Capital Investment Advisors | 3.2M | $137M | -11% | Sep 2022 | ||
| Adams Wealth Management | 2.7M | $116M | -8% | Sep 2022 | ||
| JMG Financial Group | 2.6M | $109M | 10% | Sep 2022 | ||
| McAdam | 2.4M | $103M | 3% | Sep 2022 | ||
| Beacon Pointe Advisors | 2.3M | $98M | 6% | Sep 2022 | ||
| BlueSky Wealth Advisors | 2.0M | $84M | 2% | Sep 2022 | ||
| Aurum Wealth Management Group | 1.8M | $80M | 24% | Dec 2022 | ||
| Orgel Wealth Management | 1.8M | $79M | 1% | Dec 2022 | ||
| Captrust Financial Advisors | 1.7M | $71M | 426% | Sep 2022 | ||
| United Capital Financial Advisers | 1.5M | $64M | -2% | Sep 2022 | ||
| Assetmark | 1.5M | $63M | -6% | Sep 2022 | ||
| Northwest Quadrant Wealth Management | 1.4M | $61M | 2% | Sep 2022 | ||
| Bangor Savings Bank | 1.4M | $64M | -1% | Dec 2022 | ||
| Johnson Financial | 1.4M | $57M | 909% | Sep 2022 | ||
| American Trust | 1.3M | $57M | -16% | Sep 2022 | ||
| Scarborough Advisors | 1.2M | $52M | 100% | Sep 2022 | ||
| Sequoia Financial Advisors | 1.2M | $53M | -1% | Dec 2022 | ||
| AE Wealth Management | 1.1M | $48M | 55% | Sep 2022 | ||
| HB Wealth Management | 1.1M | $50M | 3% | Dec 2022 | ||
| Foster Victor Wealth Advisors | 1.1M | $48M | 0% | Sep 2022 | ||
| Meridian Wealth Partners | 1.1M | $45M | 100% | Sep 2022 | ||
| Cambridge Investment Research Advisors | 1.0M | $44M | 2% | Sep 2022 | ||
| Sontag Advisory | 1.0M | $43M | 5% | Sep 2022 | ||
| JFG Wealth Management | 1.0M | $43M | 2603% | Sep 2022 | ||
| Curi Wealth Management | 1.0M | $43M | 9% | Sep 2022 | ||
| Legacy Wealth Management | 927k | $42M | 1574% | Dec 2022 | ||
| Savant Capital Management | 887k | $38M | -9% | Sep 2022 | ||
| Alliance Wealth Management | 841k | $36M | 7% | Sep 2022 | ||
| Branch Banking & Trust Company | 833k | $35M | -3% | Sep 2022 | ||
| Valley National Advisers | 787k | $37M | 7% | Dec 2022 | ||
| Hanson McClain Advisors | 750k | $34M | -2% | Dec 2022 | ||
| Berger Financial Group | 745k | $32M | 6% | Sep 2022 | ||
| Riversedge Advisors | 742k | $34M | -1% | Dec 2022 | ||
| Budros, Ruhlin & Roe | 731k | $31M | 3% | Sep 2022 | ||
| Courage Miller Partners | 724k | $31M | -1% | Sep 2022 | ||
| Buffington Mohr McNeal | 702k | $30M | 1% | Sep 2022 | ||
| Financial Consulate | 697k | $32M | -1% | Dec 2022 | ||
| TrueNorth | 665k | $28M | -1% | Sep 2022 | ||
| Appleton Partners | 651k | $28M | 2% | Sep 2022 | ||
| Moneywise | 642k | $27M | -1% | Sep 2022 | ||
| Kohmann Bosshard Financial Services | 642k | $27M | -6% | Sep 2022 | ||
| Parsec Financial Management | 622k | $26M | -3% | Sep 2022 | ||
| Huntington Asset Advisors | 614k | $26M | -4% | Sep 2022 | ||
| IFP Advisors | 609k | $40M | 4% | Sep 2022 | ||
| Congress Wealth Management LLC / DE / | 607k | $26M | 1% | Sep 2022 | ||
| Access Financial Services | 592k | $25M | 7% | Sep 2022 | ||
| Ashford Advisors | 584k | $25M | 0% | Sep 2022 | ||
| Bank Hapoalim Bm | 577k | $24M | 0% | Sep 2022 | ||
| Financial Management Professionals | 575k | $26M | -34% | Dec 2022 | ||
| Sage Financial Management Group | 570k | $26M | 13% | Dec 2022 | ||
| Advanced Asset Management Advisors | 563k | $24M | 0% | Sep 2022 | ||
| Matrix Trust | 540k | $24M | -1% | Dec 2022 | ||
| Revolve Wealth Partners | 538k | $24M | -3% | Dec 2022 | ||
| CFG Asset Management | 528k | $22M | 0% | Sep 2022 | ||
| CLS Investments | 510k | $22M | -1% | Sep 2022 | ||
| Valicenti Advisory Services | 495k | $22M | 1% | Dec 2022 | ||
| Red Cedar Investment Management | 468k | $20M | 0% | Sep 2022 | ||
| Diversified | 464k | $20M | 20% | Sep 2022 | ||
| Kavar Capital Partners Group | 462k | $20M | 2% | Sep 2022 | ||
| Bsc Private Wealth Management | 457k | $19M | 7% | Sep 2022 | ||
| Athena Investment Management | 451k | $19M | 100% | Sep 2022 | ||
| Kolinsky Wealth Management | 451k | $19M | 2% | Sep 2022 | ||
| Bristlecone Advisors | 450k | $19M | -1% | Sep 2022 | ||
| Avenue 1 Advisors | 430k | $19M | -1% | Dec 2022 | ||
| Royal Bank of Canada | 428k | $18M | 100% | Sep 2022 | ||
| Colony Group | 425k | $18M | -5% | Sep 2022 | ||
| SNS Financial | 424k | $19M | 100% | Dec 2022 | ||
| FIDELIS iM | 416k | $18M | 5% | Sep 2022 | ||
| Red Door Wealth Management | 406k | $18M | 15% | Dec 2022 | ||
| Burt Wealth Advisors | 397k | $18M | 45% | Dec 2022 | ||
| Greenwood Gearhart | 395k | $17M | 2% | Sep 2022 | ||
| Powers Advisory Group | 384k | $17M | 1% | Dec 2022 | ||
| Asset Dedication | 382k | $16M | 100% | Sep 2022 | ||
| Pillar Wealth Advisors | 379k | $16M | 1% | Sep 2022 | ||
| Dynamic Advisors Solutions | 375k | $17M | 1% | Dec 2022 | ||
| Newman Dignan & Sheerar | 372k | $17M | 2% | Dec 2022 | ||
| Blue Bell Private Wealth Management | 370k | $16M | -2% | Sep 2022 | ||
| Schneider Downs Wealth Management Advisors | 368k | $16M | 3% | Sep 2022 | ||
| St. Johns Investment Management Company | 365k | $16M | -18% | Sep 2022 | ||
| Compass Advisory Group | 359k | $15M | 9% | Sep 2022 | ||
| Main Street Financial Solutions | 357k | $15M | 17% | Sep 2022 | ||
| Valley Forge Investment Consultants Inc Adv | 352k | $15M | -2% | Sep 2022 | ||
| MAI Wealth Advisors | 351k | $15M | -6% | Sep 2022 | ||
| Provident Wealth Management | 350k | $15M | 8% | Sep 2022 | ||
| Morris Financial Concepts | 345k | $15M | 0% | Sep 2022 | ||
| D.B. Root & Company | 342k | $15M | -1% | Sep 2022 | ||
| Gleason Group | 337k | $15M | 42971% | Dec 2022 | ||
| Allen Capital Group | 335k | $14M | 8% | Sep 2022 | ||
| Harbour Investments | 324k | $15M | 0% | Sep 2022 | ||
| PBWM Holdings | 307k | $14M | 0% | Dec 2022 | ||
| Coldstream Capital Management | 304k | $14M | -6% | Dec 2022 | ||
| Black Diamond Financial | 304k | $13M | 6% | Sep 2022 | ||
| Charles Schwab Trust | 301k | $13M | 712% | Sep 2022 | ||
| Leavell Investment Management | 299k | $14M | 0% | Dec 2022 | ||
| Sheets Smith Wealth Management | 293k | $12M | 0% | Sep 2022 | ||
| Salem Investment Counselors | 277k | $12M | 3% | Sep 2022 | ||
| B & T Capital Management DBA Alpha Capital Management | 276k | $12M | 2% | Sep 2022 | ||
| Aptus Capital Advisors | 273k | $12M | 7% | Sep 2022 | ||
| Money Matters Financial | 267k | $13M | 3% | Dec 2022 | ||
| BCS Wealth Management | 257k | $12M | 1% | Dec 2022 | ||
| Sensible Financial Planning & Management | 254k | $11M | -2% | Sep 2022 | ||
| Bell Investment Advisors | 253k | $11M | 12% | Sep 2022 | ||
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 252k | $11M | -6% | Sep 2022 | ||
| Financial Advisory Service | 247k | $11M | 3% | Sep 2022 | ||
| Northwest Capital Management | 246k | $10M | 8% | Sep 2022 | ||
| First Republic Investment Management | 245k | $10M | 8% | Sep 2022 | ||
| Castle Wealth Management | 244k | $10M | 100% | Sep 2022 | ||
| Wagner Bowman Management | 244k | $10M | -2% | Sep 2022 | ||
| Lowe, Brockenbrough & Company | 241k | $10M | -3% | Sep 2022 | ||
| R. W. Roge & Company | 239k | $10M | -2% | Sep 2022 | ||
| Cobblestone Capital Advisors | 239k | $10M | -1% | Sep 2022 | ||
| MCF Advisors | 221k | $9.4M | -1% | Sep 2022 | ||
| Planning Alternatives | 208k | $8.8M | -2% | Sep 2022 | ||
| Private Capital Management | 207k | $8.7M | 18% | Sep 2022 | ||
| Shilanski & Associates | 207k | $8.7M | 100% | Sep 2022 | ||
| Vista Private Wealth Partners | 205k | $9.3M | 16% | Dec 2022 | ||
| Buckingham Asset Management | 197k | $8.3M | 3% | Sep 2022 | ||
| First National Corp | 197k | $8.3M | 2% | Sep 2022 | ||
| Sound View Wealth Advisors Group | 195k | $8.3M | 3% | Sep 2022 | ||
| ProVise Management Group | 194k | $8.2M | 18% | Sep 2022 | ||
| Cooper/haims Advisors | 194k | $8.2M | -5% | Sep 2022 | ||
| Trinity Legacy Partners | 193k | $8.7M | -2% | Dec 2022 | ||
| Rosenberg Matthew Hamilton | 191k | $8.1M | -4% | Sep 2022 | ||
| Nottingham Advisors | 190k | $8.1M | -2% | Sep 2022 | ||
| SWS Partners | 190k | $8.0M | 100% | Sep 2022 | ||
| Jane Street | 186k | $7.9M | 3862% | Sep 2022 | ||
| Csenge Advisory Group | 186k | $7.9M | 5% | Sep 2022 | ||
| Lutz Financial Services | 178k | $7.6M | -12% | Sep 2022 | ||
| North Star Asset Management | 178k | $7.6M | -72% | Sep 2022 | ||
| Leisure Capital Management | 177k | $7.5M | 1% | Sep 2022 | ||
| Ami Investment Management | 176k | $7.5M | -1% | Sep 2022 | ||
| Toronto-Dominion Bank | 175k | $7.4M | 100% | Sep 2022 | ||
| Vishria Bird Financial Group | 174k | $7.4M | -1% | Sep 2022 | ||
| Hengehold Capital Management | 172k | $7.3M | 33% | Sep 2022 | ||
| Sanford Advisory Services | 170k | $7.2M | 312% | Sep 2022 | ||
| Morling Financial Advisors | 167k | $7.1M | -1% | Sep 2022 | ||
| Resources Investment Advisors | 167k | $7.1M | 1% | Sep 2022 | ||
| Lloyd Advisory Services | 166k | $7.0M | 100% | Sep 2022 | ||
| Relaxing Retirement Coach | 166k | $7.0M | -2% | Sep 2022 | ||
| Columbus Macro | 157k | $6.6M | -6% | Sep 2022 | ||
| Cornerstone Wealth Advisors | 151k | $6.8M | -18% | Dec 2022 | ||
| Atria Investments | 81k | $3.4M | -60% | Sep 2022 | ||
| Kestra Advisory Services | 35k | $1.5M | -92% | Sep 2022 | ||
Who sold out of Schwab Strategic Tr us lrg cap etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Oak Asset Management | Jun 2022 | 731k | $33M |
| Almanack Investment Partners | Jun 2022 | 688k | $31M |