Who owns Schwab Strategic Tr us lrg cap etf?
- Ticker: SCHX
- CUSIP Number: 808524201
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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 | 201M | $5.4B | -2% | Dec 2025 |
|
| Creative Planning | 84M | $2.3B | 4% | Dec 2025 |
|
| Moneta Group Investment Advisors | 36M | $964M | 3% | Dec 2025 |
|
| HBK Sorce Advisory | 35M | $939M | 1% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 31M | $834M | 5% | Dec 2025 |
|
| Sei Investments | 31M | $834M | -1% | Dec 2025 |
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| Sage Financial | 24M | $641M | -5% | Dec 2025 |
|
| Captrust Financial Advisors | 20M | $525M | 6% | Dec 2025 |
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| HPM Partners | 19M | $511M | 1% | Dec 2025 |
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| Betterment | 18M | $488M | 0% | Dec 2025 |
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| Diversified Enterprises | 17M | $457M | 3% | Dec 2025 |
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| HighTower Advisors | 14M | $381M | 0% | Dec 2025 |
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| Mercer Global Advisors | 10M | $283M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 10M | $275M | 7% | Dec 2025 |
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| Norinchukin Bank, The | 10M | $274M | 100% | Dec 2025 |
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| Prime Capital Investment Advisors | 10M | $269M | -2% | Dec 2025 |
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| Koss-Olinger Consulting | 10M | $269M | 6% | Dec 2025 |
|
| McAdam | 9.9M | $267M | 3% | Dec 2025 |
|
| Fund Evaluation Group | 9.5M | $255M | 32% | Dec 2025 |
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| JMG Financial Group | 8.4M | $227M | -4% | Dec 2025 |
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| LPL Financial | 7.7M | $207M | -6% | Dec 2025 |
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| Vantagepoint Investment Advisers | 7.6M | $204M | 0% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 7.1M | $193M | 10% | Dec 2025 |
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| CI Private Wealth | 4.0M | $109M | -27% | Dec 2025 |
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| Assetmark | 6.5M | $175M | -14% | Dec 2025 |
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| Beacon Pointe Advisors | 6.5M | $174M | 8% | Dec 2025 |
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| Iwamoto Kong & Co | 6.2M | $166M | -4% | Dec 2025 |
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| Northwest Quadrant Wealth Management | 5.3M | $143M | 1% | Dec 2025 |
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| Financial Consulate | 5.2M | $140M | 1% | Dec 2025 |
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| Johnson Investment Counsel | 5.1M | $137M | 1% | Dec 2025 |
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| Farther Finance Advisors | 4.9M | $127M | 24% | Mar 2026 |
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| BlueSky Wealth Advisors | 4.9M | $125M | -21% | Mar 2026 |
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| Greenwood Gearhart | 4.7M | $128M | -4% | Dec 2025 |
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| Orgel Wealth Management | 4.7M | $120M | 0% | Mar 2026 |
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| Evermay Wealth Management | 4.4M | $119M | -1% | Dec 2025 |
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| Charles Schwab Trust | 4.2M | $107M | -1% | Mar 2026 |
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| Steele Capital Management | 4.0M | $107M | 2% | Dec 2025 |
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| RMB Capital Management | 3.6M | $96M | -1% | Dec 2025 |
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| FSA Investment Group | 3.5M | $95M | -3% | Dec 2025 |
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| Ameriprise Financial | 3.5M | $94M | 1% | Dec 2025 |
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| Sims Investment Management | 3.4M | $92M | 2% | Dec 2025 |
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| Meridian Wealth Partners | 3.4M | $92M | 0% | Dec 2025 |
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| EP Wealth Advisors | 3.2M | $87M | 100% | Dec 2025 |
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| Colony | 3.2M | $86M | 22% | Dec 2025 |
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| Integrated Wealth Concepts | 3.2M | $85M | 0% | Dec 2025 |
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| HB Wealth Management | 3.0M | $82M | 0% | Dec 2025 |
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| Cornerstone Advisors Asset Management | 2.9M | $79M | 0% | Dec 2025 |
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| Cresset Asset Management | 2.8M | $76M | 0% | Dec 2025 |
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| Sontag Advisory | 2.8M | $76M | -51% | Dec 2025 |
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| Advisor Group Holdings | 2.8M | $75M | 5% | Dec 2025 |
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| AQR Capital Management | 2.8M | $75M | 28% | Dec 2025 |
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| Cambridge Investment Research Advisors | 2.7M | $73M | 0% | Dec 2025 |
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| Baker Avenue Asset Management | 2.7M | $73M | 3% | Dec 2025 |
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| Aptus Capital Advisors | 2.7M | $72M | 4% | Dec 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 2.6M | $71M | 5% | Dec 2025 |
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| Jaffetilchin Investment Partners | 2.6M | $69M | 0% | Dec 2025 |
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| Standpoint Asset Management | 2.6M | $66M | -4% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.5M | $68M | 9% | Dec 2025 |
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| Savant Capital Management | 2.5M | $66M | -1% | Dec 2025 |
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| Bangor Savings Bank | 2.4M | $62M | -2% | Mar 2026 |
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| Berger Financial Group | 2.3M | $63M | -1% | Dec 2025 |
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| CacheTech | 2.3M | $62M | 1% | Dec 2025 |
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| CFG Asset Management | 2.3M | $61M | -11% | Dec 2025 |
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| Wells Fargo & Company | 2.2M | $60M | 3% | Dec 2025 |
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| Financial Management Professionals | 2.2M | $57M | 2% | Mar 2026 |
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| Towercrest Capital Management | 2.2M | $60M | -1% | Dec 2025 |
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| Alliance Wealth Management | 2.2M | $60M | -1% | Dec 2025 |
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| Legacy Wealth Management | 2.2M | $59M | -3% | Dec 2025 |
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| Kuntz Lesher Capital | 2.1M | $58M | -1% | Dec 2025 |
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| McGlone Suttner Wealth Management | 2.1M | $57M | 1% | Dec 2025 |
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| Adams Wealth Management | 2.1M | $57M | -2% | Dec 2025 |
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| Goldman Sachs Group | 2.1M | $56M | 96% | Dec 2025 |
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| Raymond James Financial | 2.0M | $55M | 5% | Dec 2025 |
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| Valley National Advisers | 2.0M | $51M | 4% | Mar 2026 |
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| Modern Wealth Management | 2.0M | $54M | 10% | Dec 2025 |
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| Pure Financial Advisors | 2.0M | $51M | 1% | Mar 2026 |
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| Red Door Wealth Management | 2.0M | $53M | 4% | Dec 2025 |
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| Northeast Financial Group | 2.0M | $53M | 3% | Dec 2025 |
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| United Capital Financial Advisers | 1.9M | $51M | -2% | Dec 2025 |
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| Bleakley Financial Group | 1.9M | $51M | 5% | Dec 2025 |
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| Envestnet Asset Management | 1.9M | $50M | -55% | Dec 2025 |
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| Appleton Partners | 1.8M | $50M | -1% | Dec 2025 |
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| SigFig Wealth Management | 1.8M | $47M | 19% | Mar 2026 |
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| TrueNorth | 1.8M | $48M | -1% | Dec 2025 |
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| Harbour Investments | 1.8M | $48M | -15% | Dec 2025 |
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| Visionary Wealth Advisors | 1.8M | $47M | 3% | Dec 2025 |
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| Richardson Capital Management | 1.7M | $47M | -7% | Dec 2025 |
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| Courage Miller Partners | 1.7M | $47M | -3% | Dec 2025 |
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| Chicago Partners Investment | 1.7M | $47M | 6% | Dec 2025 |
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| Kavar Capital Partners Group | 1.7M | $44M | 3% | Mar 2026 |
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| Pensionmark Financial Group | 1.7M | $46M | 3% | Dec 2025 |
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| Quantinno Capital Management | 1.6M | $43M | 15% | Dec 2025 |
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| Newman Dignan & Sheerar | 1.6M | $40M | 1% | Mar 2026 |
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| Bryn Mawr Trust | 1.5M | $41M | 2% | Dec 2025 |
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| Commonwealth Equity Services | 1.5M | $41M | -14% | Dec 2025 |
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| FIDELIS iM | 1.5M | $41M | 907% | Dec 2025 |
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| Modera Wealth Management | 1.5M | $40M | -2% | Dec 2025 |
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| Belpointe Asset Management | 1.5M | $40M | 3% | Dec 2025 |
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| Morris Financial Concepts | 1.5M | $38M | 3% | Mar 2026 |
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| D.B. Root & Company | 1.5M | $39M | 19% | Dec 2025 |
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| Matrix Trust | 1.5M | $37M | 0% | Mar 2026 |
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| FMR | 1.4M | $39M | 6% | Dec 2025 |
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| Embree Financial Group | 1.4M | $38M | -11% | Dec 2025 |
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| Access Financial Services | 1.4M | $37M | -6% | Mar 2026 |
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| Schneider Downs Wealth Management Advisors | 1.4M | $38M | 1% | Dec 2025 |
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| Sequoia Financial Advisors | 1.4M | $38M | 1% | Dec 2025 |
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| YCMNET Advisors | 1.4M | $38M | 48% | Dec 2025 |
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| Fortis Capital Advisors | 1.4M | $38M | 3% | Dec 2025 |
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| Valicenti Advisory Services | 1.4M | $36M | 6% | Mar 2026 |
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| Ashton Thomas Private Wealth | 1.4M | $38M | -1% | Dec 2025 |
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| Pinkerton Retirement Specialists | 1.4M | $38M | -4% | Mar 2026 |
|
| Sherwood Financial Partners | 1.4M | $38M | -1% | Dec 2025 |
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| Cetera Investment Advisers | 1.4M | $37M | 23% | Dec 2025 |
|
| Ashford Advisors | 1.4M | $37M | -1% | Dec 2025 |
|
| Bernard Wealth Management Corp. | 1.3M | $36M | 1% | Dec 2025 |
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| Fortis Capital Management | 1.3M | $36M | 6% | Dec 2025 |
|
| Athena Investment Management | 1.3M | $35M | 0% | Dec 2025 |
|
| St. Louis Trust | 1.3M | $35M | 0% | Dec 2025 |
|
| Rsm Us Wealth Management | 1.3M | $35M | -12% | Dec 2025 |
|
| Gleason Group | 1.3M | $35M | 2% | Dec 2025 |
|
| Foster Victor Wealth Advisors | 1.3M | $35M | 3% | Mar 2026 |
|
| Dynamic Advisors Solutions | 1.3M | $33M | 3% | Mar 2026 |
|
| Ballast Advisors | 1.3M | $34M | -3% | Dec 2025 |
|
| Cornerstone Wealth Group | 1.3M | $34M | -4% | Dec 2025 |
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| Main Street Financial Solutions | 1.3M | $34M | -4% | Dec 2025 |
|
| Hrc Wealth Management | 1.3M | $34M | 0% | Dec 2025 |
|
| UBS Group | 1.2M | $33M | 2% | Dec 2025 |
|
| Ascension Capital Advisors | 1.2M | $33M | 8% | Dec 2025 |
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| MAI Wealth Advisors | 1.2M | $33M | 0% | Dec 2025 |
|
| Ethos Financial Group | 1.2M | $33M | 1% | Dec 2025 |
|
| Perigon Wealth Management | 1.2M | $31M | 4% | Mar 2026 |
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| Powers Advisory Group | 1.2M | $32M | 0% | Dec 2025 |
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| Pure Portfolios Holdings | 1.2M | $32M | 0% | Dec 2025 |
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| Sherman Porfolios | 1.2M | $32M | 7639% | Dec 2025 |
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| Stifel Financial | 1.2M | $32M | -3% | Dec 2025 |
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| Anchor Investment Management | 1.2M | $32M | 2% | Dec 2025 |
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| BlackRock | 1.2M | $31M | 130% | Dec 2025 |
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| Christensen, King & Associates Investment Services | 1.1M | $30M | 1% | Mar 2026 |
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| Resources Investment Advisors | 1.1M | $31M | -10% | Dec 2025 |
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| Almanack Investment Partners | 1.1M | $31M | 0% | Dec 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.1M | $30M | 5% | Dec 2025 |
|
| Gordian Advisors | 1.1M | $30M | -4% | Dec 2025 |
|
| Csenge Advisory Group | 1.1M | $30M | 6% | Dec 2025 |
|
| Provident Wealth Management | 1.1M | $28M | 0% | Mar 2026 |
|
| Fpc Investment Advisory | 1.1M | $29M | 6% | Dec 2025 |
|
| Sawgrass Asset Management | 1.0M | $28M | -3% | Dec 2025 |
|
| Kelman-Lazarov | 1.0M | $27M | -1% | Dec 2025 |
|
| Milestone Investment Advisors | 1.0M | $27M | 0% | Dec 2025 |
|
| St. Johns Investment Management Company | 1.0M | $27M | 2% | Dec 2025 |
|
| BCS Wealth Management | 678k | $17M | -50% | Mar 2026 |
|
| Tradewinds Capital Management | 411k | $11M | -65% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr us lrg cap etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 19M | $522M |