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 97M $5.5B 0% Dec 2023
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Charles Schwab Investment Management 48M $2.7B 6% Dec 2023
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Creative Planning 29M $1.6B 0% Dec 2023
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HPM Partners 28M $299M 519% Dec 2023
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Sei Investments 24M $1.2B -10% Sep 2023
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HBK Sorce Advisory 10M $580M 18% Dec 2023
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Sage Financial 8.1M $456M 0% Dec 2023
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Moneta Group Investment Advisors 7.6M $427M 5% Dec 2023
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Wealth Enhancement Advisory Services 7.5M $424M -3% Dec 2023
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Envestnet Asset Management 7.3M $368M -6% Sep 2023
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UBS Group 7.1M $400M -5% Dec 2023
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Mercer Global Advisors 5.0M $283M -8% Dec 2023
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Campbell Wealth Management 4.6M $259M 2% Dec 2023
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Northwestern Mutual Wealth Management Company 4.5M $227M 5% Sep 2023
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HighTower Advisors 3.7M $208M 3% Dec 2023
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Henderson Group 3.7M $206M 0% Dec 2023
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Mariner Wealth Advisors 3.6M $205M -2% Dec 2023
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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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JMG Financial Group 2.9M $163M 2% Dec 2023
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McAdam 2.9M $163M 4% Dec 2023
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Beacon Pointe Advisors 2.3M $132M -3% Dec 2023
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LPL Financial 2.2M $113M 2% Sep 2023
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Diversified 2.2M $123M 28% Dec 2023
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Cresset Asset Management 2.1M $106M -3% Sep 2023
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BlueSky Wealth Advisors 2.0M $110M -1% Dec 2023
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Iwamoto Kong & Co 1.9M $108M 8% Dec 2023
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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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Bank of America Corporation 1.7M $94M 9% Dec 2023
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Goldman Sachs Group 1.6M $93M 2285% Dec 2023
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Kuntz Lesher Capital 1.6M $91M 2% Dec 2023
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Scarborough Advisors 1.6M $91M 4% Dec 2023
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Morgan Stanley 1.6M $81M 66% Sep 2023
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Orgel Wealth Management 1.6M $90M -4% Dec 2023
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Northwest Quadrant Wealth Management 1.5M $85M 0% Dec 2023
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Integrated Wealth Concepts 1.5M $74M 14% Sep 2023
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Assetmark 1.4M $81M 21% Dec 2023
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CI Private Wealth 1.4M $80M 1% Dec 2023
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Bangor Savings Bank 1.3M $75M -1% Dec 2023
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Curi Wealth Management 1.3M $71M 31% Dec 2023
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Sontag Advisory 1.2M $66M -3% Dec 2023
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HB Wealth Management 1.1M $64M 0% Dec 2023
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Johnson Investment Counsel 1.1M $64M 4% Dec 2023
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Granite Bay Wealth Management 1.1M $59M 5% Dec 2023
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Financial Consulate 1.1M $63M 24% Dec 2023
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Meridian Wealth Partners 1.1M $54M 1% Sep 2023
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Cambridge Investment Research Advisors 1.1M $59M 1% Dec 2023
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Fund Evaluation Group 1.1M $59M -1% Dec 2023
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Sequoia Financial Advisors 1.0M $58M -1% Dec 2023
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Steele Capital Management 1.0M $58M 100% Dec 2023
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Charles Schwab Trust 1.0M $57M 10% Dec 2023
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Standpoint Asset Management 963k $54M 2% Dec 2023
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Savant Capital Management 887k $50M -1% Dec 2023
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United Capital Financial Advisers 886k $50M -30% Dec 2023
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Adams Wealth Management 883k $50M -43% Dec 2023
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Rsm Us Wealth Management 864k $49M 5% Dec 2023
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Legacy Wealth Management 858k $48M -3% Dec 2023
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Apollon Wealth Management 855k $48M 19% Dec 2023
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Captrust Financial Advisors 825k $47M -5% Dec 2023
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Kohmann Bosshard Financial Services 806k $45M 13% Dec 2023
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Kavar Capital Partners Group 804k $45M 118% Dec 2023
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AE Wealth Management 798k $46M -9% Dec 2023
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Pinkerton Retirement Specialists 785k $44M -13% Dec 2023
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Jaffetilchin Investment Partners 782k $40M 0% Sep 2023
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Alliance Wealth Management 777k $44M -6% Dec 2023
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Towercrest Capital Management 777k $44M 0% Dec 2023
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Valley National Advisers 771k $37M -1% Dec 2023
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Aptus Capital Advisors 757k $38M 127% Sep 2023
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Guardian Wealth Advisors, Llc / Nc 749k $38M 130% Sep 2023
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American Trust 729k $41M -29% Dec 2023
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Buffington Mohr McNeal 715k $40M 0% Dec 2023
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Riversedge Advisors 705k $40M 3% Dec 2023
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CFG Asset Management 704k $39M 7% Dec 2023
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Harbour Investments 671k $38M 4% Dec 2023
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Modera Wealth Management 669k $38M -1% Dec 2023
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Appleton Partners 662k $37M 6% Dec 2023
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Berger Financial Group 647k $37M 4% Dec 2023
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McGlone Suttner Wealth Management 647k $37M 1% Dec 2023
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Courage Miller Partners 645k $36M -2% Dec 2023
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Access Financial Services 639k $36M 2% Dec 2023
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Raymond James Financial Services Advisors 610k $34M 2% Dec 2023
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Ashford Advisors 608k $34M 8% Dec 2023
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Wells Fargo & Company 605k $34M 5% Dec 2023
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Ameriprise Financial 575k $29M -5% Sep 2023
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Branch Banking & Trust Company 573k $32M -21% Dec 2023
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Jpmorgan Chase & Co 571k $32M 9% Dec 2023
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Moneywise 570k $32M -3% Dec 2023
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Matrix Trust 570k $32M 0% Dec 2023
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Advanced Asset Management Advisors 563k $32M 0% Dec 2023
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Leverty Financial Group 554k $31M 4% Dec 2023
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Baker Avenue Asset Management 544k $31M 19% Dec 2023
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Foster Victor Wealth Advisors 544k $31M -3% Dec 2023
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Avenue 1 Advisors 542k $31M 3% Dec 2023
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Hanson McClain Advisors 532k $30M -1% Dec 2023
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Tradewinds Capital Management 531k $30M 11143% Dec 2023
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Commonwealth Equity Services 510k $29M 7% Dec 2023
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Sheets Smith Wealth Management 499k $15M 85% Dec 2023
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Dravo Bay 490k $28M -4% Dec 2023
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Congress Wealth Management LLC / DE / 481k $27M -1% Dec 2023
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FIDELIS iM 477k $27M 0% Dec 2023
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Athena Investment Management 477k $24M 0% Sep 2023
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Sutton Wealth Advisors 470k $24M 1% Sep 2023
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Townsquare Capital 465k $26M 2% Dec 2023
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SNS Financial 465k $26M 2% Dec 2023
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Newman Dignan & Sheerar 463k $26M 5% Dec 2023
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Thrivent Financial for Lutherans 460k $23M 1% Sep 2023
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Milestone Investment Advisors 455k $26M 0% Dec 2023
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Ballast Advisors 454k $26M -5% Dec 2023
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Stifel Financial 452k $26M 11% Dec 2023
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Burt Wealth Advisors 449k $25M 2% Dec 2023
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Manchester Financial 448k $25M -5% Dec 2023
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Valicenti Advisory Services 447k $25M 6% Dec 2023
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Marshall Financial Group 447k $25M -1% Dec 2023
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Gleason Group 445k $25M 11% Dec 2023
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Orion Portfolio Solutions 442k $25M -9% Dec 2023
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Kolinsky Wealth Management 438k $22M -2% Sep 2023
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Northeast Financial Group 436k $25M -2% Dec 2023
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Bristlecone Advisors 434k $25M -1% Dec 2023
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Royal Bank of Canada 430k $24M -2% Dec 2023
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Schneider Downs Wealth Management Advisors 421k $24M -3% Dec 2023
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Brown Wealth Management 416k $24M 1% Dec 2023
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Focus Financial Network 416k $23M 100% Dec 2023
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Dynamic Advisors Solutions 409k $23M 12% Dec 2023
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Powers Advisory Group 403k $23M 1% Dec 2023
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St. Johns Investment Management Company 397k $22M 4% Dec 2023
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Fortis Capital Management 397k $22M -3% Dec 2023
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YCMNET Advisors 395k $20M -3% Sep 2023
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Sawgrass Asset Management 392k $22M 3% Dec 2023
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Morris Financial Concepts 391k $22M 2% Dec 2023
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Wealthcare Advisory Partners 391k $22M 21% Dec 2023
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Huntington Asset Advisors 387k $22M -8% Dec 2023
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Hrc Wealth Management 385k $22M 100% Dec 2023
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Red Door Wealth Management 385k $22M -1% Dec 2023
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Chicago Partners Investment 384k $22M 9% Dec 2023
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Bank Hapoalim Bm 380k $21M 0% Dec 2023
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Financial Management Professionals 371k $21M -61% Dec 2023
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Colony Group 366k $19M -3% Sep 2023
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St. Louis Trust 363k $21M 4% Dec 2023
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Colony 362k $20M 100% Dec 2023
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Sprinkle Financial Consultants 362k $20M 100% Dec 2023
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Main Street Financial Solutions 357k $20M 4% Dec 2023
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CWM 353k $20M 5% Dec 2023
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Asset Dedication 349k $20M -3% Dec 2023
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Valley Forge Investment Consultants Inc Adv 344k $19M -15% Dec 2023
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Pillar Wealth Advisors 330k $19M -7% Dec 2023
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Northwest Capital Management 328k $19M 29% Dec 2023
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Sound View Wealth Advisors Group 327k $19M 5% Dec 2023
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Provident Wealth Management 322k $18M 1% Dec 2023
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Red Cedar Investment Management 320k $18M 0% Dec 2023
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Ancora Advisors 311k $18M -18% Dec 2023
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Blue Bell Private Wealth Management 301k $17M -8% Dec 2023
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Advisor Group Holdings 249k $14M -25% Dec 2023
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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
Koss-Olinger Consulting Jun 2023 3.2M $165M
TrueNorth Sep 2023 597k $30M
Cantor Fitzgerald, L. P. Sep 2023 506k $26M