Who owns SCHWAB STRATEGIC TR?
- Ticker: SCHY
- CUSIP Number: 808524672
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Schwab Strategic Tr stock
Who bought or sold SCHWAB STRATEGIC TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cresset Asset Management | 3.3M | $92M | 2% | Sep 2025 |
|
| Summit Asset Management | 635k | $18M | -4% | Sep 2025 |
|
| Hamel Associates | 631k | $18M | 17% | Sep 2025 |
|
| Advisor Group Holdings | 546k | $15M | 14% | Sep 2025 |
|
| HighTower Advisors | 429k | $12M | -17% | Sep 2025 |
|
| Charles Schwab Trust | 294k | $8.2M | 2% | Sep 2025 |
|
| Iron Financial | 281k | $7.9M | 14% | Sep 2025 |
|
| LPL Financial | 279k | $7.8M | 24% | Sep 2025 |
|
| LeConte Wealth Management | 234k | $6.5M | -20% | Sep 2025 |
|
| Modern Wealth Management | 234k | $6.5M | 61% | Sep 2025 |
|
| LongView Wealth Management | 187k | $5.2M | 12% | Sep 2025 |
|
| Sequoia Financial Advisors | 184k | $5.1M | 100% | Sep 2025 |
|
| Martin Worley Group | 182k | $5.0M | 7% | Jun 2025 |
|
| Robertson Stephens Wealth Management | 174k | $4.9M | 14% | Sep 2025 |
|
| Mutual Advisors | 159k | $4.5M | -1% | Sep 2025 |
|
| OMC Financial Services | 158k | $4.4M | 70% | Sep 2025 |
|
| Old Mission Capital | 141k | $3.9M | 100% | Sep 2025 |
|
| Stifel Financial | 137k | $3.8M | -3% | Sep 2025 |
|
| Red Mountain Financial | 132k | $3.7M | 1% | Sep 2025 |
|
| MAI Wealth Advisors | 128k | $3.6M | 0% | Sep 2025 |
|
| Commonwealth Equity Services | 126k | $3.5M | -22% | Sep 2025 |
|
| Magnolia Capital Advisors | 117k | $3.3M | -39% | Sep 2025 |
|
| Integrated Wealth Concepts | 113k | $3.2M | -14% | Sep 2025 |
|
| Warren Averett Asset Management | 110k | $3.1M | 8% | Sep 2025 |
|
| Pathstone Holdings | 103k | $2.9M | 0% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 100k | $2.8M | 19% | Sep 2025 |
|
| Noble Family Wealth | 98k | $2.7M | 23% | Sep 2025 |
|
| Fiduciary Alliance | 92k | $2.6M | 36% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 92k | $2.6M | 36% | Sep 2025 |
|
| Carolina Wealth Advisors | 91k | $2.6M | 8319% | Sep 2025 |
|
| Ohe Financial | 90k | $2.5M | 13% | Sep 2025 |
|
| First Merchants Bank, National Association | 83k | $2.3M | -15% | Sep 2025 |
|
| Burns Wealth Management | 78k | $2.2M | -1% | Sep 2025 |
|
| Royal Bank of Canada | 74k | $2.1M | 28% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 74k | $2.1M | -6% | Sep 2025 |
|
| Wolfstich Capital | 71k | $2.0M | 0% | Sep 2025 |
|
| Kohmann Bosshard Financial Services | 68k | $1.9M | -2% | Sep 2025 |
|
| Jane Street | 57k | $1.6M | -81% | Sep 2025 |
|
| Farther Finance Advisors | 51k | $1.4M | 4297% | Sep 2025 |
|
| Mariner Wealth Advisors | 51k | $1.4M | 4% | Sep 2025 |
|
| Embree Financial Group | 47k | $1.3M | 4% | Sep 2025 |
|
| Creative Planning | 46k | $1.3M | 100% | Sep 2025 |
|
| Seek First | 45k | $1.3M | 2% | Sep 2025 |
|
| Vanguard Group | 44k | $1.2M | 2% | Sep 2025 |
|
| Cape Investment Advisory | 42k | $1.1M | 8% | Jun 2025 |
|
| Mml Investors Services | 41k | $1.1M | 3% | Sep 2025 |
|
| Spinnaker Investment Group | 40k | $1.1M | 0% | Sep 2025 |
|
| CAP Partners | 40k | $1.1M | 11% | Sep 2025 |
|
| Streettalk Advisors | 38k | $1.1M | 0% | Sep 2025 |
|
| Goldman Sachs Group | 36k | $1.0M | 100% | Sep 2025 |
|
| Berkeley | 34k | $953k | -12% | Sep 2025 |
|
| Astoria Portfolio Advisors | 32k | $892k | 2% | Sep 2025 |
|
| Wsfs Capital Management | 32k | $884k | 0% | Sep 2025 |
|
| Kestra Advisory Services | 32k | $881k | 30% | Sep 2025 |
|
| ProVise Management Group | 31k | $877k | 0% | Sep 2025 |
|
| Cetera Investment Advisers | 30k | $847k | 93% | Sep 2025 |
|
| Goss Wealth Management | 29k | $822k | 100% | Sep 2025 |
|
| Lodestar Private Asset Management | 28k | $784k | -19% | Sep 2025 |
|
| Asset Managment | 27k | $744k | 182% | Sep 2025 |
|
| Myecfo | 26k | $722k | 14% | Sep 2025 |
|
| Inspire Advisors | 25k | $710k | 100% | Sep 2025 |
|
| Wedmont Private Capital | 25k | $698k | -37% | Sep 2025 |
|
| Raymond James Financial | 23k | $639k | -54% | Sep 2025 |
|
| Morgan Stanley | 23k | $891k | 100% | Jun 2025 |
|
| Per Stirling Capital Management | 22k | $624k | 2% | Sep 2025 |
|
| Acorn Wealth Advisors | 22k | $610k | 7% | Sep 2025 |
|
| Keystone Financial Group | 21k | $584k | -4% | Sep 2025 |
|
| Hidden Cove Wealth Management | 21k | $582k | 74% | Sep 2025 |
|
| Vawter Financial | 20k | $569k | 100% | Sep 2025 |
|
| Cowa | 18k | $495k | 4% | Sep 2025 |
|
| H D Vest Advisory Services | 18k | $481k | 55% | Jun 2025 |
|
| Envestnet Asset Management | 17k | $464k | 11% | Sep 2025 |
|
| Tradition Wealth Management | 16k | $447k | 7% | Sep 2025 |
|
| FSC Wealth Advisors | 16k | $447k | 13% | Sep 2025 |
|
| D.B. Root & Company | 16k | $447k | 11% | Sep 2025 |
|
| Peapack Gladstone Financial Corp | 16k | $441k | 0% | Sep 2025 |
|
| Clarity Capital Advisors | 16k | $435k | 0% | Sep 2025 |
|
| Mengis Capital Management | 15k | $432k | 100% | Sep 2025 |
|
| Parallel Advisors | 15k | $431k | 0% | Sep 2025 |
|
| Collaborative Wealth Managment | 15k | $409k | 0% | Sep 2025 |
|
| Souders Financial Advisors | 14k | $398k | -17% | Sep 2025 |
|
| Two Sigma Securities | 13k | $375k | 100% | Sep 2025 |
|
| Asset Advisors Investment Management | 13k | $358k | -27% | Sep 2025 |
|
| Tennessee Valley Asset Management Partners | 13k | $349k | 100% | Sep 2025 |
|
| Jaffetilchin Investment Partners | 13k | $348k | 1% | Sep 2025 |
|
| Janney Montgomery Scott | 12k | $347k | 1% | Sep 2025 |
|
| Bruce G. Allen Investments | 12k | $347k | 17% | Sep 2025 |
|
| Oppenheimer Asset Management | 12k | $338k | 1% | Sep 2025 |
|
| Resurgent Financial Advisors | 11k | $319k | 18% | Sep 2025 |
|
| Aptus Capital Advisors | 11k | $318k | -3% | Sep 2025 |
|
| Bell State Bank and Trust | 9.9k | $278k | 0% | Sep 2025 |
|
| HPM Partners | 9.9k | $276k | 1% | Sep 2025 |
|
| Joule Financial | 9.8k | $275k | 100% | Sep 2025 |
|
| Accredited Wealth Management | 9.1k | $129k | 100% | Sep 2025 |
|
| D'Orazio & Associates | 9.0k | $253k | 0% | Sep 2025 |
|
| Landaas & Co | 8.9k | $248k | 100% | Sep 2025 |
|
| UBS Group | 8.8k | $246k | -1% | Sep 2025 |
|
| CVA Family Office | 8.5k | $237k | 0% | Sep 2025 |
|
| Advisory Services Network | 8.2k | $229k | 0% | Sep 2025 |
|
| Orgel Wealth Management | 7.6k | $213k | 100% | Sep 2025 |
|
| Beacon Pointe Advisors | 7.6k | $211k | 0% | Sep 2025 |
|
| Sage Investment Counsel | 7.4k | $207k | 0% | Sep 2025 |
|
| BXM Wealth | 7.4k | $206k | 0% | Sep 2025 |
|
| Atomi Financial Group | 7.2k | $202k | 100% | Sep 2025 |
|
| Meridian Financial | 7.2k | $200k | 100% | Sep 2025 |
|
| Steward Partners Investment Advisory | 6.6k | $185k | 1% | Sep 2025 |
|
| LGT Financial Advisors | 6.3k | $177k | 100% | Sep 2025 |
|
| Redwood Park Advisors | 5.8k | $161k | 0% | Sep 2025 |
|
| Red Tortoise | 5.7k | $160k | 1% | Sep 2025 |
|
| Smartleaf Asset Management | 5.0k | $139k | 0% | Sep 2025 |
|
| AE Wealth Management | 5.0k | $140k | 100% | Sep 2025 |
|
| North Star Investment Management | 4.9k | $136k | 100% | Sep 2025 |
|
| Wells Fargo & Company | 4.8k | $134k | 0% | Sep 2025 |
|
| FMR | 4.2k | $118k | 60% | Sep 2025 |
|
| Hara Capital | 4.0k | $113k | -2% | Sep 2025 |
|
| Sontag Advisory | 3.7k | $103k | 100% | Sep 2025 |
|
| Jpmorgan Chase & Co | 3.5k | $115k | -26% | Sep 2025 |
|
| Caldwell Sutter Capital | 3.4k | $96k | 1% | Sep 2025 |
|
| CoreCap Advisors | 2.6k | $71k | 0% | Sep 2025 |
|
| Anchor Investment Management | 2.5k | $71k | -10% | Sep 2025 |
|
| Concord Wealth Partners | 2.3k | $65k | 1% | Sep 2025 |
|
| AdvisorNet Financial | 1.9k | $53k | 1% | Sep 2025 |
|
| Hanson McClain Advisors | 1.6k | $45k | 0% | Sep 2025 |
|
| Breakwater Investment Management | 1.5k | $41k | 0% | Sep 2025 |
|
| Strategic Investment Solutions | 1.2k | $34k | -40% | Sep 2025 |
|
| Parkside Financial Bank & Trust | 1.0k | $28k | 0% | Sep 2025 |
|
| Principal Securities | 970.00 | $27k | 0% | Sep 2025 |
|
| CWM | 964.00 | $27k | 0% | Sep 2025 |
|
| C.M. Bidwell & Associates | 960.00 | $27k | 0% | Sep 2025 |
|
| Farmers & Merchants Trust Co of Chambersburg PA | 822.00 | $23k | 0% | Sep 2025 |
|
| CX Institutional | 807.00 | $23k | 1% | Sep 2025 |
|
| Assetmark | 751.00 | $21k | -15% | Sep 2025 |
|
| Fifth Third Bancorp | 629.00 | $18k | -45% | Sep 2025 |
|
| Brian McDonald | 612.00 | $17k | -9% | Sep 2025 |
|
| Global Retirement Partners | 411.00 | $12k | -18% | Sep 2025 |
|
| Harbour Investments | 377.00 | $11k | 0% | Sep 2025 |
|
| Financial Consulate | 250.00 | $7.0k | 100% | Sep 2025 |
|
| Capital Investment Advisory Services | 200.00 | $5.6k | 0% | Sep 2025 |
|
| AlphaCore Capital | 199.00 | $5.6k | 100% | Sep 2025 |
|
| IFP Advisors | 100.00 | $2.8k | 100% | Sep 2025 |
|
| DHJJ Financial Advisors | 55.00 | $1.5k | 100% | Sep 2025 |
|
| Simplex Trading | 55.00 | $999.999000 | -37% | Sep 2025 |
|
| Cullen Frost Bankers | 15.00 | $418.999500 | 100% | Sep 2025 |
|
| Asset Dedication | 3.00 | $84.999900 | 100% | Sep 2025 |
|
| GHP Investment Advisors | 1.00 | $29.000000 | 100% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 27k | $748k |
| Gts Securities | Jun 2025 | 17k | $465k |
| Financial Network Wealth Management | Mar 2025 | 2.2k | $56k |
| Lisa Snider | Jun 2025 | 645.00 | $176.020500 |
| Ameriflex Group | Jun 2025 | 258.00 | $7.0k |
| Cranbrook Wealth Management | Jun 2025 | 218.00 | $6.0k |
| Signature | Jun 2025 | 82.00 | $2.2k |
| CFG Asset Management | Jun 2025 | 1.00 | $22.000000 |
| Guardian Wealth Advisors, Llc / Nc | Jun 2025 | 1.00 | $18.000000 |