Who owns SCHWAB STRATEGIC TR?
- Ticker: SCHY
- CUSIP Number: 808524672
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Analyze quarterly positions in Schwab Strategic Tr with up to 7 years of data, all consolidated into one spreadsheet
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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 |
|---|---|---|---|---|---|
| Summit Asset Management | 841k | $22M | 2% | Sep 2024 |
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| Souders Financial Advisors | 525k | $14M | -3% | Sep 2024 |
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| Envestnet Asset Management | 328k | $8.6M | 5% | Sep 2024 |
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| Kohmann Bosshard Financial Services | 310k | $8.1M | -4% | Sep 2024 |
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| Advisor Group Holdings | 257k | $6.7M | 6% | Sep 2024 |
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| Asset Advisors Investment Management | 250k | $6.5M | 0% | Sep 2024 |
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| LPL Financial | 215k | $5.6M | -6% | Sep 2024 |
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| Magnolia Capital Advisors | 209k | $5.5M | -12% | Sep 2024 |
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| Stifel Financial | 208k | $4.9M | 1% | Jun 2024 |
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| Principle Wealth Partners | 200k | $4.7M | -43% | Jun 2024 |
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| Charles Schwab Trust | 180k | $4.7M | 1% | Sep 2024 |
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| Iron Financial | 174k | $4.5M | 42% | Sep 2024 |
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| First Merchants Bank, National Association | 169k | $4.4M | 5% | Sep 2024 |
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| LongView Wealth Management | 139k | $3.6M | 26% | Sep 2024 |
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| Modern Wealth Management | 132k | $3.5M | 100% | Sep 2024 |
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| Morgan Stanley | 127k | $3.0M | 60% | Jun 2024 |
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| Red Mountain Financial | 116k | $3.0M | 6% | Sep 2024 |
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| Robertson Stephens Wealth Management | 114k | $3.0M | 100% | Sep 2024 |
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| MAI Wealth Advisors | 103k | $2.7M | 0% | Sep 2024 |
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| Pathstone Holdings | 103k | $2.7M | 0% | Sep 2024 |
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| Bank of America Corporation | 102k | $2.7M | -3% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 99k | $2.6M | -8% | Sep 2024 |
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| Integrated Wealth Concepts | 97k | $2.5M | -1% | Sep 2024 |
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| Burns Wealth Management | 86k | $2.2M | -2% | Sep 2024 |
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| Jane Street | 82k | $2.1M | -71% | Sep 2024 |
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| Noble Family Wealth | 75k | $2.0M | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 74k | $1.9M | -1% | Sep 2024 |
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| HighTower Advisors | 69k | $1.6M | -52% | Jun 2024 |
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| Mml Investors Services | 68k | $1.8M | 5% | Sep 2024 |
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| Commonwealth Equity Services | 60k | $1.6M | -25% | Sep 2024 |
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| Kestra Advisory Services | 60k | $1.6M | -27% | Sep 2024 |
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| Ohe Financial | 57k | $1.5M | 9% | Sep 2024 |
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| Sowell Financial Services | 57k | $1.5M | -1% | Sep 2024 |
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| Embree Financial Group | 56k | $1.5M | 1% | Sep 2024 |
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| Lisa Snider | 54k | $14k | -15% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 54k | $1.3M | -5% | Jun 2024 |
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| Jpmorgan Chase & Co | 51k | $1.3M | 6% | Sep 2024 |
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| Mutual Advisors | 49k | $1.2M | -13% | Sep 2024 |
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| Vanguard Group | 43k | $1.0M | 0% | Jun 2024 |
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| Beacon Financial | 41k | $1.1M | 3% | Sep 2024 |
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| Lodestar Private Asset Management | 40k | $1.1M | 0% | Sep 2024 |
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| Envestnet Portfolio Solutions | 40k | $1.1M | 9% | Sep 2024 |
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| Cape Investment Advisory | 40k | $935k | 28% | Jun 2024 |
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| Raymond James & Associates | 39k | $1.0M | 20% | Sep 2024 |
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| Spinnaker Investment Group | 39k | $1.0M | 0% | Sep 2024 |
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| Wedmont Private Capital | 38k | $977k | 0% | Sep 2024 |
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| Wsfs Capital Management | 38k | $997k | -28% | Sep 2024 |
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| ProVise Management Group | 36k | $946k | -35% | Sep 2024 |
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| Cowa | 34k | $889k | -4% | Sep 2024 |
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| Streettalk Advisors | 33k | $861k | 7% | Sep 2024 |
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| Acorn Wealth Advisors | 31k | $741k | 41% | Jun 2024 |
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| Hamel Associates | 30k | $785k | 0% | Sep 2024 |
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| Per Stirling Capital Management | 29k | $749k | 5% | Sep 2024 |
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| Old Mission Capital | 27k | $639k | -91% | Jun 2024 |
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| Family Asset Management | 24k | $629k | -3% | Sep 2024 |
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| CAP Partners | 23k | $589k | -41% | Sep 2024 |
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| Cetera Investment Advisers | 23k | $531k | 13% | Jun 2024 |
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| CVA Family Office | 22k | $565k | 0% | Sep 2024 |
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| HPM Partners | 21k | $546k | 0% | Sep 2024 |
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| Myecfo | 21k | $541k | 14% | Sep 2024 |
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| Vawter Financial | 21k | $538k | 0% | Sep 2024 |
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| Sanctuary Advisors | 20k | $484k | 100% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 17k | $442k | -13% | Sep 2024 |
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| Clarity Capital Advisors | 16k | $407k | 0% | Sep 2024 |
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| Parallel Advisors | 15k | $393k | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 14k | $365k | 5% | Sep 2024 |
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| Collaborative Wealth Managment | 14k | $362k | 0% | Sep 2024 |
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| Asset Managment | 13k | $347k | 3% | Sep 2024 |
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| FSC Wealth Advisors | 13k | $327k | 100% | Sep 2024 |
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| Strategic Investment Solutions | 12k | $337k | -8% | Sep 2024 |
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| Sharkey, Howes & Javer | 12k | $314k | -9% | Sep 2024 |
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| Tradition Wealth Management | 12k | $306k | 12% | Sep 2024 |
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| Park Avenue Securities | 12k | $303k | 10% | Sep 2024 |
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| Balboa Wealth Partners | 12k | $301k | 16% | Sep 2024 |
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| Canvas Wealth Advisors | 11k | $297k | 0% | Sep 2024 |
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| H D Vest Advisory Services | 11k | $259k | 2% | Jun 2024 |
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| Oppenheimer Asset Management | 11k | $283k | 9% | Sep 2024 |
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| D'Orazio & Associates | 11k | $283k | -65% | Sep 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10k | $270k | 100% | Sep 2024 |
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| Greenleaf Trust | 10k | $267k | 100% | Sep 2024 |
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| Creative Planning | 10k | $261k | 100% | Sep 2024 |
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| Orcam Financial Group | 9.7k | $253k | 100% | Sep 2024 |
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| Principal Securities | 9.1k | $239k | -12% | Sep 2024 |
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| Mot | 9.0k | $236k | 0% | Sep 2024 |
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| Aptus Capital Advisors | 8.8k | $231k | -6% | Sep 2024 |
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| Royal Bank of Canada | 8.6k | $233k | -74% | Sep 2024 |
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| Colonial Trust Co / SC | 8.0k | $210k | 1% | Sep 2024 |
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| Steward Partners Investment Advisory | 6.5k | $154k | 0% | Jun 2024 |
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| CoreCap Advisors | 6.1k | $161k | 100% | Sep 2024 |
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| Red Tortoise | 5.8k | $151k | 93% | Sep 2024 |
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| Bruce G. Allen Investments | 4.9k | $127k | 2% | Sep 2024 |
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| Hara Capital | 4.4k | $114k | 100% | Sep 2024 |
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| Jaffetilchin Investment Partners | 3.8k | $99k | 100% | Sep 2024 |
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| Goss Wealth Management | 3.4k | $81k | 0% | Jun 2024 |
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| Caldwell Sutter Capital | 2.8k | $74k | 2% | Sep 2024 |
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| Concord Wealth Partners | 2.3k | $60k | 1% | Sep 2024 |
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| Carolinas Wealth Consulting | 2.2k | $58k | 0% | Sep 2024 |
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| Anchor Investment Management | 2.2k | $58k | 13% | Sep 2024 |
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| Brian McDonald | 2.0k | $53k | 2% | Sep 2024 |
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| AdvisorNet Financial | 1.8k | $48k | 1% | Sep 2024 |
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| Smartleaf Asset Management | 1.8k | $48k | 100% | Sep 2024 |
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| Hanson McClain Advisors | 1.7k | $43k | 0% | Sep 2024 |
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| BlackRock | 1.5k | $40k | 100% | Sep 2024 |
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| BlackRock | 1.5k | $34k | 15% | Jun 2024 |
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| Bogart Wealth | 1.5k | $38k | -65% | Sep 2024 |
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| Breakwater Investment Management | 1.1k | $25k | 0% | Sep 2024 |
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| Parkside Financial Bank & Trust | 1.0k | $26k | 0% | Sep 2024 |
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| C.M. Bidwell & Associates | 960.00 | $25k | 0% | Sep 2024 |
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| Rice Partnership | 717.00 | $19k | 100% | Sep 2024 |
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| Proequities | 528.00 | $14M | 4% | Sep 2024 |
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| Harbour Investments | 377.00 | $9.9k | 0% | Sep 2024 |
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| Wells Fargo & Company | 367.00 | $9.6k | 37% | Sep 2024 |
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| Main Street Group | 215.00 | $5.6k | 1% | Sep 2024 |
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| Capital Investment Advisory Services | 200.00 | $5.2k | 0% | Sep 2024 |
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| Oliver Lagore Vanvalin Investment Group | 100.00 | $2.6k | 100% | Sep 2024 |
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| Simplex Trading | 56.00 | $999.997600 | -41% | Sep 2024 |
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| Mascoma Wealth Management | 40.00 | $1.0k | 100% | Sep 2024 |
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| CWM | 9.00 | $0 | 100% | Sep 2024 |
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| Hantz Financial Services | 1.00 | $0 | 0% | Jun 2024 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 1.0M | $25M |
| Susquehanna International | Jun 2024 | 227k | $5.4M |
| Citadel Advisors | Jun 2024 | 89k | $2.1M |
| Flow Traders US | Jun 2024 | 37k | $876k |
| Cambridge Advisors | Jun 2024 | 10k | $237k |
| Sittner & Nelson | Jun 2024 | 3.9k | $93k |
| International Assets Investment Management | Jun 2024 | 1.8k | $43k |
| Redwood Wealth Management Group | Jun 2024 | 300.00 | $7.1k |
| Kelly Financial Services | Jun 2024 | 96.00 | $2.3k |
| Creative Financial Designs | Jun 2024 | 52.00 | $1.2k |