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 |
|---|---|---|---|---|---|
| Cresset Asset Management | 3.6M | $106M | 9% | Dec 2025 |
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| Hamel Associates | 707k | $21M | 12% | Dec 2025 |
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| Summit Asset Management | 604k | $18M | -5% | Dec 2025 |
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| Jane Street | 600k | $18M | 957% | Dec 2025 |
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| Advisor Group Holdings | 585k | $17M | 7% | Dec 2025 |
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| HighTower Advisors | 409k | $12M | -5% | Dec 2025 |
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| LPL Financial | 345k | $10M | 24% | Dec 2025 |
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| Modern Wealth Management | 324k | $9.7M | 38% | Dec 2025 |
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| Charles Schwab Trust | 292k | $8.7M | -1% | Dec 2025 |
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| Iron Financial | 285k | $8.5M | 1% | Dec 2025 |
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| LeConte Wealth Management | 207k | $6.2M | -12% | Dec 2025 |
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| Robertson Stephens Wealth Management | 193k | $5.7M | 11% | Dec 2025 |
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| Magnolia Capital Advisors | 190k | $5.7M | 63% | Dec 2025 |
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| LongView Wealth Management | 181k | $5.5M | -3% | Dec 2025 |
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| OMC Financial Services | 159k | $4.7M | 0% | Dec 2025 |
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| Fiduciary Alliance | 150k | $4.5M | 62% | Dec 2025 |
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| Mutual Advisors | 149k | $4.5M | -6% | Dec 2025 |
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| Sequoia Financial Advisors | 142k | $4.2M | -23% | Dec 2025 |
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| Red Mountain Financial | 134k | $4.0M | 2% | Dec 2025 |
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| Commonwealth Equity Services | 133k | $4.0M | 6% | Dec 2025 |
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| Stifel Financial | 128k | $3.8M | -7% | Dec 2025 |
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| MAI Wealth Advisors | 126k | $3.8M | -1% | Dec 2025 |
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| Warren Averett Asset Management | 124k | $3.7M | 13% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 117k | $3.5M | 17% | Dec 2025 |
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| Ohe Financial | 115k | $3.4M | 28% | Dec 2025 |
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| Integrated Wealth Concepts | 109k | $3.2M | -4% | Dec 2025 |
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| Pathstone Holdings | 103k | $3.1M | 0% | Dec 2025 |
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| Noble Family Wealth | 101k | $3.0M | 3% | Dec 2025 |
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| Carolina Wealth Advisors | 93k | $2.8M | 2% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 90k | $2.7M | -1% | Dec 2025 |
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| Farrow Financial | 81k | $2.4M | 100% | Dec 2025 |
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| First Merchants Bank, National Association | 77k | $2.3M | -7% | Dec 2025 |
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| Royal Bank of Canada | 74k | $2.1M | 28% | Sep 2025 |
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| Cambridge Investment Research Advisors | 74k | $2.2M | 1% | Dec 2025 |
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| Burns Wealth Management | 74k | $2.2M | -6% | Dec 2025 |
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| Wolfstich Capital | 71k | $2.1M | 0% | Dec 2025 |
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| Susquehanna International | 67k | $2.0M | 100% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 64k | $1.9M | -5% | Dec 2025 |
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| Farther Finance Advisors | 61k | $1.8M | 19% | Dec 2025 |
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| Mariner Wealth Advisors | 55k | $1.7M | 8% | Dec 2025 |
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| Astoria Portfolio Advisors | 49k | $1.7M | 54% | Dec 2025 |
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| Cape Investment Advisory | 49k | $1.5M | 100% | Dec 2025 |
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| Embree Financial Group | 46k | $1.4M | -2% | Dec 2025 |
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| Seek First | 46k | $1.4M | 1% | Dec 2025 |
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| Planwiser Financial | 46k | $1.4M | 100% | Dec 2025 |
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| Creative Planning | 45k | $1.4M | -1% | Dec 2025 |
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| Vanguard Group | 44k | $1.3M | 0% | Dec 2025 |
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| Pensionmark Financial Group | 43k | $1.2M | 100% | Dec 2025 |
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| Mml Investors Services | 41k | $1.2M | 0% | Dec 2025 |
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| Spinnaker Investment Group | 40k | $1.2M | 0% | Dec 2025 |
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| Asset Managment | 39k | $1.2M | 46% | Dec 2025 |
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| Streettalk Advisors | 38k | $1.1M | 0% | Dec 2025 |
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| Goldman Sachs Group | 36k | $1.1M | 0% | Dec 2025 |
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| Berkeley | 34k | $1.0M | 0% | Dec 2025 |
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| Kestra Advisory Services | 33k | $990k | 5% | Dec 2025 |
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| Cetera Investment Advisers | 33k | $979k | 8% | Dec 2025 |
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| Wsfs Capital Management | 32k | $943k | 0% | Dec 2025 |
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| ProVise Management Group | 31k | $936k | 0% | Dec 2025 |
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| Hidden Cove Wealth Management | 31k | $922k | 48% | Dec 2025 |
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| Goss Wealth Management | 31k | $910k | 4% | Dec 2025 |
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| Inspire Advisors | 29k | $853k | 13% | Dec 2025 |
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| Lodestar Private Asset Management | 28k | $840k | 0% | Dec 2025 |
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| Davenport & Co | 28k | $829k | 100% | Dec 2025 |
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| Myecfo | 26k | $765k | -1% | Dec 2025 |
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| Wedmont Private Capital | 25k | $749k | 0% | Dec 2025 |
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| Raymond James Financial | 23k | $697k | 2% | Dec 2025 |
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| Landaas & Co | 23k | $685k | 159% | Dec 2025 |
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| Acorn Wealth Advisors | 23k | $679k | 4% | Dec 2025 |
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| Per Stirling Capital Management | 22k | $669k | 0% | Dec 2025 |
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| Keystone Financial Group | 21k | $626k | 0% | Dec 2025 |
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| Envestnet Asset Management | 20k | $609k | 23% | Dec 2025 |
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| Vawter Financial | 20k | $608k | 0% | Dec 2025 |
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| D.B. Root & Company | 19k | $568k | 19% | Dec 2025 |
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| Cowa | 18k | $545k | 3% | Dec 2025 |
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| Heritage Wealth Management | 17k | $507k | 100% | Dec 2025 |
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| Qube Research & Technologies | 17k | $502k | 100% | Dec 2025 |
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| Resurgent Financial Advisors | 16k | $476k | 40% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 16k | $471k | 0% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16k | $468k | 100% | Dec 2025 |
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| Mengis Capital Management | 15k | $432k | 100% | Sep 2025 |
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| Parallel Advisors | 15k | $460k | 0% | Dec 2025 |
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| Tradition Wealth Management | 15k | $459k | -4% | Dec 2025 |
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| Collaborative Wealth Managment | 15k | $436k | 0% | Dec 2025 |
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| Clarity Capital Advisors | 15k | $435k | -6% | Dec 2025 |
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| Texas Capital Bank Wealth Management Services | 14k | $411k | 100% | Dec 2025 |
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| Souders Financial Advisors | 14k | $407k | -4% | Dec 2025 |
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| Chicago Partners Investment | 13k | $409k | 100% | Dec 2025 |
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| Jaffetilchin Investment Partners | 13k | $376k | 1% | Dec 2025 |
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| Janney Montgomery Scott | 12k | $371k | 0% | Dec 2025 |
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| Oppenheimer Asset Management | 12k | $368k | 2% | Dec 2025 |
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| Scholtz & Company | 12k | $363k | 100% | Dec 2025 |
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| BXM Wealth | 12k | $347k | 57% | Dec 2025 |
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| Aptus Capital Advisors | 12k | $343k | 1% | Dec 2025 |
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| Bruce G. Allen Investments | 11k | $332k | -10% | Dec 2025 |
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| HPM Partners | 11k | $329k | 12% | Dec 2025 |
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| Sei Investments | 11k | $325k | 100% | Dec 2025 |
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| Westbourne Investments | 11k | $331k | 100% | Dec 2025 |
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| Joule Financial | 10k | $299k | 2% | Dec 2025 |
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| Bell State Bank and Trust | 9.9k | $295k | 0% | Dec 2025 |
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| Hohimer Wealth Management | 9.7k | $290k | 100% | Dec 2025 |
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| Beacon Pointe Advisors | 9.4k | $279k | 24% | Dec 2025 |
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| Crusonia Wealth Advisors | 9.2k | $275k | 100% | Dec 2025 |
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| Accredited Wealth Management | 9.1k | $129k | 100% | Sep 2025 |
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| D'Orazio & Associates | 9.0k | $270k | 0% | Dec 2025 |
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| Orgel Wealth Management | 8.8k | $263k | 16% | Dec 2025 |
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| Two Sigma Securities | 8.6k | $258k | -36% | Dec 2025 |
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| CVA Family Office | 8.5k | $254k | 0% | Dec 2025 |
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| CI Private Wealth | 8.3k | $246k | 100% | Dec 2025 |
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| Advisory Services Network | 8.2k | $245k | 0% | Dec 2025 |
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| Quadrature Capital | 7.9k | $235k | 100% | Dec 2025 |
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| Sage Investment Counsel | 7.4k | $222k | 0% | Dec 2025 |
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| Atomi Financial Group | 7.3k | $218k | 1% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 7.2k | $213k | 100% | Dec 2025 |
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| UBS Group | 7.0k | $209k | -20% | Dec 2025 |
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| Sharkey, Howes & Javer | 6.7k | $201k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 6.7k | $199k | 1% | Dec 2025 |
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| LGT Financial Advisors | 6.3k | $189k | 0% | Dec 2025 |
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| Brian McDonald | 6.0k | $178k | 873% | Dec 2025 |
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| Red Tortoise | 5.8k | $172k | 1% | Dec 2025 |
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| Redwood Park Advisors | 5.8k | $172k | 0% | Dec 2025 |
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| Monetary Solutions | 5.1k | $151k | 100% | Dec 2025 |
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| AE Wealth Management | 5.0k | $149k | 0% | Dec 2025 |
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| Smartleaf Asset Management | 5.0k | $148k | -1% | Dec 2025 |
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| North Star Investment Management | 4.9k | $147k | 1% | Dec 2025 |
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| MCF Advisors | 4.6k | $137k | 100% | Dec 2025 |
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| FMR | 4.2k | $118k | 60% | Sep 2025 |
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| Hara Capital | 4.0k | $121k | 0% | Dec 2025 |
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| Pinnacle Bank | 3.9k | $115k | 100% | Dec 2025 |
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| Caldwell Sutter Capital | 3.7k | $111k | 9% | Dec 2025 |
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| Jpmorgan Chase & Co | 3.5k | $115k | 100% | Sep 2025 |
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| Anchor Investment Management | 2.9k | $85k | 12% | Dec 2025 |
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| CoreCap Advisors | 2.6k | $76k | 0% | Dec 2025 |
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| Strategic Investment Solutions | 2.4k | $71k | 96% | Dec 2025 |
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| AdvisorNet Financial | 2.3k | $68k | 19% | Dec 2025 |
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| Assetmark | 2.1k | $62k | 176% | Dec 2025 |
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| International Assets Investment Management | 1.8k | $54k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 1.8k | $52k | 8% | Dec 2025 |
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| Biltmore Family Office | 1.7k | $51k | 100% | Dec 2025 |
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| Franklin Resources | 1.6k | $49k | 100% | Dec 2025 |
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| Breakwater Investment Management | 1.5k | $44k | 0% | Dec 2025 |
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| Optima Capital | 1.0k | $30k | 100% | Dec 2025 |
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| Parkside Financial Bank & Trust | 1.0k | $30k | 0% | Dec 2025 |
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| CWM | 964.00 | $29k | 0% | Dec 2025 |
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| C.M. Bidwell & Associates | 960.00 | $29k | 0% | Dec 2025 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 822.00 | $25k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 629.00 | $19k | 0% | Dec 2025 |
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| SageView Advisory Group | 605.00 | $18k | 100% | Dec 2025 |
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| Global Retirement Partners | 415.00 | $12k | 1% | Dec 2025 |
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| Harbour Investments | 343.00 | $10k | -9% | Dec 2025 |
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| Financial Consulate | 250.00 | $7.5k | 0% | Dec 2025 |
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| Wells Fargo & Company | 4.00 | $118.666800 | -100% | Dec 2025 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2025 | 141k | $3.9M |
| CAP Partners | Sep 2025 | 40k | $1.1M |
| FSC Wealth Advisors | Sep 2025 | 16k | $447k |
| Asset Advisors Investment Management | Sep 2025 | 13k | $358k |
| Tennessee Valley Asset Management Partners | Sep 2025 | 13k | $349k |
| Meridian Financial | Sep 2025 | 7.2k | $200k |
| Sontag Advisory | Sep 2025 | 3.7k | $103k |
| Concord Wealth Partners | Sep 2025 | 2.3k | $65k |
| Principal Securities | Sep 2025 | 970.00 | $27k |
| CX Institutional | Sep 2025 | 807.00 | $23k |
| Lisa Snider | Jun 2025 | 645.00 | $176.020500 |