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 |
|---|---|---|---|---|---|
| Jane Street | 1.2M | $30M | 1001% | Dec 2023 |
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| Charles Schwab Investment Management | 1.1M | $27M | -4% | Dec 2023 |
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| Summit Asset Management | 742k | $18M | 5% | Dec 2023 |
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| Kohmann Bosshard Financial Services | 515k | $13M | -9% | Mar 2024 |
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| Souders Financial Advisors | 486k | $12M | 6% | Dec 2023 |
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| Principle Wealth Partners | 361k | $8.9M | 1% | Dec 2023 |
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| Advisor Group Holdings | 229k | $5.6M | 13% | Dec 2023 |
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| Tradition Wealth Management | 205k | $7.5M | -8% | Dec 2023 |
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| Stifel Financial | 201k | $4.9M | 42% | Dec 2023 |
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| HighTower Advisors | 187k | $4.6M | -19% | Dec 2023 |
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| First Merchants Bank, National Association | 183k | $4.5M | -21% | Dec 2023 |
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| Asset Advisors Investment Management | 182k | $4.5M | -1% | Dec 2023 |
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| Charles Schwab Trust | 180k | $4.4M | -43% | Mar 2024 |
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| Citadel Advisors | 173k | $4.3M | 100% | Dec 2023 |
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| Bank of America Corporation | 137k | $3.4M | -43% | Dec 2023 |
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| Pathstone Holdings | 124k | $3.1M | 100% | Dec 2023 |
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| ProVise Management Group | 123k | $3.0M | -10% | Dec 2023 |
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| Red Mountain Financial | 98k | $2.4M | 100% | Dec 2023 |
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| Iron Financial | 98k | $2.4M | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 95k | $2.3M | -4% | Dec 2023 |
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| Warren Averett Asset Management | 94k | $2.3M | 100% | Dec 2023 |
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| LongView Wealth Management | 91k | $2.2M | 41% | Mar 2024 |
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| Wsfs Capital Management | 89k | $2.2M | -19% | Dec 2023 |
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| Redhawk Wealth Advisors | 84k | $2.1M | 100% | Dec 2023 |
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| Noble Family Wealth | 75k | $1.8M | 1% | Mar 2024 |
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| MAI Wealth Advisors | 74k | $1.8M | 3% | Dec 2023 |
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| Commonwealth Equity Services | 67k | $1.7M | 23% | Dec 2023 |
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| Lisa Snider | 64k | $1.6M | 3% | Mar 2024 |
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| Sowell Financial Services | 63k | $1.5M | -17% | Dec 2023 |
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| Mutual Advisors | 60k | $1.5M | -19% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 56k | $1.4M | -2% | Mar 2024 |
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| Vanguard Group | 43k | $1.1M | 0% | Dec 2023 |
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| Lodestar Private Asset Management | 41k | $1.0M | 0% | Dec 2023 |
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| Spinnaker Investment Group | 40k | $974k | 32% | Dec 2023 |
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| Wedmont Private Capital | 38k | $924k | 0% | Mar 2024 |
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| D'Orazio & Associates | 38k | $937k | -39% | Dec 2023 |
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| CAP Partners | 36k | $883k | 2% | Mar 2024 |
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| Raymond James & Associates | 33k | $802k | 10% | Dec 2023 |
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| Cowa | 31k | $765k | 1% | Dec 2023 |
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| Streettalk Advisors | 27k | $665k | -20% | Dec 2023 |
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| Cape Investment Advisory | 27k | $652k | 17571% | Dec 2023 |
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| Sontag Advisory | 24k | $599k | 0% | Dec 2023 |
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| Kestra Advisory Services | 22k | $535k | -25% | Dec 2023 |
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| CVA Family Office | 22k | $530k | -16% | Dec 2023 |
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| HPM Partners | 21k | $513k | 0% | Dec 2023 |
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| Axxcess Wealth Management | 21k | $510k | 14% | Dec 2023 |
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| Jpmorgan Chase & Co | 19k | $478k | 100% | Dec 2023 |
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| Myecfo | 18k | $443k | -1% | Mar 2024 |
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| Sharkey, Howes & Javer | 18k | $429k | -42% | Mar 2024 |
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| Hamel Associates | 16k | $393k | 0% | Dec 2023 |
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| Clarity Capital Advisors | 16k | $377k | 0% | Mar 2024 |
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| Royal Bank of Canada | 15k | $375k | 135% | Dec 2023 |
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| Acorn Wealth Advisors | 14k | $337k | 49% | Dec 2023 |
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| Principal Securities | 13k | $316k | 100% | Dec 2023 |
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| Collaborative Wealth Managment | 12k | $294k | -2% | Dec 2023 |
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| Cambridge Advisors | 11k | $274k | -49% | Mar 2024 |
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| H D Vest Advisory Services | 11k | $272k | -8% | Dec 2023 |
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| Brogan Financial | 11k | $266k | 100% | Dec 2023 |
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| Balboa Wealth Partners | 9.9k | $244k | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 9.6k | $236k | 100% | Dec 2023 |
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| Park Avenue Securities | 9.4k | $227k | 100% | Mar 2024 |
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| Milestone Investment Advisors | 7.3k | $180k | 0% | Dec 2023 |
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| Advisory Services Network | 5.7k | $140k | 100% | Dec 2023 |
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| Bruce G. Allen Investments | 4.7k | $114k | -38% | Mar 2024 |
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| Bogart Wealth | 4.2k | $103k | 0% | Dec 2023 |
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| Parkside Financial Bank & Trust | 4.0k | $98k | 100% | Dec 2023 |
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| UBS Group | 3.4k | $83k | 1079% | Dec 2023 |
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| Anchor Investment Management | 2.3k | $57k | 8% | Dec 2023 |
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| AdvisorNet Financial | 1.8k | $44k | 1% | Mar 2024 |
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| Scarborough Advisors | 1.7k | $41k | 100% | Dec 2023 |
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| Sandy Spring Bank | 1.3k | $31k | 0% | Dec 2023 |
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| Caldwell Sutter Capital | 428.00 | $11k | 100% | Dec 2023 |
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| Main Street Group | 208.00 | $5.1k | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 200.00 | $4.9k | 0% | Dec 2023 |
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| AlphaMark Advisors | 125.00 | $3.0k | 0% | Mar 2024 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| McCarthy Asset Management | Sep 2023 | 232k | $5.3M |
| Harbour Investment Management | Sep 2023 | 46k | $1.1M |
| Brookstone Capital Management | Dec 2023 | 15k | $357k |
| Canvas Wealth Advisors | Sep 2023 | 13k | $297k |
| Red Door Wealth Management | Dec 2023 | 8.5k | $209k |
| Parallel Advisors | Sep 2023 | 1.6k | $36k |
| TSFG | Dec 2023 | 1.4k | $34k |
| Wells Fargo & Company | Sep 2023 | 810.00 | $19k |
| Sheets Smith Wealth Management | Sep 2023 | 493.00 | $11k |
| Moss Adams Wealth Advisors | Sep 2023 | 319.00 | $7.3k |