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 | 3.7M | $118M | 5% | Jun 2026 |
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| Hamel Associates | 809k | $26M | -1% | Jun 2026 |
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| Advisor Group Holdings | 614k | $20M | 6% | Jun 2026 |
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| Modern Wealth Management | 602k | $19M | 80% | Jun 2026 |
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| Summit Asset Management | 600k | $19M | -1% | Jun 2026 |
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| Fifth Third Wealth Advisors | 587k | $18M | 53% | Sep 2026 |
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| LPL Financial | 554k | $18M | 19% | Jun 2026 |
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| HighTower Advisors | 436k | $14M | -1% | Jun 2026 |
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| TD Waterhouse Canada | 429k | $13M | 36% | Sep 2026 |
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| Bank of America Corporation | 418k | $13M | 0% | Jun 2026 |
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| Iron Financial | 321k | $10M | 1% | Sep 2026 |
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| Woodmont Investment Counsel | 301k | $9.5M | 4% | Jun 2026 |
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| Charles Schwab Trust | 283k | $8.9M | 1% | Sep 2026 |
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| LongView Wealth Management | 233k | $7.3M | 12% | Sep 2026 |
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| Nuveen | 224k | $7.1M | 100% | Jun 2026 |
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| Robertson Stephens Wealth Management | 223k | $7.0M | 6% | Sep 2026 |
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| Envestnet Asset Management | 221k | $7.0M | 355% | Jun 2026 |
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| Commonwealth Equity Services | 186k | $5.9M | 14% | Jun 2026 |
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| Magnolia Capital Advisors | 177k | $5.6M | 0% | Jun 2026 |
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| Fiduciary Alliance | 169k | $5.3M | -7% | Sep 2026 |
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| Warren Averett Asset Management | 158k | $5.0M | 6% | Jun 2026 |
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| Stifel Financial | 154k | $4.9M | -15% | Jun 2026 |
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| Red Mountain Financial | 153k | $4.9M | 8% | Jun 2026 |
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| Carolina Wealth Advisors | 149k | $4.7M | 9% | Sep 2026 |
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| Mutual Advisors | 147k | $4.6M | -4% | Jun 2026 |
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| LeConte Wealth Management | 140k | $4.4M | -12% | Sep 2026 |
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| Ohe Financial | 139k | $4.4M | 13% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 133k | $4.2M | 2% | Jun 2026 |
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| Mml Investors Services | 131k | $4.1M | 111% | Jun 2026 |
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| Farrow Financial | 126k | $4.0M | 2% | Jun 2026 |
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| Opus Financial Solutions | 124k | $3.9M | -5% | Jun 2026 |
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| Jpmorgan Chase & Co | 122k | $3.9M | 100% | Jun 2026 |
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| MAI Wealth Advisors | 113k | $3.6M | -12% | Jun 2026 |
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| Noble Family Wealth | 113k | $3.5M | 0% | Sep 2026 |
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| Royal Bank of Canada | 112k | $3.6M | 1% | Jun 2026 |
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| Pathstone Holdings | 103k | $3.3M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 103k | $3.3M | 1% | Jun 2026 |
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| Cetera Investment Advisers | 100k | $3.2M | 96% | Jun 2026 |
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| Integrated Wealth Concepts | 99k | $3.1M | -7% | Jun 2026 |
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| Raymond James Financial | 89k | $2.8M | 109% | Jun 2026 |
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| Sequoia Financial Advisors | 87k | $2.8M | -25% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 84k | $2.3M | 3% | Sep 2026 |
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| Kestra Advisory Services | 68k | $2.2M | 80% | Jun 2026 |
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| Apollon Wealth Management | 68k | $2.1M | 100% | Sep 2026 |
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| Farther Finance Advisors | 68k | $2.1M | 3% | Sep 2026 |
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| Savant Capital Management | 66k | $2.2M | 100% | Jun 2026 |
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| First Merchants Bank, National Association | 64k | $2.0M | -2% | Sep 2026 |
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| Perspective Wealth Advisors | 60k | $1.9M | 11% | Jun 2026 |
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| Astoria Portfolio Advisors | 60k | $1.9M | 19% | Jun 2026 |
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| Kohmann Bosshard Financial Services | 59k | $1.9M | -1% | Jun 2026 |
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| Mariner Wealth Advisors | 58k | $1.8M | -7% | Jun 2026 |
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| Bravera Wealth | 55k | $1.7M | -5% | Jun 2026 |
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| Cape Investment Advisory | 55k | $1.7M | 4% | Sep 2026 |
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| Eagle Harbor Asset Management | 52k | $1.6M | 0% | Sep 2026 |
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| Creative Planning | 51k | $1.6M | 8% | Jun 2026 |
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| Elequin Capital | 50k | $1.6M | -83% | Jun 2026 |
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| M3 Wealth Management | 50k | $1.6M | 306% | Jun 2026 |
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| Copper Harbor Investment Advisors | 49k | $1.5M | 0% | Sep 2026 |
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| Inspire Advisors | 48k | $1.5M | 28% | Jun 2026 |
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| Pensionmark Financial Group | 47k | $1.5M | -1% | Jun 2026 |
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| Seek First | 44k | $1.4M | -4% | Jun 2026 |
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| Davenport & Co | 44k | $1.4M | -1% | Jun 2026 |
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| Embree Financial Group | 44k | $1.4M | 0% | Sep 2026 |
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| St. Denis J. Villere & Co | 43k | $1.4M | 100% | Jun 2026 |
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| Vanguard National Trust | 43k | $1.4M | 0% | Jun 2026 |
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| Streettalk Advisors | 42k | $1.3M | 4% | Sep 2026 |
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| Wise Wealth Partners | 41k | $1.3M | 2% | Sep 2026 |
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| Brookstone Capital Management | 41k | $1.3M | 358% | Sep 2026 |
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| Spinnaker Investment Group | 40k | $1.3M | 0% | Sep 2026 |
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| Goldman Sachs Group | 40k | $1.3M | -25% | Jun 2026 |
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| Good Harbor Advisors | 39k | $1.2M | 62% | Sep 2026 |
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| CrossGen Wealth | 39k | $1.2M | 620% | Jun 2026 |
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| Hidden Cove Wealth Management | 39k | $1.2M | -4% | Sep 2026 |
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| Asset Managment | 38k | $1.2M | -3% | Jun 2026 |
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| Western Wealth Management | 37k | $1.2M | -3% | Jun 2026 |
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| Berkeley | 34k | $1.1M | 0% | Sep 2026 |
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| Orographic Financial Advisors | 34k | $1.1M | 0% | Jun 2026 |
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| Acorn Wealth Advisors | 34k | $1.1M | 18% | Sep 2026 |
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| Goss Wealth Management | 33k | $1.1M | 7% | Jun 2026 |
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| Wsfs Capital Management | 32k | $1.0M | 0% | Jun 2026 |
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| ProVise Management Group | 31k | $996k | 0% | Jun 2026 |
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| D.B. Root & Company | 30k | $956k | 6% | Jun 2026 |
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| Beacon Pointe Advisors | 30k | $945k | 61% | Jun 2026 |
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| Independent Financial Group | 30k | $934k | -1% | Sep 2026 |
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| Orgel Wealth Management | 28k | $886k | 5% | Sep 2026 |
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| Lodestar Private Asset Management | 28k | $890k | 0% | Jun 2026 |
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| Myecfo | 27k | $842k | 4% | Sep 2026 |
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| CI Private Wealth | 26k | $823k | -23% | Jun 2026 |
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| Wedmont Private Capital | 26k | $805k | 1% | Sep 2026 |
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| HPM Partners | 25k | $789k | 91% | Jun 2026 |
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| AQR Capital Management | 24k | $758k | 100% | Jun 2026 |
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| Hendershot Investments | 23k | $740k | 154% | Jun 2026 |
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| Capital Square | 23k | $732k | -2% | Sep 2026 |
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| Landaas & Co | 23k | $732k | 0% | Jun 2026 |
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| Janney Montgomery Scott | 21k | $667k | 13% | Jun 2026 |
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| Mengis Capital Management | 20k | $642k | 7% | Sep 2026 |
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| Cowa | 19k | $598k | 0% | Jun 2026 |
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| Per Stirling Capital Management | 19k | $586k | -15% | Jun 2026 |
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| Parallel Advisors | 17k | $540k | 11% | Jun 2026 |
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| Heritage Wealth Management | 17k | $539k | 100% | Jun 2026 |
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| ValMark Advisers | 17k | $539k | 0% | Jun 2026 |
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| Resurgent Financial Advisors | 17k | $526k | 3% | Jun 2026 |
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| Tradition Wealth Management | 16k | $513k | 1% | Jun 2026 |
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| Peapack Gladstone Financial Corp | 16k | $501k | 0% | Jun 2026 |
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| Westbourne Investments | 15k | $463k | 0% | Jun 2026 |
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| Clarity Capital Advisors | 15k | $463k | 0% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14k | $453k | 0% | Sep 2026 |
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| Gateway Wealth Partners | 14k | $457k | 100% | Jun 2026 |
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| IF Advisors | 14k | $454k | -31% | Jun 2026 |
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| UBS Group | 14k | $445k | 73% | Jun 2026 |
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| Texas Capital Bank Wealth Management Services | 14k | $444k | 0% | Jun 2026 |
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| Keystone Financial Group | 14k | $427k | 1% | Sep 2026 |
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| PW Nova Financial Services | 13k | $419k | -13% | Sep 2026 |
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| Liberty One Investment Management | 13k | $422k | -3% | Jun 2026 |
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| FMR | 13k | $412k | 15% | Jun 2026 |
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| Hohimer Wealth Management | 13k | $408k | 1% | Jun 2026 |
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| Jaffetilchin Investment Partners | 13k | $407k | 1% | Jun 2026 |
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| Mercer Global Advisors | 12k | $392k | 49% | Jun 2026 |
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| Oppenheimer Asset Management | 12k | $390k | 2% | Jun 2026 |
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| IFP Advisors | 12k | $378k | 153% | Sep 2026 |
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| Carroll Advisory Group | 12k | $376k | 14% | Sep 2026 |
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| BXM Wealth | 12k | $369k | 0% | Jun 2026 |
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| Inscription Capital | 12k | $369k | 100% | Jun 2026 |
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| Sei Investments | 11k | $362k | 0% | Jun 2026 |
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| Financial Perspectives | 11k | $352k | 12% | Jun 2026 |
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| Redwood Family Wealth | 11k | $346k | -15% | Sep 2026 |
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| Wiley Bros.-aintree Capital | 11k | $334k | 43% | Jun 2026 |
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| Aptus Capital Advisors | 10k | $331k | -10% | Jun 2026 |
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| Souders Financial Advisors | 10k | $318k | -6% | Jun 2026 |
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| Crusonia Wealth Advisors | 10k | $316k | 0% | Jun 2026 |
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| Joule Financial | 9.9k | $315k | 0% | Jun 2026 |
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| Bell State Bank and Trust | 9.8k | $308k | 0% | Sep 2026 |
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| NorthCrest Asset Manangement | 9.6k | $303k | 0% | Sep 2026 |
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| D'Orazio & Associates | 9.0k | $287k | 0% | Jun 2026 |
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| Sontag Advisory | 9.0k | $285k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 8.9k | $283k | 35% | Jun 2026 |
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| Bruce G. Allen Investments | 8.9k | $281k | 0% | Jun 2026 |
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| Gutierrez Wealth Advisory | 8.8k | $280k | 1% | Jun 2026 |
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| North Star Investment Management | 8.8k | $279k | 1% | Jun 2026 |
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| Benjamin Edwards | 8.8k | $278k | 100% | Jun 2026 |
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| Colony | 8.8k | $278k | 100% | Jun 2026 |
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| CVA Family Office | 8.5k | $271k | 0% | Jun 2026 |
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| NewCorp Financial Services | 8.3k | $260k | 0% | Sep 2026 |
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| Advisory Services Network | 8.2k | $260k | 0% | Jun 2026 |
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| Vawter Financial | 8.1k | $256k | 0% | Jun 2026 |
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| Meridian Financial | 7.9k | $249k | 11% | Sep 2026 |
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| Anchor Investment Management | 7.9k | $250k | 4% | Jun 2026 |
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| MCF Advisors | 7.8k | $246k | 0% | Jun 2026 |
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| Sage Investment Counsel | 7.5k | $236k | 0% | Sep 2026 |
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| Atomi Financial Group | 7.4k | $236k | 1% | Jun 2026 |
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| Two Sigma Securities | 7.4k | $233k | -55% | Jun 2026 |
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| Steward Partners Investment Advisory | 7.0k | $222k | -30% | Jun 2026 |
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| SRS Capital Advisors | 34.00 | $1.1k | -100% | Jun 2026 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 489k | $16M |
| OMC Financial Services | Jun 2026 | 167k | $5.3M |
| Susquehanna International | Mar 2026 | 140k | $4.4M |
| WNY Asset Management | Mar 2026 | 8.0k | $255k |
| Gts Securities | Mar 2026 | 7.6k | $239k |