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 | 3.5M | $112M | -1% | Mar 2026 |
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| Hamel Associates | 821k | $26M | 16% | Mar 2026 |
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| Summit Asset Management | 608k | $19M | 1% | Mar 2026 |
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| Advisor Group Holdings | 585k | $17M | 7% | Dec 2025 |
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| Jane Street | 489k | $16M | -18% | Mar 2026 |
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| LPL Financial | 467k | $15M | 35% | Mar 2026 |
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| HighTower Advisors | 439k | $14M | 7% | Mar 2026 |
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| Bank of America Corporation | 416k | $13M | 100% | Mar 2026 |
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| Modern Wealth Management | 324k | $9.7M | 38% | Dec 2025 |
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| Iron Financial | 310k | $9.8M | 9% | Mar 2026 |
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| Elequin Capital | 293k | $9.3M | 100% | Mar 2026 |
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| Woodmont Investment Counsel | 291k | $9.2M | 100% | Mar 2026 |
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| Charles Schwab Trust | 284k | $9.0M | -3% | Mar 2026 |
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| Robertson Stephens Wealth Management | 200k | $6.3M | 4% | Mar 2026 |
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| LongView Wealth Management | 199k | $6.6M | 10% | Mar 2026 |
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| Stifel Financial | 180k | $5.7M | 41% | Mar 2026 |
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| Magnolia Capital Advisors | 177k | $5.6M | -7% | Mar 2026 |
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| LeConte Wealth Management | 172k | $5.4M | -17% | Mar 2026 |
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| Fiduciary Alliance | 168k | $5.5M | 12% | Mar 2026 |
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| OMC Financial Services | 166k | $5.3M | 5% | Mar 2026 |
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| Commonwealth Equity Services | 164k | $5.2M | 23% | Mar 2026 |
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| Mutual Advisors | 152k | $4.8M | 2% | Mar 2026 |
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| Red Mountain Financial | 142k | $4.5M | 6% | Mar 2026 |
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| Carolina Wealth Advisors | 131k | $4.1M | 41% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 130k | $4.1M | 11% | Mar 2026 |
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| Opus Financial Solutions | 129k | $4.1M | 100% | Mar 2026 |
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| MAI Wealth Advisors | 129k | $4.1M | 2% | Mar 2026 |
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| Farrow Financial | 124k | $3.9M | 54% | Mar 2026 |
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| Warren Averett Asset Management | 124k | $3.7M | 13% | Dec 2025 |
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| Ohe Financial | 122k | $3.9M | 6% | Mar 2026 |
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| Sequoia Financial Advisors | 116k | $3.7M | -18% | Mar 2026 |
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| Royal Bank of Canada | 110k | $3.5M | 48% | Mar 2026 |
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| Integrated Wealth Concepts | 106k | $3.4M | -2% | Mar 2026 |
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| Noble Family Wealth | 105k | $3.3M | 4% | Mar 2026 |
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| Pathstone Holdings | 103k | $3.3M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 102k | $3.2M | 38% | Mar 2026 |
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| Wolfstich Capital | 71k | $2.2M | 0% | Mar 2026 |
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| First Merchants Bank, National Association | 69k | $2.2M | -10% | Mar 2026 |
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| Susquehanna International | 67k | $2.0M | 100% | Dec 2025 |
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| Burns Wealth Management | 67k | $2.1M | -10% | Mar 2026 |
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| Farther Finance Advisors | 62k | $2.0M | 2% | Mar 2026 |
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| Mariner Wealth Advisors | 62k | $2.0M | 12% | Mar 2026 |
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| Mml Investors Services | 62k | $2.0M | 52% | Mar 2026 |
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| Kohmann Bosshard Financial Services | 60k | $1.9M | -7% | Mar 2026 |
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| Bravera Wealth | 58k | $1.8M | -12% | Mar 2026 |
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| Independent Financial Group | 55k | $1.7M | 100% | Mar 2026 |
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| Perspective Wealth Advisors | 54k | $1.7M | 100% | Mar 2026 |
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| Goldman Sachs Group | 54k | $1.7M | 49% | Mar 2026 |
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| Cetera Investment Advisers | 51k | $1.6M | 55% | Mar 2026 |
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| Astoria Portfolio Advisors | 50k | $1.6M | 2% | Mar 2026 |
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| Embree Financial Group | 50k | $1.6M | 8% | Mar 2026 |
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| Cape Investment Advisory | 49k | $1.5M | 100% | Dec 2025 |
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| Envestnet Asset Management | 49k | $1.5M | 138% | Mar 2026 |
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| Pensionmark Financial Group | 48k | $1.5M | 11% | Mar 2026 |
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| Creative Planning | 47k | $1.5M | 4% | Mar 2026 |
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| Seek First | 46k | $1.5M | 0% | Mar 2026 |
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| Davenport & Co | 44k | $1.4M | 59% | Mar 2026 |
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| Vanguard Group | 44k | $1.3M | 0% | Dec 2025 |
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| Vanguard National Trust | 43k | $1.4M | 100% | Mar 2026 |
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| Spinnaker Investment Group | 40k | $1.3M | 0% | Mar 2026 |
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| Asset Managment | 39k | $1.2M | 46% | Dec 2025 |
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| Streettalk Advisors | 38k | $1.2M | 0% | Mar 2026 |
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| Western Wealth Management | 38k | $1.2M | 100% | Mar 2026 |
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| Kestra Advisory Services | 38k | $1.2M | 15% | Mar 2026 |
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| Inspire Advisors | 37k | $1.2M | 30% | Mar 2026 |
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| Morgan Stanley | 35k | $1.8M | -1% | Mar 2026 |
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| Orographic Financial Advisors | 34k | $1.1M | 100% | Mar 2026 |
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| Berkeley | 34k | $1.1M | 0% | Mar 2026 |
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| Hidden Cove Wealth Management | 34k | $1.1M | 11% | Mar 2026 |
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| CI Private Wealth | 34k | $1.1M | 310% | Mar 2026 |
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| Wsfs Capital Management | 32k | $1.0M | 0% | Mar 2026 |
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| ProVise Management Group | 31k | $994k | 0% | Mar 2026 |
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| Goss Wealth Management | 31k | $991k | 3% | Mar 2026 |
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| D.B. Root & Company | 28k | $900k | 49% | Mar 2026 |
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| Lodestar Private Asset Management | 28k | $887k | -1% | Mar 2026 |
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| Myecfo | 28k | $878k | 8% | Mar 2026 |
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| Acorn Wealth Advisors | 27k | $839k | 16% | Mar 2026 |
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| Capital Square | 26k | $835k | 100% | Mar 2026 |
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| Wedmont Private Capital | 25k | $815k | 0% | Mar 2026 |
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| Raymond James Financial | 23k | $697k | 2% | Dec 2025 |
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| Landaas & Co | 23k | $728k | 0% | Mar 2026 |
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| Per Stirling Capital Management | 22k | $685k | -4% | Mar 2026 |
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| IF Advisors | 21k | $660k | 100% | Mar 2026 |
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| Vawter Financial | 20k | $608k | 0% | Dec 2025 |
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| Keystone Financial Group | 19k | $616k | -7% | Mar 2026 |
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| Janney Montgomery Scott | 19k | $588k | 49% | Mar 2026 |
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| Mengis Capital Management | 18k | $581k | 1% | Mar 2026 |
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| Cowa | 18k | $545k | 3% | Dec 2025 |
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| ValMark Advisers | 17k | $538k | 100% | Mar 2026 |
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| Qube Research & Technologies | 17k | $502k | 100% | Dec 2025 |
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| PW Nova Financial Services | 17k | $530k | 100% | Mar 2026 |
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| Two Sigma Securities | 16k | $520k | 90% | Mar 2026 |
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| Resurgent Financial Advisors | 16k | $510k | 1% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 16k | $500k | 0% | Mar 2026 |
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| Tradition Wealth Management | 15k | $459k | -4% | Dec 2025 |
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| Parallel Advisors | 15k | $486k | 0% | Mar 2026 |
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| Orgel Wealth Management | 15k | $473k | 70% | Mar 2026 |
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| Westbourne Investments | 15k | $462k | 38% | Mar 2026 |
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| Clarity Capital Advisors | 15k | $462k | 0% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15k | $461k | -7% | Mar 2026 |
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| Texas Capital Bank Wealth Management Services | 14k | $443k | 1% | Mar 2026 |
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| Procyon Private Wealth Partners | 14k | $438k | 100% | Mar 2026 |
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| Liberty One Investment Management | 14k | $432k | 100% | Mar 2026 |
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| HPM Partners | 13k | $411k | 18% | Mar 2026 |
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| Hohimer Wealth Management | 13k | $403k | 31% | Mar 2026 |
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| Jaffetilchin Investment Partners | 13k | $401k | 1% | Mar 2026 |
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| M3 Wealth Management | 12k | $392k | 100% | Mar 2026 |
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| Scholtz & Company | 12k | $363k | 100% | Dec 2025 |
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| Oppenheimer Asset Management | 12k | $383k | -2% | Mar 2026 |
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| SRS Capital Advisors | 12k | $374k | 118110% | Mar 2026 |
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| BXM Wealth | 12k | $368k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 12k | $366k | 1% | Mar 2026 |
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| Sei Investments | 11k | $360k | 4% | Mar 2026 |
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| Souders Financial Advisors | 11k | $338k | -22% | Mar 2026 |
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| Steward Partners Investment Advisory | 10k | $318k | 51% | Mar 2026 |
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| Crusonia Wealth Advisors | 10k | $316k | 8% | Mar 2026 |
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| Joule Financial | 10k | $315k | -1% | Mar 2026 |
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| Financial Perspectives | 9.9k | $315k | 100% | Mar 2026 |
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| Bell State Bank and Trust | 9.8k | $311k | -1% | Mar 2026 |
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| Beacon Pointe Advisors | 9.4k | $279k | 24% | Dec 2025 |
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| Hendershot Investments | 9.2k | $291k | 100% | Mar 2026 |
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| D'Orazio & Associates | 9.0k | $286k | 0% | Mar 2026 |
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| Bruce G. Allen Investments | 8.8k | $280k | -21% | Mar 2026 |
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| Gutierrez Wealth Advisory | 8.7k | $277k | 100% | Mar 2026 |
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| North Star Investment Management | 8.7k | $276k | 78% | Mar 2026 |
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| Redwood Family Wealth | 8.6k | $271k | 100% | Mar 2026 |
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| CVA Family Office | 8.5k | $270k | 0% | Mar 2026 |
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| Mercer Global Advisors | 8.3k | $263k | 100% | Mar 2026 |
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| NewCorp Financial Services | 8.3k | $262k | 100% | Mar 2026 |
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| Advisory Services Network | 8.2k | $245k | 0% | Dec 2025 |
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| UBS Group | 8.1k | $258k | 16% | Mar 2026 |
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| WNY Asset Management | 8.0k | $255k | 100% | Mar 2026 |
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| Quadrature Capital | 7.9k | $235k | 100% | Dec 2025 |
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| Fifth Third Wealth Advisors | 7.7k | $245k | 100% | Mar 2026 |
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| Skopos Labs | 7.7k | $245k | 100% | Mar 2026 |
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| MCF Advisors | 7.7k | $245k | 68% | Mar 2026 |
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| Anchor Investment Management | 7.6k | $240k | 165% | Mar 2026 |
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| Sage Investment Counsel | 7.4k | $236k | 0% | Mar 2026 |
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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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| Sharkey, Howes & Javer | 6.7k | $213k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 6.6k | $209k | 947% | Mar 2026 |
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| Spears Abacus Advisors | 6.6k | $208k | 100% | Mar 2026 |
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| AE Wealth Management | 6.2k | $196k | 24% | Mar 2026 |
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| Brian McDonald | 6.0k | $178k | 873% | Dec 2025 |
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| LGT Financial Advisors | 5.9k | $186k | -7% | Mar 2026 |
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| Red Tortoise | 5.8k | $184k | 1% | Mar 2026 |
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| Redwood Park Advisors | 5.8k | $183k | 0% | Mar 2026 |
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| CrossGen Wealth | 5.4k | $171k | 100% | Mar 2026 |
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| FMR | 5.3k | $158k | 25% | Dec 2025 |
|
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 |
| Wealth Enhancement Advisory Services | Dec 2025 | 90k | $2.7M |
| Planwiser Financial | Dec 2025 | 46k | $1.4M |
| Heritage Wealth Management | Dec 2025 | 17k | $507k |
| Collaborative Wealth Managment | Dec 2025 | 15k | $436k |
| Chicago Partners Investment | Dec 2025 | 13k | $409k |