Who owns Schwab Strategic Tr us aggregate b?
- Ticker: SCHZ
- CUSIP Number: 808524839
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr us aggregate b with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr us aggregate b stock
Who bought or sold Schwab Strategic Tr us aggregate b this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 6.3M | $301M | 12% | Sep 2024 |
|
| Honkamp Krueger Financial Services | 3.4M | $155M | -5% | Jun 2024 |
|
| Charles Schwab Trust | 2.9M | $138M | 87% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 2.8M | $135M | 10% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 2.5M | $120M | 2% | Sep 2024 |
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| Envestnet Asset Management | 2.0M | $97M | -5% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 1.8M | $81M | -5% | Jun 2024 |
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| Goldman Sachs Group | 1.7M | $77M | -3% | Jun 2024 |
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| Total Wealth Planning | 1.7M | $79M | 16% | Sep 2024 |
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| Resources Investment Advisors | 1.7M | $79M | -2% | Sep 2024 |
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| McAdam | 1.4M | $68M | -17% | Sep 2024 |
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| HighTower Advisors | 1.4M | $62M | -4% | Jun 2024 |
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| Theory Financial | 1.2M | $29M | 112% | Sep 2024 |
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| Kohmann Bosshard Financial Services | 1.2M | $55M | 4% | Sep 2024 |
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| YCMNET Advisors | 1.1M | $50M | -3% | Sep 2024 |
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| Hengehold Capital Management | 999k | $48M | 2% | Sep 2024 |
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| BlueSky Wealth Advisors | 996k | $47M | 6% | Sep 2024 |
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| Mariner Wealth Advisors | 961k | $46M | 26% | Sep 2024 |
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| Sanctuary Advisors | 885k | $20M | 93% | Sep 2024 |
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| Kirtland Hills Capital Management | 761k | $761k | 100% | Sep 2024 |
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| Horst & Graben Wealth Management | 706k | $34M | 1% | Sep 2024 |
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| TruNorth Capital Management | 674k | $32M | 8% | Sep 2024 |
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| Mutual Advisors | 643k | $15M | 124% | Sep 2024 |
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| TSA Wealth Managment | 609k | $29M | 18% | Sep 2024 |
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| Financial Life Advisors | 575k | $27M | 8% | Sep 2024 |
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| ZynergyRetirementPlanning | 562k | $27M | 3% | Sep 2024 |
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| Towercrest Capital Management | 551k | $26M | 2% | Sep 2024 |
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| Pioneer Wealth Management Group | 546k | $26M | 65% | Sep 2024 |
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| Alliance Wealth Management | 541k | $25M | 4% | Jun 2024 |
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| Austin Private Wealth | 534k | $25M | 5% | Sep 2024 |
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| Morgan Stanley | 523k | $24M | 1% | Jun 2024 |
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| Bank of America Corporation | 521k | $25M | 3% | Sep 2024 |
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| FLC Capital Advisors | 519k | $25M | 3% | Sep 2024 |
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| Mercer Global Advisors | 512k | $23M | -8% | Jun 2024 |
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| Moneta Group Investment Advisors | 505k | $12M | 100% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 503k | $24M | -1% | Sep 2024 |
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| Mokosak Advisory Group | 489k | $23M | 2% | Sep 2024 |
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| Ronald Blue Trust | 451k | $21M | 110% | Sep 2024 |
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| Forthright Family Wealth Advisory | 405k | $9.4M | 185% | Sep 2024 |
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| KilterHowling | 398k | $19M | 5% | Sep 2024 |
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| United Capital Financial Advisers | 380k | $18M | -2% | Sep 2024 |
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| One Wealth Advisors | 374k | $18M | 100% | Sep 2024 |
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| Tenret | 352k | $16M | 2% | Jun 2024 |
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| Revolve Wealth Partners | 343k | $16M | 9% | Sep 2024 |
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| Security Financial Services | 334k | $16M | 105% | Sep 2024 |
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| Cetera Investment Advisers | 332k | $15M | -2% | Jun 2024 |
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| CFS Investment Advisory Services | 332k | $16M | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 323k | $15M | 42% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 321k | $15M | 4% | Sep 2024 |
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| H D Vest Advisory Services | 307k | $14M | 35% | Jun 2024 |
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| Cedar Mountain Advisors | 297k | $14M | 34781% | Sep 2024 |
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| Ffg Retirement Advisors | 286k | $14M | 14% | Sep 2024 |
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| James J. Burns & Company | 275k | $13M | -5% | Sep 2024 |
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| Bond & Devick Financial Network | 274k | $13M | 7% | Sep 2024 |
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| Alera Investment Advisors | 270k | $12M | 100% | Jun 2024 |
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| Larson Financial Group | 260k | $12M | -4% | Sep 2024 |
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| Cypress Wealth Services | 260k | $12M | 13% | Sep 2024 |
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| Columbus Macro | 258k | $10M | 17% | Sep 2024 |
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| Kickstand Ventures | 251k | $12M | 5% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 251k | $12M | 0% | Sep 2024 |
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| Ascent Group | 244k | $12M | 193% | Sep 2024 |
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| Clearview Wealth Advisors | 235k | $11M | 14% | Sep 2024 |
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| Myecfo | 234k | $11M | 3% | Sep 2024 |
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| Advisor Group Holdings | 234k | $11M | 20% | Sep 2024 |
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| TNF | 227k | $5.2M | 66% | Sep 2024 |
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| Emerald Investment Partners | 216k | $10M | 7% | Sep 2024 |
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| Beacon Pointe Advisors | 216k | $10M | 8% | Sep 2024 |
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| LPL Financial | 215k | $10M | -4% | Sep 2024 |
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| Integrated Wealth Concepts | 205k | $9.8M | -4% | Sep 2024 |
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| Members Advisory Group | 199k | $9.4M | -10% | Sep 2024 |
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| Ethos Financial Group | 198k | $9.4M | 4% | Sep 2024 |
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| Creative Planning | 198k | $9.4M | 3% | Sep 2024 |
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| Leavell Investment Management | 197k | $9.4M | -3% | Sep 2024 |
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| Northwest Investment Counselors | 189k | $9.0M | 9% | Sep 2024 |
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| Smart Money Group | 185k | $4.3M | 123% | Sep 2024 |
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| SigFig Wealth Management | 184k | $5.9M | 12% | Jun 2024 |
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| Mayflower Financial Advisors | 179k | $8.5M | 8% | Sep 2024 |
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| HPM Partners | 179k | $8.5M | 156% | Sep 2024 |
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| MorganRosel Wealth Management | 178k | $8.4M | 1% | Sep 2024 |
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| Focus Financial Network | 178k | $8.4M | 3% | Sep 2024 |
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| Raymond James Financial Services Advisors | 174k | $8.3M | -1% | Sep 2024 |
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| Signature Estate and Investment Advisors | 173k | $8.2M | 7% | Sep 2024 |
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| Robertson Stephens Wealth Management | 171k | $8.1M | 15% | Sep 2024 |
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| Cambridge Investment Research Advisors | 167k | $7.9M | 10% | Sep 2024 |
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| Freestone Capital Holdings | 165k | $7.5M | -13% | Jun 2024 |
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| Callan Capital | 161k | $7.6M | 3% | Sep 2024 |
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| Independent Solutions Wealth Management | 154k | $7.3M | 10% | Sep 2024 |
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| Wakefield Asset Management L | 150k | $7.1M | 11% | Sep 2024 |
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| Clay Northam Wealth Management | 149k | $6.8M | 1% | Jun 2024 |
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| AE Wealth Management | 147k | $7.0M | -8% | Sep 2024 |
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| Marotta Asset Management | 144k | $6.9M | 2% | Sep 2024 |
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| Spectrum Planning & Advisory Services | 140k | $6.7M | 0% | Sep 2024 |
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| Atria Wealth Solutions | 139k | $6.6M | -2% | Sep 2024 |
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| TPG Advisors | 138k | $6.5M | 3% | Sep 2024 |
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| Reston Wealth Management | 135k | $6.4M | 4% | Sep 2024 |
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| Tempus Wealth Planning | 134k | $6.4M | 5% | Sep 2024 |
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| Fifth Third Securities | 132k | $6.3M | -6% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 132k | $6.3M | 16% | Sep 2024 |
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| SNS Financial | 131k | $6.2M | 0% | Sep 2024 |
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| Asset Allocation Strategies | 129k | $6.1M | 261% | Sep 2024 |
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| Peak Financial Management | 125k | $6.0M | 6% | Sep 2024 |
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| Jane Street | 124k | $5.9M | -39% | Sep 2024 |
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| IFP Advisors | 124k | $5.7M | 21% | Jun 2024 |
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| Client 1st Advisory Group | 123k | $5.6M | -6% | Jun 2024 |
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| Bogart Wealth | 121k | $5.8M | 1% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 120k | $5.7M | -2% | Sep 2024 |
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| Iwamoto Kong & Co | 119k | $5.4M | -48% | Jun 2024 |
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| Fullcircle Wealth | 118k | $2.7M | 131% | Sep 2024 |
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| Beacon Bridge Wealth Partners | 118k | $5.6M | 3% | Sep 2024 |
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| Creative Financial Designs | 116k | $5.5M | 9% | Sep 2024 |
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| Phillips Financial Management | 114k | $5.4M | 0% | Sep 2024 |
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| Friedenthal Financial | 111k | $5.3M | -4% | Sep 2024 |
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| Vertex Planning Partners | 110k | $5.2M | 306% | Sep 2024 |
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| Commonwealth Equity Services | 109k | $5.2M | 16% | Sep 2024 |
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| Diversify Wealth Management | 109k | $2.5M | 353% | Sep 2024 |
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| RMB Capital Management | 108k | $5.2M | 4% | Sep 2024 |
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| Park Avenue Securities | 108k | $5.1M | 1% | Sep 2024 |
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| Mml Investors Services | 107k | $5.1M | 8% | Sep 2024 |
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| Daymark Wealth Partners | 104k | $5.0M | -25% | Sep 2024 |
|
| Northeast Financial Group | 104k | $5.0M | -6% | Sep 2024 |
|
| Curtis Advisory Group | 104k | $4.9M | 7% | Sep 2024 |
|
| CWM | 103k | $4.9M | 171% | Sep 2024 |
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| Affinity Capital Advisors | 103k | $4.9M | -22% | Sep 2024 |
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| Marshall Financial Group | 102k | $4.8M | 15% | Sep 2024 |
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| Advisor OS | 102k | $4.8M | 0% | Sep 2024 |
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| Captrust Financial Advisors | 100k | $4.7M | 155% | Sep 2024 |
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| Maia Wealth | 99k | $2.3M | 87% | Sep 2024 |
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| Northwest Capital Management | 99k | $4.7M | 181% | Sep 2024 |
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| Summit Financial Strategies | 97k | $4.6M | -3% | Sep 2024 |
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| Tradition Wealth Management | 95k | $4.5M | 2% | Sep 2024 |
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| Krilogy Financial | 91k | $4.3M | -2% | Sep 2024 |
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| VanderPol Investments | 91k | $4.3M | 64% | Sep 2024 |
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| BFSG | 90k | $4.3M | 4% | Sep 2024 |
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| Csenge Advisory Group | 88k | $2.1M | 216% | Sep 2024 |
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| HC Advisors | 88k | $4.2M | 13% | Sep 2024 |
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| Breakwater Investment Management | 87k | $4.0M | 0% | Sep 2024 |
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| Syon Capital | 86k | $4.1M | 14% | Sep 2024 |
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| Feltz Wealth PLAN | 86k | $4.1M | -4% | Sep 2024 |
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| Patriot Investment Management | 86k | $4.1M | -3% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 85k | $4.0M | -3% | Sep 2024 |
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| Guardian Financial Partners | 82k | $3.9M | -1% | Sep 2024 |
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| Envestnet Portfolio Solutions | 80k | $3.8M | 3% | Sep 2024 |
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| Apeiron RIA | 78k | $3.5M | -1% | Jun 2024 |
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| Harbour Investments | 77k | $3.6M | -11% | Sep 2024 |
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| Apollon Wealth Management | 75k | $3.6M | 998% | Sep 2024 |
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| JJJ Advisors | 74k | $3.4M | -1% | Jun 2024 |
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| Kestra Advisory Services | 74k | $3.5M | -30% | Sep 2024 |
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| Chesapeake Wealth Management | 74k | $3.5M | 6% | Sep 2024 |
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| AdvisorNet Financial | 71k | $3.4M | 1% | Sep 2024 |
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| NYL Investors | 71k | $3.4M | -1% | Sep 2024 |
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| My Legacy Advisors | 71k | $3.3M | -42% | Sep 2024 |
|
| JMG Financial Group | 65k | $3.1M | -64% | Sep 2024 |
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| Sightline Wealth Advisors | 59k | $2.8M | -27% | Sep 2024 |
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| Retirement Planning Group | 57k | $2.7M | -30% | Sep 2024 |
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| Vantage Financial Partners | 54k | $2.6M | -75% | Sep 2024 |
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| Merit Financial Group | 32k | $1.5M | -78% | Sep 2024 |
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| Stratos Wealth Advisors | 28k | $1.3M | -62% | Sep 2024 |
|
| ORG Partners | 11k | $542k | -88% | Sep 2024 |
|
| Financial Advisory Service | 8.1k | $385k | -97% | Sep 2024 |
|
Who sold out of Schwab Strategic Tr us aggregate b?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 34M | $1.5B |
| Capital Management Associates | Mar 2024 | 3.4M | $69k |
| Advisors Preferred | Jun 2024 | 289k | $13M |
| Waterford Advisors | Jun 2024 | 235k | $11M |
| Pinnacle Wealth Management | Mar 2024 | 213k | $9.8M |
| Old Mission Capital | Mar 2024 | 186k | $8.6M |
| Waycross Investment Management | Jun 2024 | 176k | $8.0M |
| Guggenheim Capital, LLC Managers | Jun 2024 | 113k | $5.2M |
| Strategic Financial Concepts | Jun 2024 | 91k | $2.0M |