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
Download as csv
Download as Excel
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 | 12M | $266M | 85% | Dec 2024 |
|
| Ameriprise Financial | 8.6M | $196M | 108% | Dec 2024 |
|
| Honkamp Krueger Financial Services | 6.5M | $148M | 108% | Dec 2024 |
|
| Rockbridge Investment Management, LCC | 6.3M | $142M | 120% | Dec 2024 |
|
| Charles Schwab Trust | 5.4M | $125M | -8% | Mar 2025 |
|
| Financial Engines Advisors L.L.C | 5.1M | $115M | 101% | Dec 2024 |
|
| Envestnet Asset Management | 4.4M | $100M | 116% | Dec 2024 |
|
| Resources Investment Advisors | 4.2M | $96M | 157% | Dec 2024 |
|
| Goldman Sachs Group | 4.0M | $92M | 147% | Dec 2024 |
|
| Total Wealth Planning | 3.7M | $87M | 5% | Mar 2025 |
|
| Wealth Enhancement Advisory Services | 3.7M | $86M | 7% | Mar 2025 |
|
| HighTower Advisors | 3.1M | $70M | 112% | Dec 2024 |
|
| McAdam | 2.8M | $63M | 94% | Dec 2024 |
|
| Kohmann Bosshard Financial Services | 2.5M | $56M | 114% | Dec 2024 |
|
| YCMNET Advisors | 2.4M | $55M | 129% | Dec 2024 |
|
| Hengehold Capital Management | 2.1M | $47M | 109% | Dec 2024 |
|
| Mariner Wealth Advisors | 2.1M | $47M | 116% | Dec 2024 |
|
| BlueSky Wealth Advisors | 2.0M | $46M | 105% | Dec 2024 |
|
| Pioneer Wealth Management Group | 2.0M | $46M | 260% | Mar 2025 |
|
| Bank of America Corporation | 1.9M | $43M | 266% | Dec 2024 |
|
| Horst & Graben Wealth Management | 1.5M | $35M | 116% | Dec 2024 |
|
| Theory Financial | 1.3M | $30M | 6% | Dec 2024 |
|
| Ronald Blue Trust | 1.3M | $29M | 184% | Dec 2024 |
|
| Financial Life Advisors | 1.2M | $28M | 113% | Dec 2024 |
|
| Morgan Stanley | 1.2M | $28M | 124% | Dec 2024 |
|
| Austin Private Wealth | 1.2M | $27M | 123% | Dec 2024 |
|
| TSA Wealth Managment | 1.2M | $26M | 90% | Dec 2024 |
|
| TruNorth Capital Management | 1.1M | $26M | 69% | Dec 2024 |
|
| KilterHowling | 1.1M | $26M | 187% | Dec 2024 |
|
| Mercer Global Advisors | 1.1M | $25M | 6% | Dec 2024 |
|
| FLC Capital Advisors | 1.1M | $25M | 108% | Dec 2024 |
|
| Towercrest Capital Management | 1.1M | $24M | 94% | Dec 2024 |
|
| Alliance Wealth Management | 1.1M | $24M | 95% | Dec 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 1.0M | $24M | 108% | Dec 2024 |
|
| Mokosak Advisory Group | 1.0M | $23M | 105% | Dec 2024 |
|
| Phil A. Younker & Associates | 983k | $22M | 100% | Dec 2024 |
|
| Sanctuary Advisors | 966k | $22M | 9% | Dec 2024 |
|
| H D Vest Advisory Services | 905k | $21M | 154% | Dec 2024 |
|
| One Wealth Advisors | 800k | $18M | 114% | Dec 2024 |
|
| Tenret | 790k | $18M | 103% | Dec 2024 |
|
| United Capital Financial Advisers | 790k | $18M | 108% | Dec 2024 |
|
| Jones Financial Companies, L.L | 785k | $18M | 143% | Dec 2024 |
|
| Revolve Wealth Partners | 743k | $17M | 1% | Mar 2025 |
|
| CFS Investment Advisory Services | 701k | $16M | 111% | Dec 2024 |
|
| James J. Burns & Company | 660k | $15M | -1% | Mar 2025 |
|
| Congress Wealth Management LLC / DE / | 647k | $15M | 102% | Dec 2024 |
|
| Mutual Advisors | 636k | $14M | -1% | Dec 2024 |
|
| Cedar Mountain Advisors | 613k | $14M | 8% | Mar 2025 |
|
| HPM Partners | 608k | $14M | 240% | Dec 2024 |
|
| Cetera Investment Advisers | 606k | $14M | 83% | Dec 2024 |
|
| Ffg Retirement Advisors | 593k | $14M | 1% | Mar 2025 |
|
| Raymond James Financial | 584k | $13M | 100% | Dec 2024 |
|
| Columbus Macro | 583k | $13M | 127% | Dec 2024 |
|
| ZynergyRetirementPlanning | 562k | $27M | 0% | Dec 2024 |
|
| LPL Financial | 551k | $13M | 157% | Dec 2024 |
|
| Cypress Wealth Services | 547k | $13M | 1% | Mar 2025 |
|
| Buckingham Strategic Partners | 529k | $12M | 100% | Dec 2024 |
|
| Moneta Group Investment Advisors | 529k | $12M | 5% | Dec 2024 |
|
| Kickstand Ventures | 526k | $12M | 109% | Dec 2024 |
|
| Christensen, King & Associates Investment Services | 498k | $11M | 99% | Dec 2024 |
|
| Clearview Wealth Advisors | 489k | $11M | 108% | Dec 2024 |
|
| Summit Financial Strategies | 489k | $11M | 403% | Dec 2024 |
|
| Larson Financial Group | 487k | $11M | 87% | Dec 2024 |
|
| Myecfo | 482k | $11M | 1% | Mar 2025 |
|
| Grove Street Fiduciary | 477k | $11M | 100% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 460k | $11M | 176% | Dec 2024 |
|
| Vident Advisory | 452k | $10M | 100% | Dec 2024 |
|
| SigFig Wealth Management | 443k | $5.5M | 4% | Mar 2025 |
|
| Forthright Family Wealth Advisory | 441k | $10M | 9% | Dec 2024 |
|
| Security Financial Services | 429k | $9.7M | 28% | Dec 2024 |
|
| Iwamoto Kong & Co | 426k | $9.7M | 99% | Dec 2024 |
|
| Brady Martz Wealth Solutions | 425k | $9.6M | 100% | Dec 2024 |
|
| Beacon Pointe Advisors | 422k | $9.6M | 95% | Dec 2024 |
|
| Creative Planning | 418k | $9.5M | 111% | Dec 2024 |
|
| Mayflower Financial Advisors | 403k | $9.1M | 125% | Dec 2024 |
|
| Advisor Group Holdings | 401k | $15M | 72% | Dec 2024 |
|
| Focus Financial Network | 394k | $9.1M | 4% | Mar 2025 |
|
| CWM | 386k | $8.8M | 274% | Dec 2024 |
|
| Leavell Investment Management | 385k | $8.7M | 95% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 362k | $8.2M | 109% | Dec 2024 |
|
| MorganRosel Wealth Management | 360k | $8.2M | 103% | Dec 2024 |
|
| Atria Wealth Solutions | 359k | $8.1M | 158% | Dec 2024 |
|
| Ascent Group | 359k | $8.1M | 47% | Dec 2024 |
|
| Merit Financial Group | 357k | $8.3M | -2% | Mar 2025 |
|
| UBS Group | 343k | $7.8M | 102% | Dec 2024 |
|
| Warren Averett Asset Management | 341k | $7.7M | 73% | Dec 2024 |
|
| Citadel Advisors | 338k | $7.7M | 682% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 336k | $7.6M | 181% | Dec 2024 |
|
| IFP Advisors | 332k | $7.5M | 148% | Dec 2024 |
|
| AE Wealth Management | 331k | $7.5M | 125% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 329k | $7.5M | 312% | Dec 2024 |
|
| Callan Capital | 322k | $7.3M | 101% | Dec 2024 |
|
| Revisor Wealth Management | 314k | $7.1M | 769% | Dec 2024 |
|
| Reston Wealth Management | 306k | $7.0M | 128% | Dec 2024 |
|
| Integrated Wealth Concepts | 305k | $6.9M | 48% | Dec 2024 |
|
| Client 1st Advisory Group | 302k | $6.9M | 126% | Dec 2024 |
|
| Emerald Investment Partners | 301k | $6.8M | 39% | Dec 2024 |
|
| Tempus Wealth Planning | 294k | $6.7M | 118% | Dec 2024 |
|
| Marotta Asset Management | 287k | $6.5M | 98% | Dec 2024 |
|
| Freestone Capital Holdings | 284k | $6.5M | 100% | Dec 2024 |
|
| TPG Advisors | 282k | $6.4M | 105% | Dec 2024 |
|
| Affinity Capital Advisors | 278k | $6.3M | 170% | Dec 2024 |
|
| Peak Financial Management | 276k | $6.3M | 120% | Dec 2024 |
|
| Bond & Devick Financial Network | 274k | $13M | 0% | Dec 2024 |
|
| Independent Solutions Wealth Management | 273k | $6.2M | 77% | Dec 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 270k | $6.1M | 105% | Dec 2024 |
|
| Clay Northam Wealth Management | 268k | $6.1M | 76% | Dec 2024 |
|
| Fifth Third Securities | 268k | $6.1M | 104% | Dec 2024 |
|
| Daymark Wealth Partners | 265k | $6.1M | 10% | Mar 2025 |
|
| SNS Financial | 265k | $6.0M | 102% | Dec 2024 |
|
| Spectrum Planning & Advisory Services | 263k | $6.0M | 88% | Dec 2024 |
|
| Bogart Wealth | 250k | $5.7M | 106% | Dec 2024 |
|
| Fairway Financial | 250k | $5.7M | 100% | Dec 2024 |
|
| Old Mission Capital | 243k | $5.5M | 100% | Dec 2024 |
|
| Curtis Advisory Group | 242k | $5.5M | 134% | Dec 2024 |
|
| Creative Financial Designs | 235k | $5.3M | 103% | Dec 2024 |
|
| Robertson Stephens Wealth Management | 235k | $5.4M | -19% | Mar 2025 |
|
| RMB Capital Management | 226k | $5.1M | 108% | Dec 2024 |
|
| Vertex Planning Partners | 226k | $5.1M | 105% | Dec 2024 |
|
| Phillips Financial Management | 225k | $5.1M | 98% | Dec 2024 |
|
| Friedenthal Financial | 223k | $5.1M | 100% | Dec 2024 |
|
| Mml Investors Services | 223k | $5.1M | 108% | Dec 2024 |
|
| Northeast Financial Group | 221k | $5.0M | 112% | Dec 2024 |
|
| Tradition Wealth Management | 220k | $5.0M | 132% | Dec 2024 |
|
| Guardian Financial Partners | 209k | $4.7M | 155% | Dec 2024 |
|
| Wrapmanager | 208k | $4.7M | 100% | Dec 2024 |
|
| Beacon Bridge Wealth Partners | 204k | $4.6M | 73% | Dec 2024 |
|
| Advisor OS | 203k | $4.6M | 99% | Dec 2024 |
|
| Marshall Financial Group | 196k | $4.4M | 92% | Dec 2024 |
|
| Commonwealth Equity Services | 195k | $4.4M | 79% | Dec 2024 |
|
| Wakefield Asset Management L | 193k | $4.4M | 28% | Dec 2024 |
|
| Krilogy Financial | 192k | $4.5M | 2% | Mar 2025 |
|
| Syon Capital | 188k | $4.3M | 120% | Dec 2024 |
|
| BFSG | 186k | $4.2M | 106% | Dec 2024 |
|
| Breakwater Investment Management | 186k | $4.3M | 5% | Mar 2025 |
|
| Investment Counsel Co Of Nevada | 182k | $4.1M | 100% | Dec 2024 |
|
| Apeiron RIA | 182k | $4.1M | 100% | Dec 2024 |
|
| Jane Street | 180k | $4.1M | 45% | Dec 2024 |
|
| HC Advisors | 175k | $4.0M | 100% | Dec 2024 |
|
| Hidden Cove Wealth Management | 174k | $4.0M | 100% | Dec 2024 |
|
| Feltz Wealth PLAN | 173k | $3.9M | 102% | Dec 2024 |
|
| Ashton Thomas Private Wealth | 171k | $3.9M | 100% | Dec 2024 |
|
| VanderPol Investments | 161k | $3.7M | 78% | Dec 2024 |
|
| Perigon Wealth Management | 161k | $3.6M | 202% | Dec 2024 |
|
| 5T Wealth | 161k | $3.6M | 100% | Dec 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 159k | $3.6M | 87% | Dec 2024 |
|
| Grey Fox Wealth Advisors | 154k | $3.5M | 130% | Dec 2024 |
|
| Harbour Investments | 152k | $3.5M | 99% | Dec 2024 |
|
| NYL Investors | 151k | $3.4M | 113% | Dec 2024 |
|
| Rialto Wealth Management | 149k | $3.5M | -1% | Mar 2025 |
|
| Smart Money Group | 145k | $3.3M | -21% | Dec 2024 |
|
| Patriot Investment Management | 144k | $3.3M | -13% | Mar 2025 |
|
| Ethos Financial Group | 32k | $715k | -84% | Dec 2024 |
|
Who sold out of Schwab Strategic Tr us aggregate b?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Kirtland Hills Capital Management | Sep 2024 | 761k | $761k |
| Milestone Asset Management | Dec 2024 | 317k | $7.2M |
| Park Avenue Securities | Dec 2024 | 280k | $6.4M |
| Members Advisory Group | Sep 2024 | 199k | $9.4M |