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 | 12M | $285M | -1% | Sep 2025 |
|
| Rockbridge Investment Management, LCC | 8.0M | $187M | 8% | Sep 2025 |
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| Honkamp Krueger Financial Services | 7.2M | $169M | 3% | Sep 2025 |
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| Ameriprise Financial | 6.2M | $146M | -16% | Sep 2025 |
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| Charles Schwab Trust | 5.9M | $140M | 6% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 5.4M | $127M | 11% | Sep 2025 |
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| Total Wealth Planning | 4.1M | $97M | 9% | Sep 2025 |
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| HighTower Advisors | 3.8M | $90M | 4% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 3.6M | $85M | 1% | Sep 2025 |
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| Envestnet Asset Management | 3.3M | $78M | -17% | Sep 2025 |
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| Resources Investment Advisors | 3.3M | $78M | -9% | Sep 2025 |
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| Goldman Sachs Group | 3.2M | $76M | 1% | Sep 2025 |
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| Kohmann Bosshard Financial Services | 2.7M | $64M | 4% | Sep 2025 |
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| Pioneer Wealth Management Group | 2.4M | $56M | 8% | Sep 2025 |
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| BlueSky Wealth Advisors | 2.2M | $53M | 6% | Sep 2025 |
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| Mariner Wealth Advisors | 2.1M | $49M | -1% | Sep 2025 |
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| McAdam | 1.8M | $42M | 4% | Sep 2025 |
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| Cetera Investment Advisers | 1.6M | $39M | 148% | Sep 2025 |
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| Ronald Blue Trust | 1.5M | $35M | 1% | Sep 2025 |
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| Horst & Graben Wealth Management | 1.4M | $33M | 2% | Sep 2025 |
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| YCMNET Advisors | 1.4M | $32M | -6% | Sep 2025 |
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| Financial Life Advisors | 1.4M | $32M | 6% | Sep 2025 |
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| Daymark Wealth Partners | 1.3M | $31M | 11% | Sep 2025 |
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| Vident Advisory | 1.3M | $30M | 4% | Sep 2025 |
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| ZynergyRetirementPlanning | 1.3M | $29M | 2% | Sep 2025 |
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| KilterHowling | 1.2M | $29M | 3% | Sep 2025 |
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| TruNorth Capital Management | 1.2M | $29M | 4% | Sep 2025 |
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| Theory Financial | 1.2M | $29M | 5% | Sep 2025 |
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| Phil A. Younker & Associates | 1.2M | $28M | 42% | Sep 2025 |
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| Austin Private Wealth | 1.2M | $28M | -6% | Sep 2025 |
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| Jones Financial Companies, L.L | 1.2M | $27M | 16% | Sep 2025 |
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| Modern Wealth Management | 1.2M | $27M | 100% | Sep 2025 |
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| Mokosak Advisory Group | 1.1M | $26M | 3% | Sep 2025 |
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| Towercrest Capital Management | 1.1M | $25M | 4% | Sep 2025 |
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| Alliance Wealth Management | 1.1M | $25M | 4% | Sep 2025 |
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| Advisor Group Holdings | 1.1M | $25M | 128% | Sep 2025 |
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| Morgan Stanley | 1.0M | $24M | 100% | Jun 2025 |
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| CliftonLarsonAllen Wealth Advisors | 1.0M | $24M | 1% | Sep 2025 |
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| Plum Street Advisors | 992k | $23M | 7% | Sep 2025 |
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| H D Vest Advisory Services | 932k | $22M | 18% | Jun 2025 |
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| TSA Wealth Managment | 924k | $22M | -5% | Sep 2025 |
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| Tenret | 874k | $20M | 5% | Jun 2025 |
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| LPL Financial | 863k | $20M | 26% | Sep 2025 |
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| Asset Allocation Strategies | 840k | $20M | 11% | Sep 2025 |
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| Mercer Global Advisors | 829k | $20M | -16% | Sep 2025 |
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| One Wealth Advisors | 805k | $19M | 8% | Sep 2025 |
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| Vestmark Advisory Solutions | 775k | $18M | 100% | Sep 2025 |
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| Mount Yale Investment Advisors | 775k | $18M | 100% | Sep 2025 |
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| Revolve Wealth Partners | 753k | $18M | 4% | Sep 2025 |
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| Bond & Devick Financial Network | 747k | $18M | 12% | Sep 2025 |
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| Moneta Group Investment Advisors | 703k | $17M | 19% | Sep 2025 |
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| Raymond James Financial | 703k | $17M | -19% | Sep 2025 |
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| Revisor Wealth Management | 695k | $16M | 4% | Sep 2025 |
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| UBS Group | 691k | $16M | -49% | Sep 2025 |
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| CFS Investment Advisory Services | 689k | $16M | 1% | Sep 2025 |
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| Mutual Advisors | 683k | $16M | 6% | Sep 2025 |
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| James J. Burns & Company | 662k | $16M | 2% | Sep 2025 |
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| Cedar Mountain Advisors | 646k | $15M | 4% | Sep 2025 |
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| HPM Partners | 629k | $15M | 8% | Sep 2025 |
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| United Capital Financial Advisers | 621k | $15M | -3% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 597k | $14M | -3% | Jun 2025 |
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| Columbus Macro | 593k | $14M | 2% | Sep 2025 |
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| Christensen, King & Associates Investment Services | 511k | $12M | 3% | Sep 2025 |
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| Clearview Wealth Advisors | 498k | $12M | 4% | Sep 2025 |
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| Myecfo | 496k | $12M | 3% | Sep 2025 |
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| Cypress Wealth Services | 493k | $12M | -5% | Sep 2025 |
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| Kickstand Ventures | 488k | $12M | 5% | Sep 2025 |
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| Grove Street Fiduciary | 468k | $11M | 0% | Sep 2025 |
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| Summit Financial Strategies | 465k | $11M | -3% | Sep 2025 |
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| Iwamoto Kong & Co | 461k | $11M | 1% | Sep 2025 |
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| Mayflower Financial Advisors | 454k | $11M | 5% | Sep 2025 |
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| Savant Capital Management | 453k | $11M | -2% | Sep 2025 |
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| Creative Planning | 430k | $10M | 0% | Sep 2025 |
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| SigFig Wealth Management | 426k | $10M | -3% | Sep 2025 |
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| IFP Advisors | 422k | $9.9M | 2% | Sep 2025 |
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| AE Wealth Management | 407k | $9.6M | 10% | Sep 2025 |
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| MorganRosel Wealth Management | 401k | $9.4M | 11% | Sep 2025 |
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| Affinity Capital Advisors | 396k | $9.3M | 0% | Sep 2025 |
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| AlphaCore Capital | 395k | $9.3M | 1% | Sep 2025 |
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| Focus Financial Network | 394k | $9.2M | 3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 394k | $9.2M | 12% | Sep 2025 |
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| Beacon Pointe Advisors | 393k | $9.2M | -5% | Sep 2025 |
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| Waterford Advisors | 384k | $9.0M | 2772% | Sep 2025 |
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| Signature Estate and Investment Advisors | 371k | $8.7M | 2% | Sep 2025 |
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| Ffg Retirement Advisors | 369k | $8.7M | -10% | Sep 2025 |
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| Tempus Wealth Planning | 364k | $8.5M | 0% | Sep 2025 |
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| Breakthru Advisory Services | 355k | $8.3M | 100% | Sep 2025 |
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| Larson Financial Group | 351k | $8.2M | -11% | Sep 2025 |
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| Integrated Wealth Concepts | 347k | $8.1M | 6% | Sep 2025 |
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| Peak Financial Management | 339k | $8.0M | 5% | Sep 2025 |
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| Hengehold Capital Management | 337k | $7.9M | 7% | Sep 2025 |
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| Ashton Thomas Private Wealth | 336k | $7.9M | 38% | Sep 2025 |
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| Ascent Group | 336k | $7.9M | -53% | Sep 2025 |
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| Reston Wealth Management | 329k | $7.7M | 14% | Sep 2025 |
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| Leavell Investment Management | 321k | $7.5M | -5% | Sep 2025 |
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| Forthright Family Wealth Advisory | 313k | $7.4M | -25% | Sep 2025 |
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| Client 1st Advisory Group | 311k | $7.3M | 5% | Sep 2025 |
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| Merit Financial Group | 307k | $7.2M | -3% | Sep 2025 |
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| Apeiron RIA | 302k | $7.1M | 18% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 300k | $7.0M | -3% | Sep 2025 |
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| Creative Financial Designs | 298k | $7.0M | 12% | Sep 2025 |
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| SNS Financial | 294k | $6.9M | 12% | Sep 2025 |
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| MAI Wealth Advisors | 284k | $6.7M | 374% | Sep 2025 |
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| Marotta Asset Management | 284k | $6.7M | 2% | Sep 2025 |
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| Clay Northam Wealth Management | 282k | $6.6M | -2% | Sep 2025 |
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| Independent Solutions Wealth Management | 279k | $6.6M | -1% | Sep 2025 |
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| Curtis Advisory Group | 265k | $6.2M | -12% | Sep 2025 |
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| Park Avenue Securities | 264k | $6.2M | -4% | Sep 2025 |
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| Warren Averett Asset Management | 261k | $6.1M | -23% | Sep 2025 |
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| Cambridge Investment Research Advisors | 257k | $6.0M | -25% | Sep 2025 |
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| Midwest Financial Group | 257k | $6.0M | 2% | Sep 2025 |
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| Fairway Financial | 256k | $6.0M | 2% | Sep 2025 |
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| Bogart Wealth | 249k | $5.8M | -1% | Sep 2025 |
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| Northeast Financial Group | 249k | $5.8M | 8% | Sep 2025 |
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| Security Financial Services | 248k | $5.8M | -20% | Sep 2025 |
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| Fifth Third Securities | 240k | $5.6M | 36% | Sep 2025 |
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| Freestone Capital Holdings | 234k | $5.5M | -6% | Sep 2025 |
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| Emerald Investment Partners | 231k | $5.4M | 0% | Sep 2025 |
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| Vertex Planning Partners | 230k | $5.4M | 0% | Sep 2025 |
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| Cornerstone Planning Group | 224k | $6.0M | 56473% | Sep 2025 |
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| Hoxton Planning & Management | 222k | $5.2M | 13% | Sep 2025 |
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| Advisor OS | 219k | $5.1M | 0% | Sep 2025 |
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| Old Mission Capital | 217k | $5.1M | 100% | Sep 2025 |
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| Guardian Financial Partners | 216k | $5.1M | -6% | Sep 2025 |
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| Marshall Financial Group | 215k | $5.0M | 13% | Sep 2025 |
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| Tradition Wealth Management | 215k | $5.0M | -2% | Sep 2025 |
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| Beacon Bridge Wealth Partners | 214k | $5.0M | 1% | Sep 2025 |
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| Buckingham Strategic Partners | 210k | $4.9M | -12% | Sep 2025 |
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| Brookstone Capital Management | 202k | $4.8M | -6% | Sep 2025 |
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| Main Street Financial Solutions | 201k | $4.7M | 7% | Sep 2025 |
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| Manske Wealth Management | 200k | $4.7M | 1% | Sep 2025 |
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| Compass Financial Group | 200k | $4.7M | 22% | Sep 2025 |
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| Atria Wealth Solutions | 200k | $4.6M | -17% | Jun 2025 |
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| Phillips Financial Management | 197k | $4.6M | -1% | Sep 2025 |
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| Wakefield Asset Management L | 197k | $4.6M | 5% | Sep 2025 |
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| Stonekeep Investments | 192k | $4.5M | 8% | Sep 2025 |
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| Fischer Financial Services | 191k | $4.5M | 7% | Sep 2025 |
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| SageView Advisory Group | 191k | $4.5M | 342% | Sep 2025 |
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| RMB Capital Management | 189k | $4.4M | 0% | Sep 2025 |
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| Feltz Wealth PLAN | 188k | $4.4M | 8% | Sep 2025 |
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| Brady Martz Wealth Solutions | 188k | $4.4M | 0% | Sep 2025 |
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| Bestgate Wealth Advisors | 188k | $4.4M | 3% | Sep 2025 |
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| CWM | 186k | $4.4M | -40% | Sep 2025 |
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| HC Advisors | 185k | $4.4M | -2% | Sep 2025 |
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| TPG Advisors | 185k | $4.3M | 4% | Sep 2025 |
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| BFSG | 184k | $4.3M | -2% | Sep 2025 |
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| Krilogy Financial | 175k | $4.1M | -6% | Sep 2025 |
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| Spectrum Planning & Advisory Services | 167k | $3.9M | -28% | Sep 2025 |
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| Perigon Wealth Management | 166k | $3.9M | 1% | Sep 2025 |
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| Friedenthal Financial | 165k | $3.9M | -1% | Sep 2025 |
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| Commonwealth Equity Services | 157k | $3.7M | -8% | Sep 2025 |
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| Breakwater Investment Management | 149k | $3.5M | -10% | Sep 2025 |
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| Smart Money Group | 146k | $3.4M | -37% | Sep 2025 |
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| Mml Investors Services | 118k | $2.8M | -36% | Sep 2025 |
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| Rialto Wealth Management | 48k | $1.1M | -71% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr us aggregate b?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cardinal Point Capital Management, ULC | Jun 2025 | 636k | $636k |
| AlphaStar Capital Management | Jun 2025 | 602k | $14M |
| Duncan Williams Asset Management | Jun 2025 | 465k | $11M |
| Scarborough Advisors | Mar 2025 | 434k | $10M |
| Robertson Stephens Wealth Management | Jun 2025 | 210k | $4.9M |
| Susquehanna International | Jun 2025 | 186k | $4.3M |
| VSM Wealth Advisory | Jun 2025 | 177k | $4.1M |