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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 24M | $1.1B | 7% | Jun 2023 |
|
| Honkamp Krueger Financial Services | 3.2M | $148M | 2% | Jun 2023 |
|
| Ameriprise Financial | 3.0M | $139M | 9% | Jun 2023 |
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| Financial Engines Advisors L.L.C | 2.5M | $114M | 3% | Jun 2023 |
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| Huntington Asset Advisors | 2.4M | $111M | -2% | Jun 2023 |
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| Resources Investment Advisors | 2.0M | $93M | -10% | Jun 2023 |
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| Goldman Sachs Group | 1.9M | $88M | 0% | Jun 2023 |
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| Envestnet Asset Management | 1.8M | $82M | -3% | Jun 2023 |
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| Wealth Enhancement Advisory Services | 1.6M | $74M | -21% | Jun 2023 |
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| Baker Avenue Asset Management | 1.6M | $74M | 4% | Jun 2023 |
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| McAdam | 1.5M | $68M | 5% | Jun 2023 |
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| HighTower Advisors | 1.0M | $48M | 1% | Jun 2023 |
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| YCMNET Advisors | 1.0M | $47M | -9% | Jun 2023 |
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| AlphaStar Capital Management | 992k | $46M | 20% | Jun 2023 |
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| Charles Schwab Trust | 974k | $45M | 12% | Jun 2023 |
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| Hengehold Capital Management | 966k | $45M | 0% | Jun 2023 |
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| Toronto-Dominion Bank | 939k | $43M | -6% | Jun 2023 |
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| BlueSky Wealth Advisors | 902k | $42M | 3% | Jun 2023 |
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| Total Wealth Planning | 781k | $36M | 2% | Jun 2023 |
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| Horst & Graben Wealth Management | 730k | $34M | 4% | Jun 2023 |
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| Kohmann Bosshard Financial Services | 671k | $31M | 15% | Jun 2023 |
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| Sequoia Financial Advisors | 602k | $28M | -7% | Jun 2023 |
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| Bank of America Corporation | 569k | $26M | -40% | Jun 2023 |
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| Theory Financial | 562k | $26M | 2% | Jun 2023 |
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| Iwamoto Kong & Co | 538k | $25M | -2% | Jun 2023 |
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| Towercrest Capital Management | 521k | $24M | 0% | Jun 2023 |
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| Mercer Global Advisors | 511k | $24M | -5% | Jun 2023 |
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| Alliance Wealth Management | 506k | $23M | 0% | Jun 2023 |
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| Austin Private Wealth | 504k | $23M | 8% | Jun 2023 |
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| United Capital Financial Advisers | 498k | $23M | -4% | Jun 2023 |
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| Financial Life Advisors | 496k | $23M | 41% | Jun 2023 |
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| American Trust | 468k | $22M | 0% | Jun 2023 |
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| CliftonLarsonAllen Wealth Advisors | 439k | $20M | -3% | Jun 2023 |
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| New York Life Investment Management | 419k | $19M | 8% | Jun 2023 |
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| Mokosak Advisory Group | 398k | $18M | 3% | Jun 2023 |
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| One Wealth Advisors | 364k | $17M | 5% | Jun 2023 |
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| Larson Financial Group | 349k | $16M | -2% | Jun 2023 |
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| Congress Wealth Management LLC / DE / | 348k | $16M | 1509% | Jun 2023 |
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| MorganRosel Wealth Management | 345k | $16M | 3% | Jun 2023 |
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| Waterford Advisors | 334k | $15M | 4% | Jun 2023 |
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| Raymond James Financial Services Advisors | 333k | $15M | 31% | Jun 2023 |
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| Tenret | 333k | $15M | 1% | Jun 2023 |
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| CFS Investment Advisory Services | 330k | $15M | 100% | Jun 2023 |
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| Souders Financial Advisors | 325k | $15M | 2% | Jun 2023 |
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| Financial Advisory Service | 315k | $15M | 6% | Jun 2023 |
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| Mariner Wealth Advisors | 310k | $14M | -9% | Jun 2023 |
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| Ffg Retirement Advisors | 298k | $14M | 20% | Jun 2023 |
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| Members Advisory Group | 293k | $14M | 0% | Jun 2023 |
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| Advisor Group Holdings | 290k | $13M | -5% | Jun 2023 |
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| Daymark Wealth Partners | 289k | $13M | 377% | Jun 2023 |
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| Raymond James & Associates | 275k | $13M | 6% | Jun 2023 |
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| Financial Architects | 267k | $12M | -2% | Jun 2023 |
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| Pioneer Wealth Management Group | 254k | $12M | -8% | Jun 2023 |
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| Creative Planning | 253k | $12M | -1% | Jun 2023 |
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| JMG Financial Group | 239k | $11M | -11% | Jun 2023 |
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| KilterHowling | 234k | $11M | -24% | Jun 2023 |
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| Jane Street | 234k | $11M | -74% | Jun 2023 |
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| Leavell Investment Management | 232k | $11M | -2% | Jun 2023 |
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| Freestone Capital Holdings | 229k | $11M | -3% | Jun 2023 |
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| Bond & Devick Financial Network | 229k | $11M | 7% | Jun 2023 |
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| Cambridge Investment Research Advisors | 224k | $10M | -16% | Jun 2023 |
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| Mutual Advisors | 221k | $10M | 1% | Jun 2023 |
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| Client 1st Advisory Group | 216k | $10M | -2% | Jun 2023 |
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| Revolve Wealth Partners | 214k | $9.9M | 12% | Jun 2023 |
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| West Wealth Group | 213k | $9.8M | -1% | Jun 2023 |
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| Moneta Group Investment Advisors | 210k | $9.7M | 5% | Jun 2023 |
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| Charles Schwab Investment Advisory | 206k | $9.5M | 27% | Jun 2023 |
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| Patriot Investment Management | 206k | $9.5M | -5% | Jun 2023 |
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| James J. Burns & Company | 202k | $9.3M | 0% | Jun 2023 |
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| LPL Financial | 201k | $9.3M | -6% | Jun 2023 |
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| Myecfo | 188k | $8.7M | 6% | Jun 2023 |
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| Ronald Blue Trust | 187k | $8.8M | -39% | Jun 2023 |
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| Jones Financial Companies, L.L | 187k | $8.6M | 9% | Jun 2023 |
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| AE Wealth Management | 186k | $8.6M | -10% | Jun 2023 |
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| Vantage Financial Partners | 185k | $8.5M | 0% | Jun 2023 |
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| Morgan Stanley | 183k | $8.5M | -39% | Jun 2023 |
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| Atria Wealth Solutions | 176k | $8.1M | 3% | Jun 2023 |
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| Lodestar Private Asset Management | 172k | $8.0M | -2% | Jun 2023 |
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| Beacon Pointe Advisors | 172k | $7.9M | -38% | Jun 2023 |
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| Emerald Investment Partners | 169k | $7.8M | 2% | Jun 2023 |
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| TNF | 169k | $7.8M | -1% | Jun 2023 |
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| Northwest Investment Counselors | 156k | $7.2M | -1% | Jun 2023 |
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| Northeast Financial Group | 156k | $7.2M | -14% | Jun 2023 |
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| Curi Wealth Management | 145k | $6.7M | 15% | Jun 2023 |
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| SageView Advisory Group | 143k | $6.6M | 41% | Jun 2023 |
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| TCWP | 142k | $6.6M | 4% | Jun 2023 |
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| Clay Northam Wealth Management | 142k | $6.5M | -5% | Jun 2023 |
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| Security Financial Services | 142k | $6.5M | 4% | Jun 2023 |
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| Marotta Asset Management | 136k | $6.3M | 2% | Jun 2023 |
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| SigFig Wealth Management | 132k | $6.1M | -1% | Jun 2023 |
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| Friedenthal Financial | 130k | $6.0M | -6% | Jun 2023 |
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| Krilogy Financial | 130k | $6.0M | -12% | Jun 2023 |
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| Callan Capital | 130k | $6.0M | -9% | Jun 2023 |
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| Kaizen Financial Strategies | 124k | $5.7M | 5% | Jun 2023 |
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| Thrivent Financial for Lutherans | 120k | $5.5M | 100% | Jun 2023 |
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| Reston Wealth Management | 120k | $5.6M | 2% | Jun 2023 |
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| SNS Financial | 120k | $5.5M | 17% | Jun 2023 |
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| Wakefield Asset Management L | 119k | $5.5M | 2% | Jun 2023 |
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| Harbour Investments | 118k | $5.5M | 41% | Jun 2023 |
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| Guggenheim Capital, LLC Managers | 118k | $5.4M | 0% | Jun 2023 |
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| AlphaQ Advisors | 113k | $5.2M | 6% | Jun 2023 |
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| UBS Group | 111k | $5.1M | 0% | Jun 2023 |
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| Commonwealth Equity Services | 109k | $5.0M | -11% | Jun 2023 |
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| Schneider Downs Wealth Management Advisors | 108k | $5.0M | 1% | Jun 2023 |
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| Cypress Wealth Services | 107k | $4.9M | 38% | Jun 2023 |
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| Bogart Wealth | 106k | $4.9M | 1% | Jun 2023 |
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| Mayflower Financial Advisors | 106k | $4.9M | -15% | Jun 2023 |
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| ProVise Management Group | 105k | $4.8M | 1% | Jun 2023 |
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| Pensionmark Financial Group | 105k | $4.8M | 4% | Jun 2023 |
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| Mission Creek Capital Partners | 104k | $4.8M | -15% | Jun 2023 |
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| Apeiron RIA | 103k | $4.8M | 7% | Jun 2023 |
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| Integrated Wealth Concepts | 103k | $4.7M | 43% | Jun 2023 |
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| Financial Designs Corp | 100k | $4.6M | -3% | Jun 2023 |
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| HPM Partners | 99k | $4.6M | 75% | Jun 2023 |
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| Summit Financial Strategies | 96k | $4.4M | 1% | Jun 2023 |
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| Strategic Blueprint | 94k | $4.4M | 43% | Mar 2023 |
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| Tempus Wealth Planning | 93k | $4.3M | 8% | Jun 2023 |
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| ORG Partners | 92k | $4.2M | 14% | Jun 2023 |
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| Retirement Planning Group | 91k | $4.2M | 0% | Jun 2023 |
|
| ETF Store | 89k | $4.1M | 6% | Jun 2023 |
|
| Northwestern Mutual Wealth Management Company | 88k | $4.1M | 16% | Jun 2023 |
|
| GSB Wealth Management | 87k | $4.0M | 38% | Jun 2023 |
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| Carlsbad Wealth Advisory Group | 86k | $4.0M | 100% | Jun 2023 |
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| Global Retirement Partners | 85k | $3.9M | -1% | Jun 2023 |
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| Creative Financial Designs | 85k | $3.9M | 30% | Jun 2023 |
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| Peak Financial Management | 83k | $3.8M | 3% | Jun 2023 |
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| Bartlett & Co. | 82k | $3.8M | -3% | Jun 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 82k | $3.8M | 5% | Jun 2023 |
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| My Legacy Advisors | 81k | $3.8M | 24% | Jun 2023 |
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| Cedar Brook Financial Partners | 79k | $3.7M | 5% | Jun 2023 |
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| Phillips Financial Management | 78k | $3.6M | -1% | Jun 2023 |
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| AdvisorNet Financial | 77k | $3.5M | 1% | Jun 2023 |
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| IFP Advisors | 76k | $3.5M | -21% | Jun 2023 |
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| Warren Averett Asset Management | 75k | $3.5M | -7% | Jun 2023 |
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| JJJ Advisors | 75k | $3.4M | 3% | Jun 2023 |
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| Omega Financial Group | 74k | $3.4M | 1% | Jun 2023 |
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| Courage Miller Partners | 74k | $3.4M | 0% | Jun 2023 |
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| Smart Money Group | 72k | $3.3M | -4% | Jun 2023 |
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| Corrigan Financial | 72k | $3.3M | -1% | Jun 2023 |
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| BFSG | 71k | $3.3M | 10% | Jun 2023 |
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| Ancora Advisors | 71k | $3.3M | -4% | Jun 2023 |
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| Cedar Wealth Management | 70k | $3.2M | -56% | Jun 2023 |
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| HC Advisors | 70k | $3.2M | -12% | Jun 2023 |
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| Leading Edge Financial Planning | 69k | $3.2M | -3% | Jun 2023 |
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| NYL Investors | 67k | $3.1M | 1% | Jun 2023 |
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| Chesapeake Wealth Management | 67k | $3.1M | -2% | Jun 2023 |
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| Bangor Savings Bank | 67k | $3.1M | -12% | Jun 2023 |
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| Kuntz Lesher Capital | 67k | $3.1M | 0% | Jun 2023 |
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| Atria Investments | 67k | $3.1M | 88% | Jun 2023 |
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| Feltz Wealth PLAN | 64k | $2.9M | -7% | Jun 2023 |
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| Susquehanna International | 18k | $822k | -99% | Jun 2023 |
|
| Summit Wealth Group | 8.8k | $405k | -98% | Jun 2023 |
|
| Bnp Paribas Arbitrage, Snc | 508.00 | $23k | -100% | Jun 2023 |
|
Who sold out of Schwab Strategic Tr us aggregate b?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| We Are One Seven | Mar 2023 | 137k | $6.4M |