Who owns Schwab Strategic Tr us aggregate b?

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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
Charles Schwab Investment Management 17M $895M 17% Mar 2021
Wealth Enhancement Advisory Services 4.5M $243M 14% Mar 2021
Honkamp Krueger Financial Services 3.4M $186M 8% Mar 2021
Ameriprise Financial 3.4M $184M 1% Mar 2021
Milliman Financial Risk Management 3.4M $182M 0% Mar 2021
Resources Investment Advisors 3.0M $160M 11% Mar 2021
Financial Engines Advisors L.L.C 2.5M $136M 8% Mar 2021
Envestnet Asset Management 2.1M $111M 5% Mar 2021
GSB Wealth Management 1.5M $82M 100% Mar 2021
Mariner Wealth Advisors 1.3M $69M 2% Mar 2021
Atlanta Financial Associates 1.2M $66M 0% Mar 2021

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Hengehold Capital Management 1.2M $63M -20% Mar 2021
McAdam 1.1M $58M 12% Mar 2021
United Capital Financial Advisers 1.0M $56M -5% Mar 2021
Sensible Financial Planning & Management 1.0M $55M 3% Mar 2021
Rockbridge Investment Management, LCC 995k $54M 18% Mar 2021
Iwamoto Kong & Co 948k $51M -12% Mar 2021
JBJ Investment Partners 943k $51M 6% Mar 2021
Krilogy Financial 922k $50M 17% Mar 2021
HighTower Advisors 888k $48M 12% Mar 2021
Sequoia Financial Advisors 853k $46M -2% Mar 2021
Mercer Global Advisors 771k $42M -1% Mar 2021
BlueSky Wealth Advisors 753k $41M 14% Mar 2021
Huntington Asset Advisors 663k $36M 102% Mar 2021
Kohmann Bosshard Financial Services 591k $32M 10% Mar 2021
Total Wealth Planning 585k $32M 10% Mar 2021
Alliance Wealth Management 575k $31M 13% Mar 2021
Towercrest Capital Management 575k $31M 13% Mar 2021
CliftonLarsonAllen Wealth Advisors 535k $29M 12% Mar 2021
Ancora Advisors 532k $32M 6% Mar 2021
Advisor Group Holdings 510k $28M 14% Mar 2021
Marotta Asset Management 505k $27M 4% Mar 2021
Citadel Advisors 426k $23M 164% Mar 2021
Creative Planning 417k $23M -2% Mar 2021
Bangor Savings Bank 383k $21M -2% Mar 2021
Connectus Wealth 371k $20M 100% Mar 2021
TAP Consulting 363k $20M 32% Mar 2021
Mokosak Advisory Group 360k $19M 16% Mar 2021
Sontag Advisory 353k $19M -31% Mar 2021
YCMNET Advisors 331k $18M -30% Mar 2021
Leavell Investment Management 324k $18M -1% Mar 2021
LPL Financial 299k $16M 3% Mar 2021
Advisory Services & Investments 282k $15M 100% Mar 2021
HPM Partners 272k $15M 3% Mar 2021
Pinnacle Advisory Group 263k $14M 12% Mar 2021
New York Life Investment Management 263k $14M 4% Mar 2021
D.B. Root & Company 261k $14M -8% Mar 2021
Patriot Investment Management 258k $14M 255% Mar 2021
Sage Financial Management Group 256k $14M 1611% Mar 2021
Retirement Planning Group 249k $13M 8% Mar 2021
Financial Advisory Service 246k $13M 3% Mar 2021
BFSG 238k $13M 11% Mar 2021
Cooper/haims Advisors 228k $12M -12% Mar 2021
Bank Of Montreal 225k $12M 4% Mar 2021
Captrust Financial Advisors 217k $12M 0% Mar 2021
Alberta Investment Management Corporation 200k $11M 100% Mar 2021
Bank of America Corporation 197k $11M -79% Mar 2021
Mission Creek Capital Partners 196k $11M 0% Mar 2021
MorganRosel Wealth Management 193k $10M 20% Mar 2021
Bigelow Investment Advisors 192k $10M -5% Mar 2021
Holistic Financial Partners 190k $10M -4% Mar 2021
Newman Dignan & Sheerar 171k $9.2M -15% Mar 2021
Alesco Advisors 170k $9.2M 0% Mar 2021
ProVise Management Group 166k $9.0M 2% Mar 2021
Friedenthal Financial 161k $8.7M -8% Mar 2021
Omega Financial Group 161k $8.7M 4% Mar 2021
Modus Advisors 147k $7.9M 9% Mar 2021
Evensky & Katz 139k $7.5M -5% Mar 2021
Cambridge Investment Research Advisors 137k $7.4M -2% Mar 2021
LVW Advisors 133k $7.2M 4% Mar 2021
Sentinel Pension Advisors 130k $5.4M 33% Mar 2021
Guggenheim Capital, LLC Managers 129k $6.9M 100% Mar 2021
Tradition Wealth Management 127k $6.8M 0% Mar 2021
Bartlett & Co. 126k $6.8M 0% Mar 2021
Roundview Capital 124k $6.7M -14% Mar 2021
Renaissance Technologies 123k $6.6M -11% Mar 2021
AdvisorNet Financial 121k $6.5M 6% Mar 2021
Moneta Group Investment Advisors 121k $6.5M 23% Mar 2021
UBS Group 117k $6.3M 1% Mar 2021
Northwest Investment Counselors 116k $6.3M 5% Mar 2021
VERITY Wealth Advisors 115k $6.2M 0% Mar 2021
Mutual Advisors 113k $6.1M 9% Mar 2021
Curbstone Financial Management 111k $6.0M 0% Mar 2021
Wakefield Asset Management L 110k $5.9M 10% Mar 2021
Cobblestone Capital Advisors 110k $5.9M -18% Mar 2021
Bnp Paribas Arbitrage, Snc 106k $5.7M -30% Mar 2021
Aj Wealth Strategies 105k $5.7M -50% Mar 2021
Graves-Light Private Wealth Management 103k $5.6M 0% Mar 2021
Chesapeake Wealth Management 103k $5.5M 1% Mar 2021
Summit Financial Strategies 98k $5.3M 11% Mar 2021
Bond & Devick Financial Network 98k $5.3M 15% Mar 2021
SigFig Wealth Management 98k $5.3M 13% Mar 2021
Portfolio Solutions 97k $5.3M 2% Mar 2021
Planning Alternatives 97k $5.2M -10% Mar 2021
Pacific Edge Advisors 94k $5.1M 25% Mar 2021
Warren Averett Asset Management 94k $5.1M 4% Mar 2021
Northwestern Mutual Wealth Management Company 94k $5.0M 85% Mar 2021
Gemmer Asset Management 92k $4.9M 0% Mar 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 91k $4.9M 5% Mar 2021
Hoese & Co 90k $4.9M 2% Mar 2021
Sargent Bickham Lagudis 89k $4.8M -5% Mar 2021
SNS Financial 88k $4.8M 44% Mar 2021
Reston Wealth Management 84k $4.6M 10% Mar 2021
Valicenti Advisory Services 82k $4.4M 12% Mar 2021
JMG Financial Group 80k $4.3M -10% Mar 2021
Souders Financial Advisors 77k $4.1M 9% Mar 2021
Creative Financial Designs 75k $4.0M 17% Mar 2021
Kuntz Lesher Capital 72k $3.9M 3% Mar 2021
Peak Financial Management 71k $3.8M 7% Mar 2021
Spire Wealth Management 68k $3.7M 100% Mar 2021
SeaCrest Wealth Management 68k $3.7M 40% Mar 2021
Courage Miller Partners 67k $3.6M 1% Mar 2021
Emerald Investment Partners 66k $3.6M 10% Mar 2021
Reilly Financial Advisors 66k $3.6M 7% Mar 2021
WNY Asset Management 65k $3.5M -78% Mar 2021
BerganKDV Wealth Management 64k $3.5M -16% Mar 2021
CVA Family Office 64k $3.4M 15% Mar 2021
Pensionmark Financial Group 62k $3.4M 17% Mar 2021
JJJ Advisors 62k $3.3M -2% Mar 2021
NYL Investors 60k $3.3M 2% Mar 2021
Raymond James Financial Services Advisors 60k $3.2M 4% Mar 2021
Cypress Wealth Services 58k $3.1M -8% Mar 2021
Sheets Smith Wealth Management 56k $3.0M -7% Mar 2021
Facet Wealth 54k $2.9M 5% Mar 2021
Valley Forge Investment Consultants Inc Adv 53k $2.9M 36% Mar 2021
EWG Elevate 53k $2.9M 2% Mar 2021
Clearshares 51k $2.7M 100% Mar 2021
BlackRock 49k $2.6M -4% Mar 2021
Kingsview Wealth Management 46k $2.5M -2% Mar 2021
Exchange Capital Management 46k $2.5M -3% Mar 2021
C.M. Bidwell & Associates 45k $2.4M 2% Mar 2021
Change Path 44k $2.4M -1% Mar 2021
Savant Capital Management 44k $2.4M -2% Mar 2021
Coastal Capital Group 44k $2.4M -57% Mar 2021
Commerce Bank N A 44k $2.3M 0% Mar 2021
NBT Bank 41k $2.2M 20% Mar 2021
Gradient Capital Advisors 41k $2.2M 4% Mar 2021
Silicon Hills Wealth Management 41k $2.2M -3% Mar 2021
Opes Wealth Management 39k $2.1M -18% Mar 2021
Appleton Group Wealth Management 38k $2.1M 6% Mar 2021
Retirement Group 38k $2.0M 20% Mar 2021
National Asset Management 37k $2.0M 15% Mar 2021
Baird Financial 37k $2.0M 11% Mar 2021
YHB Investment Advisors 36k $2.0M 100% Mar 2021
HC Advisors 36k $1.9M 17% Mar 2021
JFS Wealth Advisors 35k $1.9M -10% Mar 2021
IFP Advisors 35k $1.9M 1% Mar 2021
Monticello Wealth Management 35k $1.9M 23% Mar 2021
Vista Wealth Management Group 34k $1.8M -3% Mar 2021
Bogart Wealth 34k $1.8M 83% Mar 2021
Twele Capital Management 34k $1.8M -2% Mar 2021
Lee Financial 32k $1.7M -21% Mar 2021
Efficient Wealth Management 31k $1.7M -36% Mar 2021
Blue Square Asset Management 31k $1.7M -24% Mar 2021
HBK Sorce Advisory 29k $1.5M -23% Mar 2021
Manchester Financial 24k $1.3M -53% Mar 2021
Triton Wealth Management, P 13k $715k -84% Mar 2021
USAdvisors Wealth Management 13k $710k -91% Mar 2021
Bsc Private Wealth Management 10k $564k -96% Mar 2021
Kestra Advisory Services 9.9k $536k -96% Mar 2021
Newport Wealth Strategies 9.7k $525k -83% Mar 2021
Susquehanna International 9.4k $505k -84% Mar 2021
Financial Management Professionals 813.00 $44k -100% Mar 2021

Who sold out of Schwab Strategic Tr us aggregate b?

Fund or Company Name Date Sold Shares Held Valued At
Qube Research & Technologies Dec 2020 890k $50M
OTA Financial Dec 2020 212k $12M
Berger Financial Group Dec 2020 156k $8.7M
Jane Street Dec 2020 123k $6.9M
Morgan Stanley Dec 2020 103k $5.8M
Crabel Capital Management Dec 2020 69k $3.9M
Holderness Investments Dec 2020 68k $3.8M
SWS Partners Dec 2020 34k $1.9M
Phillips Financial Management Dec 2020 34k $1.9M