Who owns Schwab Strategic Tr us aggregate b?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Wealth Enhancement Advisory Services 6.4M $289M 2% Sep 2022
Resources Investment Advisors 3.3M $150M -9% Sep 2022
Milliman Financial Risk Management 2.4M $110M 0% Sep 2022
Financial Engines Advisors L.L.C 2.4M $107M 2% Sep 2022
Envestnet Asset Management 2.1M $96M -17% Sep 2022
Honkamp Krueger Financial Services 1.7M $79M -2% Sep 2022
Hengehold Capital Management 1.4M $64M -8% Sep 2022
McAdam 1.4M $64M -1% Sep 2022
YCMNET Advisors 1.2M $58M 324% Jun 2022
Krilogy Financial 911k $41M 2% Sep 2022
HighTower Advisors 877k $40M -12% Sep 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Schwab Strategic Tr us aggregate b?

BlueSky Wealth Advisors 865k $39M 6% Sep 2022
Mercer Global Advisors 756k $34M -24% Sep 2022
Jane Street 739k $34M -46% Sep 2022
Sequoia Financial Advisors 735k $33M -9% Sep 2022
Bank of America Corporation 652k $31M 100% Jun 2022
United Capital Financial Advisers 638k $29M -24% Sep 2022
Iwamoto Kong & Co 630k $30M -2% Jun 2022
Total Wealth Planning 622k $30M -5% Jun 2022
Towercrest Capital Management 557k $27M -12% Jun 2022
Alliance Wealth Management 518k $24M -7% Sep 2022
Horst & Graben Wealth Management 503k $23M 5% Sep 2022
American Trust 488k $22M -16% Sep 2022
Kohmann Bosshard Financial Services 479k $22M 17% Sep 2022
Theory Financial 456k $22M 100% Jun 2022
Mariner Wealth Advisors 437k $20M -65% Sep 2022
Creative Planning 419k $19M -42% Sep 2022
Advisor OS 400k $18M 0% Sep 2022
Ancora Advisors 380k $18M -8% Jun 2022
Citadel Advisors 376k $18M 100% Jun 2022
Advisor Group Holdings 349k $17M -31% Jun 2022
MorganRosel Wealth Management 343k $16M 44% Sep 2022
Charles Schwab Trust 330k $15M 3116% Sep 2022
New York Life Investment Management 296k $13M 2% Sep 2022
Austin Private Wealth 290k $13M 17% Sep 2022
Souders Financial Advisors 286k $13M -26% Sep 2022
Cambridge Investment Research Advisors 286k $13M 1% Sep 2022
Leavell Investment Management 279k $13M -4% Sep 2022
JMG Financial Group 272k $12M -21% Sep 2022
Mokosak Advisory Group 266k $12M -29% Sep 2022
Old Mission Capital 265k $13M 100% Jun 2022
TCWP 263k $13M 18% Jun 2022
Patriot Investment Management 232k $11M 1% Sep 2022
One Wealth Advisors 218k $9.9M -4% Sep 2022
FLC Capital Advisors 213k $9.7M -36% Sep 2022
Beacon Pointe Advisors 209k $9.5M -5% Sep 2022
Financial Advisory Service 209k $9.5M 23% Sep 2022
LPL Financial 206k $9.8M -15% Jun 2022
Retirement Planning Group 202k $9.1M 202% Sep 2022
Mutual Advisors 200k $9.1M -1% Sep 2022
UBS Group 198k $9.0M 64% Sep 2022
Bond & Devick Financial Network 184k $8.3M 8% Sep 2022
Mission Creek Capital Partners 184k $8.3M -4% Sep 2022
Valley National Advisers 179k $8.0M 662452% Sep 2022
Ronald Blue Trust 177k $8.5M 100% Sep 2022
Client 1st Advisory Group 177k $8.0M 1% Sep 2022
West Wealth Group 174k $7.9M -5% Sep 2022
Northwest Investment Counselors 152k $6.9M 1% Sep 2022
Econ Financial Services Corp 140k $6.4M 168% Sep 2022
Clearview Wealth Advisors 139k $6.3M 2% Sep 2022
Marotta Asset Management 137k $6.2M -4% Sep 2022
Clay Northam Wealth Management 136k $6.1M 2% Sep 2022
James J. Burns & Company 135k $6.1M 100% Sep 2022
Tenret 134k $6.1M -48% Sep 2022
LVW Advisors 132k $6.0M 1% Sep 2022
Friedenthal Financial 132k $6.0M -1% Sep 2022
Revolve Wealth Partners 131k $5.9M 5% Sep 2022
Morgan Stanley 131k $6.3M 30% Jun 2022
ProVise Management Group 129k $5.8M -16% Sep 2022
SigFig Wealth Management 129k $5.4M 2% Sep 2022
Commonwealth Equity Services 126k $6.0M 120% Jun 2022
BFSG 123k $5.6M -45% Sep 2022
Guggenheim Capital, LLC Managers 122k $5.5M 0% Sep 2022
AE Wealth Management 119k $5.4M -9% Sep 2022
TNF 118k $5.3M 2% Sep 2022
Wakefield Asset Management L 116k $5.3M -6% Sep 2022
Modus Advisors 115k $5.2M -2% Sep 2022
Raymond James Financial Services Advisors 111k $5.0M 65% Sep 2022
Summit Financial Strategies 107k $4.9M 0% Sep 2022
Bangor Savings Bank 105k $4.8M -54% Sep 2022
IFP Advisors 104k $5.3M 37% Sep 2022
Jones Financial Companies, L.L 100k $4.5M 139% Sep 2022
Reston Wealth Management 100k $4.8M -32% Jun 2022
BlackRock 100k $4.8M 100% Jun 2022
Captrust Financial Advisors 98k $4.4M -5% Sep 2022
Spectrum Planning & Advisory Services 97k $4.4M -4% Sep 2022
Roundview Capital 96k $4.3M -16% Sep 2022
Pensionmark Financial Group 94k $4.6M 4% Jun 2022
Security Financial Services 92k $4.2M -14% Sep 2022
Bartlett & Co. 91k $4.1M -5% Sep 2022
OTA Financial 91k $4.1M -50% Sep 2022
Global Retirement Partners 91k $4.1M 0% Sep 2022
VERITY Wealth Advisors 90k $4.1M -2% Sep 2022
Fort Pitt Capital 90k $4.1M 100% Sep 2022
Northwestern Mutual Wealth Management Company 88k $4.2M -35% Jun 2022
ETF Store 87k $3.9M -17% Sep 2022
Gemmer Asset Management 84k $3.8M -5% Sep 2022
Facet Wealth 82k $3.6M -4% Sep 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 82k $3.7M -11% Sep 2022
Warren Averett Asset Management 80k $3.6M 5% Sep 2022
Peak Financial Management 77k $3.5M 4% Sep 2022
Kuntz Lesher Capital 76k $3.6M -2% Jun 2022
Cobblestone Capital Advisors 75k $3.4M -16% Sep 2022
Phillips Financial Management 75k $3.4M 3% Sep 2022
Strategic Blueprint 75k $3.4M 4% Sep 2022
Chesapeake Wealth Management 74k $3.4M -11% Sep 2022
Zhang Financial 73k $3.3M 6% Sep 2022
Curbstone Financial Management 71k $3.2M 0% Sep 2022
Cedar Brook Financial Partners 71k $3.4M -10% Jun 2022
Integrated Wealth Concepts 70k $3.4M 247% Jun 2022
Harbour Investments 70k $3.3M 0% Sep 2022
JJJ Advisors 68k $3.0M -3% Sep 2022
Aj Wealth Strategies 67k $3.1M 0% Sep 2022
Monticello Wealth Management 67k $3.0M -3% Sep 2022
NYL Investors 67k $3.0M 2% Sep 2022
Integrity Advisory 66k $3.0M 0% Sep 2022
SeaCrest Wealth Management 65k $3.0M 11% Sep 2022
Bigelow Investment Advisors 65k $2.9M -32% Sep 2022
Courage Miller Partners 64k $2.9M 0% Sep 2022
Nelson, Van Denburg & Campbell Wealth Management 64k $2.9M -12% Sep 2022
Cooper/haims Advisors 63k $2.9M -44% Sep 2022
Curi Wealth Management 62k $2.8M 626% Sep 2022
Financial Life Advisors 61k $2.8M 100% Sep 2022
AdvisorNet Financial 60k $2.7M 1% Sep 2022
Barden Capital Management 59k $2.7M -2% Sep 2022
Fifth Third Securities 59k $2.7M -1% Sep 2022
Mayflower Financial Advisors 58k $2.6M 46% Sep 2022
Apeiron RIA 58k $2.6M 1% Sep 2022
Stratos Wealth Advisors 58k $2.6M -37% Sep 2022
Blue Barn Wealth 57k $2.6M -2% Sep 2022
Creative Financial Designs 56k $2.5M -9% Sep 2022
Bogart Wealth 54k $2.5M 33% Sep 2022
Retirement Group 54k $2.6M 22% Jun 2022
PFG Advisors 53k $2.4M 100% Sep 2022
Adamsbrown Wealth Consultants 52k $2.4M -70% Sep 2022
Sargent Bickham Lagudis 52k $2.4M -29% Sep 2022
Omega Financial Group 51k $2.3M -15% Sep 2022
Guardian Financial Partners 51k $2.3M 9% Sep 2022
Cypress Wealth Services 48k $2.2M 13% Sep 2022
Appleton Group Wealth Management 47k $2.1M -7% Sep 2022
Ledge Wealth Management 46k $2.1M -19% Sep 2022
Evensky & Katz 45k $2.0M -2% Sep 2022
Curtis Advisory Group 45k $2.0M 6% Sep 2022
C.M. Bidwell & Associates 43k $2.1M -13% Jun 2022
NBT Bank 42k $1.9M -2% Sep 2022
Sontag Advisory 42k $1.9M -47% Sep 2022
Savant Capital Management 42k $1.9M -1% Sep 2022
RHS Financial 42k $1.9M 1% Sep 2022
Laidlaw Wealth Management 41k $1.9M -1% Jun 2022
HC Advisors 40k $1.8M -7% Sep 2022
Connectus Wealth 38k $17M -90% Sep 2022
Streettalk Advisors 37k $1.7M -37% Sep 2022
HPM Partners 35k $1.7M -20% Jun 2022
True North Advisors 34k $1.6M -15% Jun 2022
Patriot Financial Group Insurance Agency 33k $1.5M -32% Sep 2022
Advisory Services & Investments 27k $1.2M -36% Sep 2022
Newman Dignan & Sheerar 24k $1.1M -47% Sep 2022
FIDELIS iM 20k $896k -58% Sep 2022
D.B. Root & Company 18k $830k -76% Sep 2022
Benedetti & Gucer 12k $552k -85% Sep 2022
Financial Network Investment Corporation 11k $524k -73% Jun 2022
Legacy Wealth Management 7.1k $320k -90% Sep 2022

Who sold out of Schwab Strategic Tr us aggregate b?

Fund or Company Name Date Sold Shares Held Valued At
55i Mar 2022 1.1M $55M
CliftonLarsonAllen Wealth Advisors Jun 2022 513k $25M
Financial Architects Mar 2022 268k $14M
CFS Investment Advisory Services Jun 2022 259k $12M
Procyon Private Wealth Partners Jun 2022 186k $8.9M
SNS Financial Jun 2022 95k $4.6M
Sensible Financial Planning & Management Jun 2022 74k $3.5M
Millennium Management Mar 2022 73k $3.7M
BCJ Capital Management Mar 2022 68k $3.5M
Oak Asset Management Jun 2022 64k $3.1M
Renaissance Technologies Jun 2022 53k $2.5M
Sage Financial Management Group Jun 2022 40k $1.9M