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 14M $792M 18% Dec 2020
Wealth Enhancement Advisory Services 3.9M $218M 12% Dec 2020
Ameriprise Financial 3.4M $190M -27% Dec 2020
Milliman Financial Risk Management 3.4M $190M 0% Dec 2020
Honkamp Krueger Financial Services 3.2M $178M 5% Dec 2020
Resources Investment Advisors 2.7M $149M 146% Dec 2020
Financial Engines Advisors L.L.C 2.3M $131M 5% Dec 2020
Envestnet Asset Management 2.0M $110M 35% Dec 2020
Hengehold Capital Management 1.5M $83M 2% Dec 2020
Mariner Wealth Advisors 1.3M $70M 25% Dec 2020
Atlanta Financial Associates 1.2M $67M 2% Dec 2020

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United Capital Financial Advisers 1.1M $61M 2% Dec 2020
Iwamoto Kong & Co 1.1M $60M 0% Dec 2020
Sensible Financial Planning & Management 985k $55M 4% Dec 2020
McAdam 956k $53M 34% Dec 2020
Bank of America Corporation 937k $53M -9% Dec 2020
Qube Research & Technologies 890k $50M 324% Dec 2020
JBJ Investment Partners 886k $50M 7% Dec 2020
Sequoia Financial Advisors 875k $49M 1% Dec 2020
Rockbridge Investment Management, LCC 842k $47M 17% Dec 2020
HighTower Advisors 790k $44M 43% Dec 2020
Krilogy Financial 787k $44M 15% Dec 2020
Mercer Global Advisors 776k $44M -11% Dec 2020
Reby Advisors 691k $39M 100% Dec 2020
BlueSky Wealth Advisors 659k $37M 11% Dec 2020
Kohmann Bosshard Financial Services 536k $30M 11% Dec 2020
Total Wealth Planning 531k $30M 10% Dec 2020
Sontag Advisory 511k $29M 100% Dec 2020
Alliance Wealth Management 510k $29M 2% Dec 2020
Towercrest Capital Management 510k $29M 2% Dec 2020
Marotta Asset Management 505k $27M 4% Mar 2021
Ancora Advisors 502k $28M 4% Dec 2020
CliftonLarsonAllen Wealth Advisors 479k $27M 2% Dec 2020
YCMNET Advisors 470k $26M 66% Dec 2020
Advisor Group Holdings 448k $25M 15% Dec 2020
Financial Management Professionals 448k $25M -13% Dec 2020
Creative Planning 427k $24M 16% Dec 2020
Bangor Savings Bank 392k $22M -18% Dec 2020
SVA Plumb Wealth Management 375k $21M -3% Dec 2020
Huntington Asset Advisors 329k $18M 212% Dec 2020
Leavell Investment Management 329k $18M 4% Dec 2020
Horan Capital Management 321k $18M -1% Dec 2020
Mokosak Advisory Group 311k $17M 5% Dec 2020
WNY Asset Management 297k $17M 100% Dec 2020
LPL Financial 290k $16M 5% Dec 2020
D.B. Root & Company 285k $16M 3% Dec 2020
Financial Architects 282k $16M 0% Dec 2020
TAP Consulting 275k $15M 16% Dec 2020
HPM Partners 263k $15M 100% Dec 2020
Bsc Private Wealth Management 263k $15M 30% Dec 2020
Cooper/haims Advisors 258k $14M -11% Dec 2020
New York Life Investment Management 252k $14M 75% Dec 2020
Kestra Advisory Services 251k $14M 2197% Dec 2020
Financial Advisory Service 238k $13M 47% Dec 2020
Pinnacle Advisory Group 235k $13M 5% Dec 2020
Retirement Planning Group 230k $13M 12% Dec 2020
Captrust Financial Advisors 217k $12M 4% Dec 2020
Bank Of Montreal 217k $12M 20% Dec 2020
BFSG 214k $12M 11% Dec 2020
OTA Financial 212k $12M 122% Dec 2020
Aj Wealth Strategies 209k $12M 1% Dec 2020
Bigelow Investment Advisors 203k $11M 15% Dec 2020
Newman Dignan & Sheerar 201k $11M 0% Dec 2020
Holistic Financial Partners 198k $11M 0% Dec 2020
Mission Creek Capital Partners 196k $11M 0% Dec 2020
Friedenthal Financial 176k $9.8M -8% Dec 2020
Alesco Advisors 170k $9.5M 0% Dec 2020
ProVise Management Group 163k $9.1M 13% Dec 2020
Citadel Advisors 161k $9.0M 100% Dec 2020
MorganRosel Wealth Management 161k $9.0M 2% Dec 2020
Berger Financial Group 156k $8.7M 100% Dec 2020
Omega Financial Group 154k $8.6M 4% Dec 2020
USAdvisors Wealth Management 151k $8.5M -9% Dec 2020
Bnp Paribas Arbitrage, Snc 150k $8.4M 226% Dec 2020
Modus Advisors 147k $7.9M 9% Mar 2021
Roundview Capital 144k $8.1M 7% Dec 2020
Cambridge Investment Research Advisors 140k $7.8M -9% Dec 2020
Evensky & Katz 139k $7.5M -5% Mar 2021
Renaissance Technologies 138k $7.7M 164% Dec 2020
Cobblestone Capital Advisors 135k $7.5M 0% Dec 2020
Beacon Pointe Advisors 131k $7.3M -5% Dec 2020
LVW Advisors 128k $7.2M 2% Dec 2020
Tradition Wealth Management 127k $7.1M 100% Dec 2020
Bartlett & Co. 126k $7.0M 2% Dec 2020
Jane Street 123k $6.9M -83% Dec 2020
UBS Group 116k $6.5M -17% Dec 2020
VERITY Wealth Advisors 115k $6.4M -2% Dec 2020
AdvisorNet Financial 114k $6.4M 0% Dec 2020
Curbstone Financial Management 111k $6.0M 0% Mar 2021
Northwest Investment Counselors 111k $6.2M 5% Dec 2020
Planning Alternatives 108k $6.1M -11% Dec 2020
Mutual Advisors 104k $5.8M 10% Dec 2020
Morgan Stanley 103k $5.8M 32% Dec 2020
Graves-Light Private Wealth Management 103k $5.6M 0% Mar 2021
Chesapeake Wealth Management 101k $5.7M 1% Dec 2020
Coastal Capital Group 101k $5.6M -26% Dec 2020
Wakefield Asset Management L 101k $5.6M 1% Dec 2020
Moneta Group Investment Advisors 98k $5.5M 9% Dec 2020
Sentinel Pension Advisors 98k $5.5M 6% Dec 2020
Portfolio Solutions 95k $5.3M 7% Dec 2020
Gemmer Asset Management 92k $5.2M 4% Dec 2020
Flow Traders US 91k $5.1M 792% Dec 2020
Warren Averett Asset Management 90k $5.0M 7% Dec 2020
JMG Financial Group 89k $5.0M -1% Dec 2020
Summit Financial Strategies 89k $5.0M 3% Dec 2020
Hoese & Co 88k $4.9M 100% Dec 2020
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 87k $4.9M 0% Dec 2020
SigFig Wealth Management 86k $4.8M 21% Dec 2020
Bond & Devick Financial Network 85k $4.8M 100% Dec 2020
Triton Wealth Management, P 83k $4.6M -50% Dec 2020
BerganKDV Wealth Management 77k $4.3M 0% Dec 2020
Reston Wealth Management 77k $4.3M 8% Dec 2020
Pacific Edge Advisors 75k $4.2M 6% Dec 2020
Laidlaw Wealth Management 73k $4.1M 176% Dec 2020
Valicenti Advisory Services 73k $4.1M 70% Dec 2020
Patriot Investment Management 73k $4.1M -69% Dec 2020
Souders Financial Advisors 71k $4.0M 3% Dec 2020
Kuntz Lesher Capital 70k $3.9M 0% Dec 2020
Crabel Capital Management 69k $3.9M 100% Dec 2020
Holderness Investments 68k $3.8M -48% Dec 2020
Peak Financial Management 66k $3.7M 7% Dec 2020
Courage Miller Partners 66k $3.7M 50% Dec 2020
Creative Financial Designs 64k $3.6M 14% Dec 2020
Cypress Wealth Services 63k $3.5M 0% Dec 2020
JJJ Advisors 63k $3.5M 2% Dec 2020
Reilly Financial Advisors 62k $3.5M 1% Dec 2020
SNS Financial 61k $3.4M 9% Dec 2020
Sheets Smith Wealth Management 61k $3.4M -44% Dec 2020
Susquehanna International 60k $3.4M -11% Dec 2020
Emerald Investment Partners 60k $3.3M 1307% Dec 2020
NYL Investors 59k $3.3M 0% Dec 2020
Newport Wealth Strategies 59k $3.3M 0% Dec 2020
Raymond James Financial Services Advisors 58k $3.2M -3% Dec 2020
Old Mission Capital 58k $3.2M 100% Dec 2020
CVA Family Office 55k $3.1M 15% Dec 2020
EWG Elevate 53k $2.9M 2% Mar 2021
Pensionmark Financial Group 53k $2.9M 32% Dec 2020
Manchester Financial 51k $2.9M 181% Dec 2020
BlackRock 51k $2.9M -3% Dec 2020
Northwestern Mutual Wealth Management Company 51k $2.8M 99% Dec 2020
Efficient Wealth Management 49k $2.8M -12% Dec 2020
SeaCrest Wealth Management 49k $2.7M 28% Dec 2020
Opes Wealth Management 47k $2.7M -20% Dec 2020
Exchange Capital Management 47k $2.6M -11% Dec 2020
Kingsview Wealth Management 47k $2.6M -2% Dec 2020
Savant Capital Management 45k $2.5M 3% Dec 2020
Change Path 44k $2.5M -12% Dec 2020
C.M. Bidwell & Associates 44k $2.5M -6% Dec 2020
Commerce Bank N A 44k $2.4M 100% Dec 2020
Silicon Hills Wealth Management 42k $2.4M -6% Dec 2020
JFS Wealth Advisors 40k $2.2M -14% Dec 2020
Capital One Financial Corp 24k $1.4M -45% Dec 2020
Equitable Holdings 24k $1.3M -53% Dec 2020
Bogart Wealth 19k $1.0M -62% Dec 2020

Who sold out of Schwab Strategic Tr us aggregate b?

Fund or Company Name Date Sold Shares Held Valued At
Financial Advocates Investment Management Sep 2020 453k $25M
Matrix Trust Sep 2020 195k $11M
Baker Avenue Asset Management Sep 2020 68k $3.8M