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 | 14M | $335M | 100% | Jun 2026 |
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| Rockbridge Investment Management, LCC | 10M | $241M | 7% | Jun 2026 |
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| Honkamp Krueger Financial Services | 8.0M | $185M | 3% | Jun 2026 |
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| Ameriprise Financial | 6.8M | $158M | 5% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 5.7M | $131M | 5% | Jun 2026 |
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| HighTower Advisors | 4.3M | $99M | -4% | Jun 2026 |
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| Charles Schwab Trust | 3.9M | $85M | -42% | Sep 2026 |
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| Kohmann Bosshard Financial Services | 3.9M | $89M | 16% | Jun 2026 |
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| Envestnet Asset Management | 3.5M | $81M | 6% | Jun 2026 |
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| Huntington Asset Advisors | 3.1M | $73M | 2% | Jun 2026 |
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| Goldman Sachs Group | 3.1M | $71M | -2% | Jun 2026 |
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| McAdam | 2.6M | $60M | 31% | Jun 2026 |
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| Pioneer Wealth Management Group | 2.5M | $56M | 12% | Sep 2026 |
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| HPM Partners | 2.3M | $45M | 31% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.3M | $53M | 20% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 2.3M | $50M | 4% | Sep 2026 |
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| Mariner Wealth Advisors | 2.1M | $49M | -1% | Jun 2026 |
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| Cetera Investment Advisers | 1.9M | $43M | 5% | Jun 2026 |
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| ZynergyRetirementPlanning | 1.7M | $39M | 24% | Sep 2026 |
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| Savant Capital Management | 1.7M | $39M | 100% | Jun 2026 |
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| Vident Advisory | 1.7M | $39M | 3% | Jun 2026 |
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| Financial Life Advisors | 1.6M | $36M | 4% | Sep 2026 |
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| NorthRock Partners | 1.6M | $37M | 34% | Jun 2026 |
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| Ronald Blue Trust | 1.5M | $34M | -2% | Sep 2026 |
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| YCMNET Advisors | 1.5M | $35M | -4% | Jun 2026 |
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| Horst & Graben Wealth Management | 1.5M | $34M | 4% | Jun 2026 |
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| Resources Investment Advisors | 1.5M | $34M | -9% | Jun 2026 |
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| Phil A. Younker & Associates | 1.4M | $33M | -10% | Jun 2026 |
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| Bank of America Corporation | 1.4M | $32M | 12% | Jun 2026 |
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| KilterHowling | 1.3M | $31M | 0% | Jun 2026 |
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| TruNorth Capital Management | 1.3M | $31M | 3% | Jun 2026 |
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| Modern Wealth Management | 1.3M | $30M | 7% | Jun 2026 |
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| Mokosak Advisory Group | 1.3M | $30M | 5% | Jun 2026 |
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| Plum Street Advisors | 1.3M | $30M | 7% | Jun 2026 |
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| Daymark Wealth Partners | 1.3M | $30M | -21% | Jun 2026 |
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| Advisor Group Holdings | 1.2M | $29M | 7% | Jun 2026 |
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| TSA Wealth Managment | 1.1M | $25M | 11% | Sep 2026 |
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| LPL Financial | 1.1M | $26M | 2% | Jun 2026 |
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| Theory Financial | 988k | $23M | 4% | Jun 2026 |
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| Creative Planning | 976k | $23M | 5% | Jun 2026 |
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| Towercrest Capital Management | 957k | $22M | -6% | Jun 2026 |
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| Alliance Wealth Management | 957k | $22M | -6% | Jun 2026 |
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| Asset Allocation Strategies | 933k | $22M | 1% | Jun 2026 |
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| One Wealth Advisors | 917k | $21M | 8% | Jun 2026 |
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| Sanctuary Advisors | 915k | $21M | 5% | Jun 2026 |
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| Mercer Global Advisors | 880k | $20M | 16% | Jun 2026 |
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| Bond & Devick Financial Network | 879k | $20M | 4% | Jun 2026 |
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| Moneta Group Investment Advisors | 841k | $19M | 5% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 837k | $19M | -4% | Sep 2026 |
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| MLG Wealth Management DBA Pine Grove Financial Group | 823k | $19M | 5% | Jun 2026 |
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| Mount Yale Investment Advisors | 811k | $19M | -24% | Jun 2026 |
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| Vestmark Advisory Solutions | 806k | $19M | -24% | Jun 2026 |
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| Cypress Wealth Services | 774k | $17M | 17% | Sep 2026 |
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| Revolve Wealth Partners | 757k | $18M | 2% | Jun 2026 |
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| Revisor Wealth Management | 726k | $17M | -9% | Jun 2026 |
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| Arnold Financial Planning | 687k | $16M | 8% | Jun 2026 |
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| Mutual Advisors | 684k | $16M | -1% | Jun 2026 |
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| James J. Burns & Company | 673k | $15M | 1% | Sep 2026 |
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| UBS Group | 670k | $16M | 8% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 652k | $15M | -13% | Jun 2026 |
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| Cedar Mountain Advisors | 651k | $14M | 2% | Sep 2026 |
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| Columbus Macro | 647k | $14M | 3% | Sep 2026 |
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| Bestgate Wealth Advisors | 635k | $14M | 233% | Sep 2026 |
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| Ascent Group | 634k | $19M | -5% | Jun 2026 |
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| Raymond James Financial | 617k | $14M | -8% | Jun 2026 |
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| Farther Finance Advisors | 601k | $13M | 96% | Sep 2026 |
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| Tempus Wealth Planning | 583k | $13M | 18% | Sep 2026 |
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| Amicus Financial Advisors | 579k | $13M | -1% | Jun 2026 |
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| Christensen, King & Associates Investment Services | 578k | $13M | 6% | Sep 2026 |
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| CFG Wealth Management Services | 573k | $14M | 0% | Jun 2026 |
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| Myecfo | 570k | $13M | 1% | Sep 2026 |
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| Compass Financial Group | 568k | $13M | 33% | Sep 2026 |
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| United Capital Financial Advisers | 542k | $13M | -7% | Jun 2026 |
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| Pacific Park Financial | 541k | $12M | -18% | Sep 2026 |
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| CFS Investment Advisory Services | 539k | $12M | -10% | Jun 2026 |
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| Ballast Financial Advisors | 524k | $12M | 12% | Jun 2026 |
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| EP Wealth Advisors | 520k | $12M | -1% | Jun 2026 |
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| Mayflower Financial Advisors | 518k | $12M | 11% | Jun 2026 |
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| SigFig Wealth Management | 508k | $11M | 5% | Sep 2026 |
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| Signature Estate and Investment Advisors | 473k | $11M | 0% | Sep 2026 |
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| Security Financial Services | 468k | $11M | 17% | Jun 2026 |
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| Affinity Capital Advisors | 465k | $10M | 26% | Sep 2026 |
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| Beacon Pointe Advisors | 458k | $11M | 4% | Jun 2026 |
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| Reston Wealth Management | 455k | $11M | 8% | Jun 2026 |
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| Grove Street Fiduciary | 451k | $10M | -2% | Sep 2026 |
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| Iwamoto Kong & Co | 434k | $10M | 0% | Jun 2026 |
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| AE Wealth Management | 430k | $9.9M | 13% | Jun 2026 |
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| IFP Advisors | 430k | $9.9M | 21% | Jun 2026 |
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| Peak Financial Management | 424k | $9.8M | 8% | Jun 2026 |
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| Ashton Thomas Private Wealth | 401k | $9.3M | 5% | Jun 2026 |
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| Daviman Financial | 400k | $9.2M | 1% | Jun 2026 |
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| Integrated Wealth Concepts | 396k | $9.2M | 24% | Jun 2026 |
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| Kickstand Ventures | 396k | $9.2M | -3% | Jun 2026 |
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| Unify Financial Advisors | 385k | $8.9M | 3% | Jun 2026 |
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| Citadel Advisors | 384k | $8.9M | 258% | Jun 2026 |
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| Lathrop Investment Management Corp | 380k | $8.8M | 3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 378k | $8.8M | 21% | Jun 2026 |
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| Jane Street | 375k | $8.7M | 100% | Jun 2026 |
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| Client 1st Advisory Group | 365k | $8.4M | 4% | Jun 2026 |
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| MAI Wealth Advisors | 357k | $8.3M | 6% | Jun 2026 |
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| Creative Financial Designs | 348k | $8.1M | 5% | Jun 2026 |
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| Ffg Retirement Advisors | 347k | $8.0M | -12% | Jun 2026 |
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| January Capital Advisors | 342k | $7.9M | 734% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 341k | $7.9M | 1% | Jun 2026 |
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| Midwest Financial Group | 340k | $7.5M | 2% | Sep 2026 |
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| Rsm Us Wealth Management | 334k | $7.7M | 10% | Jun 2026 |
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| Strategic Blueprint | 320k | $7.1M | 114% | Sep 2026 |
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| Leavell Investment Management | 319k | $7.4M | 4% | Jun 2026 |
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| Forthright Family Wealth Advisory | 317k | $7.3M | 152% | Jun 2026 |
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| Park Avenue Securities | 316k | $7.3M | 22% | Jun 2026 |
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| Hengehold Capital Management | 315k | $7.3M | 2% | Jun 2026 |
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| Pacific Excel Wealth Advisors | 314k | $7.3M | 100% | Jun 2026 |
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| Heritage Family Offices | 314k | $7.3M | 53% | Jun 2026 |
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| AlphaCore Capital | 307k | $7.1M | 1% | Jun 2026 |
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| Main Street Financial Solutions | 304k | $7.0M | 23% | Jun 2026 |
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| Chatterton & Associates | 303k | $7.0M | 30% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 299k | $6.9M | -4% | Jun 2026 |
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| Fifth Third Securities | 294k | $6.8M | 6% | Jun 2026 |
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| Beacon Bridge Wealth Partners | 293k | $6.8M | 68% | Jun 2026 |
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| Independent Solutions Wealth Management | 287k | $6.6M | 3% | Jun 2026 |
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| Perigon Wealth Management | 283k | $6.3M | 27% | Sep 2026 |
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| CIBC Bancorp USA | 277k | $6.4M | 5% | Jun 2026 |
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| Fairway Financial | 277k | $6.4M | 3% | Jun 2026 |
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| Hoxton Planning & Management | 276k | $6.1M | -3% | Sep 2026 |
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| Sigma Planning | 264k | $6.1M | 100% | Jun 2026 |
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| Curtis Advisory Group | 263k | $6.1M | -9% | Jun 2026 |
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| Larson Financial Group | 260k | $6.0M | -15% | Jun 2026 |
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| Bogart Wealth | 259k | $6.0M | 0% | Jun 2026 |
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| SNS Financial | 256k | $5.9M | 34% | Jun 2026 |
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| Manske Wealth Management | 251k | $5.8M | 11% | Jun 2026 |
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| HC Advisors | 251k | $5.8M | 10% | Jun 2026 |
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| Brookstone Capital Management | 250k | $5.5M | 4% | Sep 2026 |
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| CIBC World Markets | 250k | $5.8M | 0% | Jun 2026 |
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| Marotta Asset Management | 248k | $5.5M | -7% | Sep 2026 |
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| MorganRosel Wealth Management | 247k | $5.7M | 2% | Jun 2026 |
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| Feltz Wealth PLAN | 247k | $5.5M | 22% | Sep 2026 |
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| Merit Financial Group | 236k | $5.5M | -12% | Jun 2026 |
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| Advisor OS | 233k | $5.4M | 1096% | Jun 2026 |
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| Focus Financial Network | 231k | $5.3M | 5% | Jun 2026 |
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| Stonekeep Investments | 228k | $5.0M | 2% | Sep 2026 |
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| Warren Averett Asset Management | 222k | $5.1M | -4% | Jun 2026 |
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| Wakefield Asset Management L | 221k | $5.1M | 3% | Jun 2026 |
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| Balboa Wealth Partners | 219k | $5.1M | 973% | Jun 2026 |
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| Clay Northam Wealth Management | 218k | $4.8M | -2% | Sep 2026 |
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| Nalls Sherbakoff Group | 215k | $5.0M | -2% | Jun 2026 |
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| OneAscent Wealth Management | 215k | $5.0M | 100% | Jun 2026 |
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| XY Planning Network | 213k | $4.9M | 3% | Jun 2026 |
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| Fischer Financial Services | 211k | $4.9M | 4% | Jun 2026 |
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| Tradition Wealth Management | 208k | $4.8M | 3% | Jun 2026 |
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| Freestone Capital Holdings | 207k | $4.8M | -3% | Jun 2026 |
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| Guardian Financial Partners | 190k | $4.4M | -12% | Jun 2026 |
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| Patriot Financial Group Insurance Agency | 165k | $3.8M | -42% | Jun 2026 |
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| Summit Financial Strategies | 136k | $3.0M | -51% | Sep 2026 |
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| BlueSky Wealth Advisors | 86k | $2.0M | -62% | Jun 2026 |
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| Emerald Investment Partners | 17k | $399k | -94% | Jun 2026 |
|
Who sold out of Schwab Strategic Tr us aggregate b?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Axxcess Wealth Management | Jun 2026 | 216k | $5.0M |