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 19M $983M -5% Mar 2022
Wealth Enhancement Advisory Services 5.6M $292M 6% Dec 2021
Resources Investment Advisors 3.8M $193M 3% Mar 2022
Milliman Financial Risk Management 3.4M $172M 1% Mar 2022
Envestnet Asset Management 2.9M $144M 1% Mar 2022
Financial Engines Advisors L.L.C 2.0M $103M -1% Mar 2022
HighTower Advisors 2.0M $108M 74% Dec 2021
Honkamp Krueger Financial Services 1.9M $97M -48% Mar 2022
Hengehold Capital Management 1.5M $76M 1% Mar 2022
McAdam 1.5M $73M 1% Mar 2022
Mercer Global Advisors 1.4M $69M 3% Mar 2022

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Sensible Financial Planning & Management 1.3M $71M 10% Dec 2021
Mariner Wealth Advisors 1.3M $64M 0% Mar 2022
JBJ Investment Partners 1.1M $60M 7% Dec 2021
55i 1.1M $55M 2732% Mar 2022
Krilogy Financial 927k $47M 2% Mar 2022
YCMNET Advisors 910k $49M 201% Dec 2021
Sequoia Financial Advisors 870k $44M -2% Mar 2022
BlueSky Wealth Advisors 820k $42M -13% Mar 2022
Iwamoto Kong & Co 643k $33M -4% Mar 2022
Alliance Wealth Management 636k $32M 3% Mar 2022
Towercrest Capital Management 636k $32M 3% Mar 2022
Legacy Wealth Management 580k $29M 12877% Mar 2022
Healthcare Of Ontario Pension Plan Trust Fund 550k $30M 22% Dec 2021
Ancora Advisors 532k $32M 12% Mar 2022
Advisor Group Holdings 504k $26M -6% Mar 2022
CliftonLarsonAllen Wealth Advisors 494k $25M -3% Mar 2022
Total Wealth Planning 480k $25M -28% Dec 2021
Kohmann Bosshard Financial Services 478k $24M -1% Mar 2022
Horst & Graben Wealth Management 440k $22M 100% Mar 2022
Bank of America Corporation 425k $23M 100% Dec 2021
Mokosak Advisory Group 423k $21M 7% Mar 2022
Alberta Investment Management Corporation 400k $22M 0% Dec 2021
Connectus Wealth 399k $20M 100% Mar 2022
Creative Planning 365k $20M -5% Dec 2021
Jane Street 342k $17M 100% Mar 2022
Leavell Investment Management 310k $16M -2% Mar 2022
MorganRosel Wealth Management 300k $15M 9% Mar 2022
Brio Consultants 297k $15M 100% Mar 2022
Patriot Investment Management 295k $15M 9% Mar 2022
New York Life Investment Management 288k $15M -2% Mar 2022
BFSG 273k $15M 0% Dec 2021
Retirement Planning Group 269k $15M 6% Dec 2021
Financial Architects 268k $14M -4% Mar 2022
Adamsbrown Wealth Consultants 259k $14M 100% Dec 2021
Financial Advisory Service 238k $12M -2% Mar 2022
Bangor Savings Bank 231k $12M -8% Mar 2022
Beacon Pointe Advisors 231k $12M 78% Mar 2022
West Wealth Group 228k $12M 100% Mar 2022
TAP Consulting 226k $11M -26% Mar 2022
Holistic Financial Partners 226k $11M 8% Mar 2022
TCWP 223k $11M 100% Mar 2022
Mutual Advisors 215k $11M 44% Mar 2022
Friedenthal Financial 213k $11M 7% Mar 2022
Traverso Chambers Private Wealth Management 209k $11M 100% Mar 2022
JMG Financial Group 196k $9.9M 501% Mar 2022
Cambridge Investment Research Advisors 193k $10M 2% Dec 2021
Mission Creek Capital Partners 191k $9.7M -2% Mar 2022
ProVise Management Group 181k $9.2M -11% Mar 2022
Moneta Group Investment Advisors 181k $9.1M -3% Mar 2022
Austin Private Wealth 171k $8.6M 100% Mar 2022
Marotta Asset Management 170k $8.6M -5% Mar 2022
Clearview Wealth Advisors 170k $8.6M 100% Mar 2022
Cooper/haims Advisors 162k $8.2M -18% Mar 2022
Procyon Private Wealth Partners 161k $8.7M 9% Dec 2021
Captrust Financial Advisors 161k $8.1M -21% Mar 2022
Sentinel Pension Advisors 153k $7.7M -1% Mar 2022
FLC Capital Advisors 147k $7.4M 100% Mar 2022
Reston Wealth Management 146k $7.4M 1% Mar 2022
LVW Advisors 141k $7.1M -3% Mar 2022
SigFig Wealth Management 141k $6.5M 26% Mar 2022
Econ Financial Services Corp 140k $7.1M 414% Mar 2022
Northwest Investment Counselors 140k $7.5M 8% Dec 2021
Northwestern Mutual Wealth Management Company 136k $6.9M -22% Mar 2022
Modus Advisors 135k $7.3M -4% Dec 2021
Guggenheim Capital, LLC Managers 132k $7.1M 0% Dec 2021
Bigelow Investment Advisors 131k $6.6M -26% Mar 2022
Wakefield Asset Management L 130k $6.5M 14% Mar 2022
TNF 129k $6.3M 100% Mar 2022
Stratos Wealth Advisors 123k $6.2M 107% Mar 2022
Curbstone Financial Management 119k $6.4M 2% Dec 2021
Roundview Capital 119k $6.0M -7% Mar 2022
Sontag Advisory 118k $6.0M -26% Mar 2022
Summit Financial Strategies 118k $6.0M -3% Mar 2022
Tenret 115k $5.8M -56% Mar 2022
Security Financial Services 114k $5.8M 100% Mar 2022
Bond & Devick Financial Network 113k $5.7M 4% Mar 2022
Souders Financial Advisors 112k $5.7M 4% Mar 2022
Bartlett & Co. 112k $5.7M -5% Mar 2022
Revolve Wealth Partners 109k $5.9M 100% Dec 2021
ETF Store 108k $5.2M -2% Mar 2022
Clay Northam Wealth Management 106k $5.4M 0% Mar 2022
Portfolio Solutions 106k $5.7M 5% Dec 2021
VERITY Wealth Advisors 105k $5.3M -17% Mar 2022
Aries Wealth Management 104k $5.3M 100% Mar 2022
Omega Financial Group 104k $5.3M -1% Mar 2022
AdvisorNet Financial 101k $5.1M 4% Mar 2022
Morgan Stanley 100k $3.6M 100% Mar 2022
D.B. Root & Company 100k $5.0M -32% Mar 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 95k $4.8M 1% Mar 2022
Chesapeake Wealth Management 93k $4.7M -3% Mar 2022
Gemmer Asset Management 91k $4.6M -5% Mar 2022
Cobblestone Capital Advisors 91k $4.6M -2% Mar 2022
Aj Wealth Strategies 91k $4.6M -6% Mar 2022
Pensionmark Financial Group 91k $4.6M 5% Mar 2022
Client 1st Advisory Group 84k $4.2M 100% Mar 2022
Phillips Financial Management 80k $4.1M 41% Mar 2022
Advisory Services & Investments 80k $4.0M -83% Mar 2022
Cedar Brook Financial Partners 78k $4.0M 42% Mar 2022
Warren Averett Asset Management 78k $3.9M -3% Mar 2022
Kuntz Lesher Capital 77k $3.9M 0% Mar 2022
Peak Financial Management 74k $3.8M -3% Mar 2022
Millennium Management 73k $3.7M 100% Mar 2022
Blue Barn Wealth 70k $3.8M -2% Dec 2021
JJJ Advisors 69k $3.5M 0% Mar 2022
Reilly Financial Advisors 69k $3.7M 3% Dec 2021
BCJ Capital Management 68k $3.5M 100% Mar 2022
Monticello Wealth Management 68k $3.5M -16% Mar 2022
IFP Advisors 68k $3.7M 13% Dec 2021
Raymond James Financial Services Advisors 67k $3.4M 19% Mar 2022
Nelson, Van Denburg & Campbell Wealth Management 66k $3.4M 62% Mar 2022
Newman Dignan & Sheerar 66k $3.4M -51% Mar 2022
NYL Investors 65k $3.5M 4% Dec 2021
Courage Miller Partners 64k $3.2M -2% Mar 2022
Burt Wealth Advisors 61k $3.3M 255% Dec 2021
True North Advisors 60k $3.2M 100% Dec 2021
SeaCrest Wealth Management 60k $3.2M -1% Dec 2021
FIDELIS iM 58k $2.9M 100% Mar 2022
Laraway Financial 57k $2.0M 247% Mar 2022
Commonwealth Equity Services 57k $2.9M 59% Mar 2022
Zhang Financial 56k $2.8M 144% Mar 2022
Evensky & Katz 55k $2.8M -52% Mar 2022
Valicenti Advisory Services 54k $2.7M -18% Mar 2022
Genesee Capital Advisors 54k $2.9M -5% Dec 2021
Blueprint Investment Partners 53k $2.9M 100% Dec 2021
Clearshares 53k $2.9M 0% Dec 2021
Creative Financial Designs 53k $2.7M 100% Mar 2022
Barden Capital Management 53k $2.7M 20% Mar 2022
NBT Bank 52k $2.6M 0% Mar 2022
C.M. Bidwell & Associates 49k $2.5M -3% Mar 2022
Cypress Wealth Services 49k $2.5M -12% Mar 2022
Centaurus Financial 48k $2.4M 100% Mar 2022
BerganKDV Wealth Management 48k $2.4M -2% Mar 2022
Facet Wealth 48k $2.6M -2% Dec 2021
WNY Asset Management 47k $2.5M -5% Dec 2021
Savant Capital Management 47k $2.4M 0% Mar 2022
Guardian Financial Partners 46k $2.3M 4% Mar 2022
Curtis Advisory Group 45k $2.3M -7% Mar 2022
Retirement Group 44k $2.2M 8% Mar 2022
HPM Partners 44k $2.2M -84% Mar 2022
Baird Financial 43k $2.2M 1% Mar 2022
Appleton Group Wealth Management 42k $2.1M 2% Mar 2022
HC Advisors 42k $2.1M 5% Mar 2022
Streettalk Advisors 42k $2.1M 100% Mar 2022
Laidlaw Wealth Management 41k $2.1M 100% Mar 2022
Exchange Capital Management 39k $2.0M -2% Mar 2022
APCM Wealth Management for Individuals 39k $2.0M 2% Mar 2022
Efficient Wealth Management 39k $2.0M -11% Mar 2022
Bogart Wealth 38k $1.9M 32% Mar 2022
Gradient Capital Advisors 38k $1.9M 0% Mar 2022
Twele Capital Management 38k $1.9M -1% Mar 2022
Kaizen Financial Strategies 38k $1.9M -16% Mar 2022
Orcam Financial Group 37k $1.9M -22% Mar 2022
Valley Forge Investment Consultants Inc Adv 37k $1.9M -28% Mar 2022
RHS Financial 34k $1.7M -24% Mar 2022
Lowery Thomas 33k $1.7M -32% Mar 2022
Crabel Capital Management 29k $1.5M -49% Mar 2022
Harbour Investments 24k $1.3M -49% Dec 2021
Powers Advisory Group 16k $801k -91% Mar 2022
Dagco 14k $672k -85% Mar 2022
CVA Family Office 845.00 $43k -98% Mar 2022

Who sold out of Schwab Strategic Tr us aggregate b?

Fund or Company Name Date Sold Shares Held Valued At
Huntington Asset Advisors Sep 2021 2.3M $124M
Bnp Paribas Arbitrage, Snc Dec 2021 334k $18M
Wrapmanager Dec 2021 80k $4.3M
Global Retirement Partners Sep 2021 77k $4.2M
Sage Financial Dec 2021 64k $3.4M
Sargent Bickham Lagudis Dec 2021 64k $3.4M
Fifth Third Securities Dec 2021 60k $3.2M