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
Download as csv
Download as Excel
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 | 6.3M | $301M | 12% | Sep 2024 |
|
| Charles Schwab Trust | 5.9M | $134M | 103% | Dec 2024 |
|
| Total Wealth Planning | 3.6M | $81M | 114% | Dec 2024 |
|
| Rockbridge Investment Management, LCC | 2.8M | $135M | 10% | Sep 2024 |
|
| Financial Engines Advisors L.L.C | 2.5M | $120M | 100% | Sep 2024 |
|
| Envestnet Asset Management | 2.0M | $97M | -5% | Sep 2024 |
|
| BlueSky Wealth Advisors | 2.0M | $46M | 105% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 1.7M | $82M | -3% | Dec 2024 |
|
| Resources Investment Advisors | 1.7M | $79M | -2% | Sep 2024 |
|
| McAdam | 1.4M | $68M | -17% | Sep 2024 |
|
| Theory Financial | 1.2M | $29M | 112% | Sep 2024 |
|
| Kohmann Bosshard Financial Services | 1.2M | $55M | 4% | Sep 2024 |
|
| FLC Capital Advisors | 1.1M | $25M | 108% | Dec 2024 |
|
| YCMNET Advisors | 1.1M | $50M | -3% | Sep 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 1.0M | $24M | 108% | Dec 2024 |
|
| Hengehold Capital Management | 999k | $48M | 2% | Sep 2024 |
|
| Mariner Wealth Advisors | 961k | $46M | 26% | Sep 2024 |
|
| Sanctuary Advisors | 885k | $20M | 93% | Sep 2024 |
|
| Kirtland Hills Capital Management | 761k | $761k | 100% | Sep 2024 |
|
| Horst & Graben Wealth Management | 706k | $34M | 1% | Sep 2024 |
|
| TruNorth Capital Management | 674k | $32M | 8% | Sep 2024 |
|
| Mutual Advisors | 636k | $14M | -1% | Dec 2024 |
|
| TSA Wealth Managment | 609k | $29M | 18% | Sep 2024 |
|
| Financial Life Advisors | 575k | $27M | 8% | Sep 2024 |
|
| ZynergyRetirementPlanning | 562k | $27M | 3% | Sep 2024 |
|
| Towercrest Capital Management | 551k | $26M | 2% | Sep 2024 |
|
| Pioneer Wealth Management Group | 546k | $26M | 65% | Sep 2024 |
|
| Cypress Wealth Services | 543k | $12M | 109% | Dec 2024 |
|
| Austin Private Wealth | 534k | $25M | 5% | Sep 2024 |
|
| Bank of America Corporation | 521k | $25M | 3% | Sep 2024 |
|
| Moneta Group Investment Advisors | 505k | $12M | 100% | Sep 2024 |
|
| Christensen, King & Associates Investment Services | 498k | $11M | 99% | Dec 2024 |
|
| Mokosak Advisory Group | 489k | $23M | 2% | Sep 2024 |
|
| Myecfo | 477k | $11M | 104% | Dec 2024 |
|
| Ronald Blue Trust | 451k | $21M | 110% | Sep 2024 |
|
| Brady Martz Wealth Solutions | 425k | $9.6M | 100% | Dec 2024 |
|
| Forthright Family Wealth Advisory | 405k | $9.4M | 185% | Sep 2024 |
|
| KilterHowling | 398k | $19M | 5% | Sep 2024 |
|
| United Capital Financial Advisers | 380k | $18M | -2% | Sep 2024 |
|
| One Wealth Advisors | 374k | $18M | 100% | Sep 2024 |
|
| Merit Financial Group | 365k | $8.3M | 1058% | Dec 2024 |
|
| Revolve Wealth Partners | 343k | $16M | 9% | Sep 2024 |
|
| Security Financial Services | 334k | $16M | 105% | Sep 2024 |
|
| CFS Investment Advisory Services | 332k | $16M | 0% | Sep 2024 |
|
| Jones Financial Companies, L.L | 323k | $15M | 100% | Sep 2024 |
|
| Congress Wealth Management LLC / DE / | 321k | $15M | 100% | Sep 2024 |
|
| Client 1st Advisory Group | 302k | $6.9M | 147% | Dec 2024 |
|
| Cedar Mountain Advisors | 297k | $14M | 34781% | Sep 2024 |
|
| Marotta Asset Management | 287k | $6.5M | 98% | Dec 2024 |
|
| Ffg Retirement Advisors | 286k | $14M | 14% | Sep 2024 |
|
| Park Avenue Securities | 280k | $6.4M | 158% | Dec 2024 |
|
| Affinity Capital Advisors | 278k | $6.3M | 170% | Dec 2024 |
|
| James J. Burns & Company | 275k | $13M | -5% | Sep 2024 |
|
| Bond & Devick Financial Network | 274k | $13M | 0% | Dec 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 270k | $6.1M | 105% | Dec 2024 |
|
| Larson Financial Group | 260k | $12M | -4% | Sep 2024 |
|
| Columbus Macro | 258k | $10M | 17% | Sep 2024 |
|
| Kickstand Ventures | 251k | $12M | 5% | Sep 2024 |
|
| Ascent Group | 244k | $12M | 193% | Sep 2024 |
|
| Daymark Wealth Partners | 240k | $5.5M | 130% | Dec 2024 |
|
| Clearview Wealth Advisors | 235k | $11M | 14% | Sep 2024 |
|
| Advisor Group Holdings | 234k | $11M | 100% | Sep 2024 |
|
| TNF | 227k | $5.2M | 66% | Sep 2024 |
|
| Friedenthal Financial | 223k | $5.1M | 100% | Dec 2024 |
|
| Emerald Investment Partners | 216k | $10M | 7% | Sep 2024 |
|
| Beacon Pointe Advisors | 216k | $10M | 8% | Sep 2024 |
|
| LPL Financial | 215k | $10M | -4% | Sep 2024 |
|
| Guardian Financial Partners | 209k | $4.7M | 155% | Dec 2024 |
|
| Integrated Wealth Concepts | 205k | $9.8M | -4% | Sep 2024 |
|
| Members Advisory Group | 199k | $9.4M | -10% | Sep 2024 |
|
| Ethos Financial Group | 198k | $9.4M | 4% | Sep 2024 |
|
| Creative Planning | 198k | $9.4M | 3% | Sep 2024 |
|
| Leavell Investment Management | 197k | $9.4M | -3% | Sep 2024 |
|
| Northwest Investment Counselors | 189k | $9.0M | 9% | Sep 2024 |
|
| Krilogy Financial | 188k | $4.3M | 106% | Dec 2024 |
|
| Apeiron RIA | 182k | $4.1M | 135% | Dec 2024 |
|
| Mayflower Financial Advisors | 179k | $8.5M | 8% | Sep 2024 |
|
| HPM Partners | 179k | $8.5M | 156% | Sep 2024 |
|
| MorganRosel Wealth Management | 178k | $8.4M | 1% | Sep 2024 |
|
| Focus Financial Network | 178k | $8.4M | 3% | Sep 2024 |
|
| Breakwater Investment Management | 177k | $4.0M | 92% | Dec 2024 |
|
| Raymond James Financial Services Advisors | 174k | $8.3M | -1% | Sep 2024 |
|
| Signature Estate and Investment Advisors | 173k | $8.2M | 7% | Sep 2024 |
|
| Robertson Stephens Wealth Management | 171k | $8.1M | 100% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 167k | $7.9M | 10% | Sep 2024 |
|
| Callan Capital | 161k | $7.6M | 3% | Sep 2024 |
|
| Independent Solutions Wealth Management | 154k | $7.3M | 10% | Sep 2024 |
|
| Clay Northam Wealth Management | 152k | $7.2M | 2% | Sep 2024 |
|
| Wakefield Asset Management L | 150k | $7.1M | 11% | Sep 2024 |
|
| HB Wealth Management | 149k | $3.4M | 1977% | Dec 2024 |
|
| My Legacy Advisors | 147k | $3.3M | 108% | Dec 2024 |
|
| AE Wealth Management | 147k | $7.0M | -8% | Sep 2024 |
|
| Smart Money Group | 145k | $3.3M | -21% | Dec 2024 |
|
| Chesapeake Wealth Management | 145k | $3.3M | 96% | Dec 2024 |
|
| Spectrum Planning & Advisory Services | 140k | $6.7M | 0% | Sep 2024 |
|
| Atria Wealth Solutions | 139k | $6.6M | -2% | Sep 2024 |
|
| TPG Advisors | 138k | $6.5M | 3% | Sep 2024 |
|
| Reston Wealth Management | 135k | $6.4M | 4% | Sep 2024 |
|
| Tempus Wealth Planning | 134k | $6.4M | 5% | Sep 2024 |
|
| Fifth Third Securities | 132k | $6.3M | -6% | Sep 2024 |
|
| SNS Financial | 131k | $6.2M | 0% | Sep 2024 |
|
| Asset Allocation Strategies | 129k | $6.1M | 261% | Sep 2024 |
|
| Peak Financial Management | 125k | $6.0M | 6% | Sep 2024 |
|
| Jane Street | 124k | $5.9M | -39% | Sep 2024 |
|
| Bogart Wealth | 121k | $5.8M | 1% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 120k | $5.7M | -2% | Sep 2024 |
|
| Fullcircle Wealth | 118k | $2.7M | 131% | Sep 2024 |
|
| Beacon Bridge Wealth Partners | 118k | $5.6M | 3% | Sep 2024 |
|
| Creative Financial Designs | 116k | $5.5M | 9% | Sep 2024 |
|
| Stonekeep Investments | 115k | $2.6M | 84% | Dec 2024 |
|
| Phillips Financial Management | 114k | $5.4M | 0% | Sep 2024 |
|
| Vertex Planning Partners | 110k | $5.2M | 306% | Sep 2024 |
|
| Commonwealth Equity Services | 109k | $5.2M | 16% | Sep 2024 |
|
| RMB Capital Management | 108k | $5.2M | 4% | Sep 2024 |
|
| Sightline Wealth Advisors | 108k | $2.5M | 85% | Dec 2024 |
|
| Mml Investors Services | 107k | $5.1M | 8% | Sep 2024 |
|
| Northeast Financial Group | 104k | $5.0M | -6% | Sep 2024 |
|
| Diversify Wealth Management | 104k | $2.3M | -5% | Dec 2024 |
|
| Curtis Advisory Group | 104k | $4.9M | 7% | Sep 2024 |
|
| CWM | 103k | $4.9M | 171% | Sep 2024 |
|
| Marshall Financial Group | 102k | $4.8M | 15% | Sep 2024 |
|
| Advisor OS | 102k | $4.8M | 0% | Sep 2024 |
|
| Kades & Cheifetz | 101k | $2.3M | 116% | Dec 2024 |
|
| Captrust Financial Advisors | 100k | $4.7M | 155% | Sep 2024 |
|
| Maia Wealth | 99k | $2.3M | 87% | Sep 2024 |
|
| Northwest Capital Management | 99k | $4.7M | 181% | Sep 2024 |
|
| Omega Financial Group | 98k | $2.2M | 72% | Dec 2024 |
|
| RDA Financial Network | 97k | $2.2M | 239% | Dec 2024 |
|
| Bangor Savings Bank | 97k | $2.2M | 134% | Dec 2024 |
|
| Summit Financial Strategies | 97k | $4.6M | -3% | Sep 2024 |
|
| Tradition Wealth Management | 95k | $4.5M | 2% | Sep 2024 |
|
| CVA Family Office | 94k | $2.1M | 128% | Dec 2024 |
|
| Carnick & Kubik | 92k | $2.1M | 111% | Dec 2024 |
|
| VanderPol Investments | 91k | $4.3M | 64% | Sep 2024 |
|
| Brookstone Capital Management | 90k | $2.0M | 112% | Dec 2024 |
|
| BFSG | 90k | $4.3M | 4% | Sep 2024 |
|
| Cooper Financial Group | 89k | $2.0M | 415% | Dec 2024 |
|
| Csenge Advisory Group | 88k | $2.1M | 216% | Sep 2024 |
|
| HC Advisors | 88k | $4.2M | 13% | Sep 2024 |
|
| Syon Capital | 86k | $4.1M | 100% | Sep 2024 |
|
| Feltz Wealth PLAN | 86k | $4.1M | -4% | Sep 2024 |
|
| Patriot Investment Management | 86k | $4.1M | -3% | Sep 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 85k | $4.0M | -3% | Sep 2024 |
|
| Oldfather Financial Services | 84k | $1.9M | 137% | Dec 2024 |
|
| Act Wealth Management | 83k | $1.9M | 107% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 80k | $3.8M | 3% | Sep 2024 |
|
| Harbour Investments | 77k | $3.6M | -11% | Sep 2024 |
|
| Apollon Wealth Management | 75k | $3.6M | 998% | Sep 2024 |
|
| Range Financial Group | 74k | $1.7M | 100% | Dec 2024 |
|
| SeaCrest Wealth Management | 74k | $1.7M | 89% | Dec 2024 |
|
| Kestra Advisory Services | 74k | $3.5M | -30% | Sep 2024 |
|
| LVW Advisors | 73k | $1.7M | 128% | Dec 2024 |
|
| NYL Investors | 71k | $3.4M | -1% | Sep 2024 |
|
| Greenup Street Wealth Management | 68k | $3.3M | 19% | Sep 2024 |
|
| JMG Financial Group | 65k | $3.1M | -64% | Sep 2024 |
|
| ETF Store | 65k | $3.1M | -7% | Sep 2024 |
|
| Retirement Planning Group | 57k | $2.7M | -30% | Sep 2024 |
|
| Vantage Financial Partners | 54k | $2.6M | -75% | Sep 2024 |
|
| Stratos Wealth Advisors | 28k | $1.3M | -62% | Sep 2024 |
|
| Financial Advisory Service | 8.1k | $385k | -97% | Sep 2024 |
|
| AdvisorNet Financial | 4.8k | $108k | -93% | Dec 2024 |
|
Who sold out of Schwab Strategic Tr us aggregate b?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 34M | $1.5B |
| Advisors Preferred | Jun 2024 | 289k | $13M |
| Waterford Advisors | Jun 2024 | 235k | $11M |
| Guggenheim Capital, LLC Managers | Jun 2024 | 113k | $5.2M |
| Strategic Financial Concepts | Jun 2024 | 91k | $2.0M |