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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 32M | $1.5B | 20% | Mar 2024 |
|
| Jpmorgan Chase & Co | 4.5M | $206M | 15% | Mar 2024 |
|
| Honkamp Krueger Financial Services | 3.6M | $165M | 20% | Mar 2024 |
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| Capital Management Associates | 3.4M | $69k | 1466423% | Mar 2024 |
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| Ameriprise Financial | 2.6M | $118M | 100% | Mar 2024 |
|
| Financial Engines Advisors L.L.C | 2.5M | $114M | 100% | Mar 2024 |
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| Rockbridge Investment Management, LCC | 2.4M | $112M | 9% | Mar 2024 |
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| Envestnet Asset Management | 2.2M | $102M | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.8M | $81M | -5% | Jun 2024 |
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| Goldman Sachs Group | 1.7M | $80M | -31% | Mar 2024 |
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| McAdam | 1.7M | $78M | 5% | Jun 2024 |
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| Resources Investment Advisors | 1.7M | $77M | 100% | Mar 2024 |
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| Charles Schwab Trust | 1.5M | $71M | 10% | Jun 2024 |
|
| HighTower Advisors | 1.4M | $65M | 3% | Mar 2024 |
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| Total Wealth Planning | 1.1M | $53M | 17% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 1.1M | $51M | 36% | Jun 2024 |
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| YCMNET Advisors | 1.1M | $49M | -9% | Jun 2024 |
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| Hengehold Capital Management | 981k | $45M | 1% | Jun 2024 |
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| BlueSky Wealth Advisors | 941k | $43M | 100% | Jun 2024 |
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| Horst & Graben Wealth Management | 701k | $32M | 0% | Jun 2024 |
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| Mariner Wealth Advisors | 658k | $30M | 65% | Mar 2024 |
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| KilterHowling | 651k | $30M | 3% | Mar 2024 |
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| TruNorth Capital Management | 623k | $28M | 7% | Jun 2024 |
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| Theory Financial | 590k | $27M | 2% | Jun 2024 |
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| Mercer Global Advisors | 554k | $26M | -4% | Mar 2024 |
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| ZynergyRetirementPlanning | 544k | $25M | 100% | Jun 2024 |
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| Alliance Wealth Management | 541k | $25M | 4% | Jun 2024 |
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| Towercrest Capital Management | 533k | $25M | 2% | Mar 2024 |
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| Morgan Stanley | 516k | $24M | 100% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 509k | $23M | 1% | Jun 2024 |
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| Austin Private Wealth | 507k | $23M | 5% | Jun 2024 |
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| FLC Capital Advisors | 503k | $23M | 100% | Jun 2024 |
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| Financial Life Advisors | 503k | $23M | 5% | Mar 2024 |
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| Bank of America Corporation | 491k | $23M | -25% | Mar 2024 |
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| Mokosak Advisory Group | 477k | $22M | 2% | Jun 2024 |
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| TSA Wealth Managment | 443k | $20M | 10% | Mar 2024 |
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| United Capital Financial Advisers | 391k | $18M | -5% | Mar 2024 |
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| Tenret | 343k | $16M | 9% | Mar 2024 |
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| Cetera Investment Advisers | 340k | $16M | 100% | Mar 2024 |
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| One Wealth Advisors | 335k | $15M | 100% | Mar 2024 |
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| Pioneer Wealth Management Group | 332k | $15M | 15% | Jun 2024 |
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| Financial Advisory Service | 320k | $15M | 0% | Mar 2024 |
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| Revolve Wealth Partners | 314k | $14M | 11% | Jun 2024 |
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| Congress Wealth Management LLC / DE / | 309k | $14M | 3% | Mar 2024 |
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| Larson Financial Group | 306k | $14M | -4% | Mar 2024 |
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| James J. Burns & Company | 289k | $13M | 44% | Jun 2024 |
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| AlphaStar Capital Management | 276k | $13M | -71% | Mar 2024 |
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| Mutual Advisors | 273k | $13M | 23% | Mar 2024 |
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| Members Advisory Group | 257k | $12M | -6% | Mar 2024 |
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| Bond & Devick Financial Network | 257k | $12M | 7% | Jun 2024 |
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| Ffg Retirement Advisors | 244k | $11M | 100% | Mar 2024 |
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| Kickstand Ventures | 240k | $11M | 18% | Jun 2024 |
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| Waterford Advisors | 236k | $11M | 100% | Mar 2024 |
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| Cypress Wealth Services | 230k | $11M | 13% | Jun 2024 |
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| Myecfo | 228k | $10M | 2% | Jun 2024 |
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| H D Vest Advisory Services | 228k | $11M | 17% | Mar 2024 |
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| Iwamoto Kong & Co | 228k | $11M | 2886% | Mar 2024 |
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| Jones Financial Companies, L.L | 226k | $10M | 11% | Mar 2024 |
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| Columbus Macro | 220k | $10M | -4% | Jun 2024 |
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| JMG Financial Group | 217k | $10M | -1% | Mar 2024 |
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| Ronald Blue Trust | 215k | $9.9M | 0% | Jun 2024 |
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| Pinnacle Wealth Management | 213k | $9.8M | -5% | Mar 2024 |
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| LPL Financial | 211k | $9.7M | 100% | Mar 2024 |
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| Vantage Financial Partners | 208k | $9.5M | 1% | Mar 2024 |
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| Leavell Investment Management | 202k | $9.2M | -6% | Jun 2024 |
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| Integrated Wealth Concepts | 202k | $9.3M | 100% | Mar 2024 |
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| Creative Planning | 198k | $9.1M | -8% | Mar 2024 |
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| Emerald Investment Partners | 196k | $9.0M | 64% | Mar 2024 |
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| Advisor Group Holdings | 195k | $9.0M | -38% | Mar 2024 |
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| Beacon Bridge Wealth Partners | 191k | $8.8M | 2% | Mar 2024 |
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| Warren Averett Asset Management | 190k | $8.8M | 150% | Mar 2024 |
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| Freestone Capital Holdings | 190k | $8.7M | -8% | Mar 2024 |
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| Old Mission Capital | 186k | $8.6M | 100% | Mar 2024 |
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| Waycross Investment Management | 182k | $8.4M | 15% | Mar 2024 |
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| Ethos Financial Group | 180k | $8.3M | 8% | Mar 2024 |
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| MorganRosel Wealth Management | 176k | $8.0M | -5% | Jun 2024 |
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| Raymond James Financial Services Advisors | 175k | $8.0M | 18% | Jun 2024 |
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| Northwest Investment Counselors | 173k | $7.9M | 3% | Jun 2024 |
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| Focus Financial Network | 172k | $8.0M | 2% | Jun 2024 |
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| UBS Group | 170k | $7.8M | 38% | Mar 2024 |
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| SigFig Wealth Management | 163k | $5.7M | 8% | Mar 2024 |
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| Security Financial Services | 163k | $7.4M | 6% | Jun 2024 |
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| Callan Capital | 160k | $7.3M | -1% | Mar 2024 |
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| Beacon Pointe Advisors | 157k | $7.2M | 3% | Mar 2024 |
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| AE Wealth Management | 157k | $7.2M | 15% | Mar 2024 |
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| Kaizen Financial Strategies | 156k | $7.2M | 10% | Mar 2024 |
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| Cambridge Investment Research Advisors | 149k | $6.9M | -5% | Mar 2024 |
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| Clay Northam Wealth Management | 149k | $6.8M | 1% | Jun 2024 |
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| Robertson Stephens Wealth Management | 148k | $6.8M | 14% | Mar 2024 |
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| Schneider Downs Wealth Management Advisors | 144k | $6.6M | -17% | Mar 2024 |
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| Merit Financial Group | 143k | $6.5M | 40% | Mar 2024 |
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| Marotta Asset Management | 142k | $6.4M | 2% | Jun 2024 |
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| Atria Wealth Solutions | 142k | $6.5M | 1% | Jun 2024 |
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| Spectrum Planning & Advisory Services | 140k | $6.4M | 319% | Jun 2024 |
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| Fifth Third Securities | 140k | $6.4M | 1% | Jun 2024 |
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| Daymark Wealth Partners | 139k | $6.4M | 29% | Mar 2024 |
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| TNF | 136k | $6.3M | 4% | Jun 2024 |
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| Bogart Wealth | 134k | $6.2M | -1% | Mar 2024 |
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| Affinity Capital Advisors | 132k | $6.1M | 46% | Mar 2024 |
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| Client 1st Advisory Group | 131k | $6.0M | 100% | Mar 2024 |
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| SNS Financial | 131k | $6.0M | 9% | Jun 2024 |
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| Wakefield Asset Management L | 129k | $5.9M | 4% | Mar 2024 |
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| Reston Wealth Management | 128k | $5.9M | 8% | Mar 2024 |
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| Tempus Wealth Planning | 127k | $5.8M | 9% | Jun 2024 |
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| Mayflower Financial Advisors | 126k | $5.8M | 4% | Mar 2024 |
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| Forthright Family Wealth Advisory | 126k | $5.8M | 23% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 122k | $5.6M | 100% | Mar 2024 |
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| My Legacy Advisors | 121k | $5.5M | 14% | Jun 2024 |
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| Peak Financial Management | 118k | $5.4M | 11% | Jun 2024 |
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| Friedenthal Financial | 116k | $5.3M | 1% | Jun 2024 |
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| Guggenheim Capital, LLC Managers | 113k | $5.2M | 0% | Mar 2024 |
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| RMB Capital Management | 113k | $5.2M | 100% | Mar 2024 |
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| Northeast Financial Group | 111k | $5.1M | -1% | Jun 2024 |
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| Phillips Financial Management | 109k | $5.0M | 17% | Mar 2024 |
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| ETF Store | 108k | $5.0M | 18% | Mar 2024 |
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| Park Avenue Securities | 107k | $4.9M | 115% | Jun 2024 |
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| Clearview Wealth Advisors | 105k | $4.8M | 165% | Mar 2024 |
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| Advisor OS | 103k | $4.7M | 0% | Mar 2024 |
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| Summit Financial Strategies | 101k | $4.6M | -4% | Jun 2024 |
|
| Commonwealth Equity Services | 99k | $4.6M | 0% | Mar 2024 |
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| ORG Partners | 99k | $4.5M | 100% | Jun 2024 |
|
| Mml Investors Services | 98k | $4.5M | 2% | Mar 2024 |
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| Creative Financial Designs | 97k | $4.4M | 11% | Mar 2024 |
|
| Tradition Wealth Management | 94k | $4.3M | 1466% | Mar 2024 |
|
| Krilogy Financial | 93k | $4.3M | -8% | Jun 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 91k | $4.2M | 7% | Mar 2024 |
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| Patriot Investment Management | 89k | $4.0M | -6% | Jun 2024 |
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| Marshall Financial Group | 87k | $4.0M | 4% | Mar 2024 |
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| Harbour Investments | 86k | $4.0M | -10% | Mar 2024 |
|
| Curtis Advisory Group | 86k | $4.0M | 22% | Mar 2024 |
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| Feltz Wealth PLAN | 84k | $3.9M | 4% | Mar 2024 |
|
| Sightline Wealth Advisors | 83k | $3.8M | 104% | Mar 2024 |
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| Guardian Financial Partners | 82k | $3.8M | -1% | Jun 2024 |
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| Prudential Financial | 81k | $3.7M | 165% | Mar 2024 |
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| Retirement Planning Group | 81k | $3.7M | -25% | Jun 2024 |
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| BFSG | 80k | $3.7M | 3% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 80k | $3.7M | 2% | Mar 2024 |
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| HC Advisors | 80k | $3.7M | 6% | Mar 2024 |
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| ProVise Management Group | 79k | $3.6M | -28% | Mar 2024 |
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| Envestnet Portfolio Solutions | 78k | $3.5M | 19% | Jun 2024 |
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| Apeiron RIA | 78k | $3.5M | -1% | Jun 2024 |
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| Breakwater Investment Management | 77k | $3.5M | 100% | Mar 2024 |
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| Syon Capital | 76k | $3.5M | 0% | Mar 2024 |
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| Chesapeake Wealth Management | 75k | $3.4M | 0% | Mar 2024 |
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| JJJ Advisors | 74k | $3.4M | -1% | Jun 2024 |
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| Atria Investments | 73k | $3.3M | 7% | Mar 2024 |
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| Stratos Wealth Advisors | 73k | $3.3M | -3% | Jun 2024 |
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| Sontag Advisory | 72k | $3.3M | -19% | Mar 2024 |
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| HPM Partners | 72k | $3.3M | -98% | Mar 2024 |
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| NYL Investors | 72k | $3.3M | 9% | Mar 2024 |
|
| Mission Creek Capital Partners | 58k | $2.7M | -28% | Mar 2024 |
|
| All Season Financial Advisors | 32k | $1.4M | -64% | Jun 2024 |
|
| Sequoia Financial Advisors | 18k | $831k | -97% | Jun 2024 |
|
| Raymond James & Associates | 7.1k | $326k | -96% | Jun 2024 |
|
Who sold out of Schwab Strategic Tr us aggregate b?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Toronto-Dominion Bank | Dec 2023 | 779k | $36M |
| Fort Pitt Capital | Dec 2023 | 293k | $14M |
| West Wealth Group | Dec 2023 | 168k | $7.8M |
| SageView Advisory Group | Dec 2023 | 165k | $7.6M |
| Bnp Paribas Arbitrage, Snc | Dec 2023 | 161k | $7.5M |
| Cedar Brook Financial Partners | Mar 2024 | 143k | $6.6M |
| Curi Wealth Management | Dec 2023 | 127k | $5.9M |