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 |
|---|---|---|---|---|---|
| Rockbridge Investment Management, LCC | 9.0M | $209M | 13% | Dec 2025 |
|
| Honkamp Krueger Financial Services | 7.7M | $179M | 4% | Mar 2026 |
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| Ameriprise Financial | 6.5M | $150M | 2% | Mar 2026 |
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| Charles Schwab Trust | 6.4M | $149M | 3% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 5.4M | $126M | -1% | Dec 2025 |
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| HighTower Advisors | 4.5M | $104M | 9% | Mar 2026 |
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| CWM | 4.0M | $94M | 2068% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 3.3M | $77M | 13% | Mar 2026 |
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| Envestnet Asset Management | 3.3M | $77M | 42% | Mar 2026 |
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| Goldman Sachs Group | 3.1M | $73M | -16% | Mar 2026 |
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| Huntington Asset Advisors | 3.1M | $71M | 100% | Mar 2026 |
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| Morgan Stanley | 2.3M | $53M | 129% | Mar 2026 |
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| Mariner Wealth Advisors | 2.2M | $50M | 1% | Mar 2026 |
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| Pioneer Wealth Management Group | 2.0M | $46M | 10% | Mar 2026 |
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| McAdam | 2.0M | $46M | 4% | Mar 2026 |
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| HPM Partners | 1.8M | $42M | 188% | Mar 2026 |
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| Cetera Investment Advisers | 1.8M | $41M | 7% | Mar 2026 |
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| Daymark Wealth Partners | 1.6M | $38M | 12% | Mar 2026 |
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| Resources Investment Advisors | 1.6M | $37M | -49% | Mar 2026 |
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| Phil A. Younker & Associates | 1.6M | $37M | 7% | Mar 2026 |
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| YCMNET Advisors | 1.6M | $36M | -20% | Mar 2026 |
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| Ronald Blue Trust | 1.5M | $35M | -2% | Mar 2026 |
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| Financial Life Advisors | 1.5M | $35M | 2% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.5M | $35M | 27% | Dec 2025 |
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| Horst & Graben Wealth Management | 1.4M | $33M | 2% | Mar 2026 |
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| KilterHowling | 1.3M | $31M | 7% | Mar 2026 |
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| ZynergyRetirementPlanning | 1.3M | $31M | 6% | Mar 2026 |
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| TruNorth Capital Management | 1.3M | $30M | 2% | Mar 2026 |
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| Bank of America Corporation | 1.2M | $29M | 100% | Mar 2026 |
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| Mokosak Advisory Group | 1.2M | $29M | 7% | Mar 2026 |
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| NorthRock Partners | 1.2M | $28M | 2% | Mar 2026 |
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| Modern Wealth Management | 1.2M | $28M | 2% | Dec 2025 |
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| Plum Street Advisors | 1.1M | $26M | 14% | Dec 2025 |
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| Austin Private Wealth | 1.1M | $26M | -5% | Dec 2025 |
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| LPL Financial | 1.1M | $25M | 30% | Mar 2026 |
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| Advisor Group Holdings | 1.1M | $25M | 2% | Dec 2025 |
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| Mount Yale Investment Advisors | 1.1M | $25M | 23% | Mar 2026 |
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| Vestmark Advisory Solutions | 1.1M | $25M | 23% | Mar 2026 |
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| Alliance Wealth Management | 1.0M | $24M | 0% | Mar 2026 |
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| Towercrest Capital Management | 1.0M | $24M | 0% | Mar 2026 |
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| Tenret | 985k | $23M | 8% | Mar 2026 |
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| TSA Wealth Managment | 958k | $22M | 2% | Mar 2026 |
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| Theory Financial | 946k | $22M | -17% | Mar 2026 |
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| Creative Planning | 929k | $22M | -3% | Mar 2026 |
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| Asset Allocation Strategies | 922k | $21M | 4% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 905k | $21M | -3% | Mar 2026 |
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| Vident Advisory | 886k | $21M | -31% | Dec 2025 |
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| Sanctuary Advisors | 871k | $20M | 4% | Mar 2026 |
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| One Wealth Advisors | 852k | $20M | 7% | Mar 2026 |
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| Savant Capital Management | 846k | $20M | 85% | Mar 2026 |
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| Bond & Devick Financial Network | 844k | $20M | 3% | Mar 2026 |
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| Moneta Group Investment Advisors | 798k | $19M | 2% | Mar 2026 |
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| Revisor Wealth Management | 797k | $19M | 8% | Mar 2026 |
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| Mercer Global Advisors | 761k | $18M | -19% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 751k | $17M | 100% | Mar 2026 |
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| Revolve Wealth Partners | 740k | $17M | -6% | Mar 2026 |
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| Raymond James Financial | 693k | $16M | -1% | Dec 2025 |
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| Mutual Advisors | 688k | $16M | 0% | Mar 2026 |
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| Pacific Park Financial | 666k | $16M | 4% | Mar 2026 |
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| James J. Burns & Company | 664k | $15M | -1% | Mar 2026 |
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| Cedar Mountain Advisors | 640k | $15M | 2% | Mar 2026 |
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| Arnold Financial Planning | 639k | $15M | 13% | Mar 2026 |
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| Ascent Group | 628k | $19M | 87% | Dec 2025 |
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| UBS Group | 617k | $14M | -8% | Mar 2026 |
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| Columbus Macro | 615k | $14M | 3% | Mar 2026 |
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| CFS Investment Advisory Services | 600k | $14M | -5% | Mar 2026 |
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| Cypress Wealth Services | 589k | $14M | 7% | Mar 2026 |
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| United Capital Financial Advisers | 585k | $14M | 4% | Mar 2026 |
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| Amicus Financial Advisors | 584k | $14M | 2% | Mar 2026 |
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| CFG Wealth Management Services | 573k | $14M | 2% | Mar 2026 |
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| Christensen, King & Associates Investment Services | 546k | $13M | 3% | Mar 2026 |
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| Myecfo | 527k | $12M | 3% | Mar 2026 |
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| EP Wealth Advisors | 526k | $12M | 0% | Mar 2026 |
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| Clearview Wealth Advisors | 506k | $12M | 2% | Dec 2025 |
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| SigFig Wealth Management | 468k | $11M | 0% | Mar 2026 |
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| Ballast Financial Advisors | 467k | $11M | 100% | Mar 2026 |
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| Mayflower Financial Advisors | 466k | $11M | 5% | Mar 2026 |
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| Grove Street Fiduciary | 464k | $11M | 0% | Mar 2026 |
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| Iwamoto Kong & Co | 461k | $11M | 0% | Dec 2025 |
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| Tempus Wealth Planning | 440k | $10M | 11% | Mar 2026 |
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| Reston Wealth Management | 422k | $9.8M | 26% | Mar 2026 |
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| Signature Estate and Investment Advisors | 415k | $9.6M | 3% | Mar 2026 |
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| Kickstand Ventures | 410k | $9.5M | -15% | Mar 2026 |
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| Security Financial Services | 402k | $9.3M | 3% | Mar 2026 |
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| Affinity Capital Advisors | 401k | $9.3M | 0% | Mar 2026 |
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| Daviman Financial | 398k | $9.2M | 2% | Mar 2026 |
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| Ffg Retirement Advisors | 396k | $9.2M | 8% | Mar 2026 |
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| Peak Financial Management | 393k | $9.1M | 11% | Mar 2026 |
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| Ashton Thomas Private Wealth | 381k | $8.8M | 3% | Mar 2026 |
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| AE Wealth Management | 380k | $8.8M | 4% | Mar 2026 |
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| Beacon Pointe Advisors | 374k | $8.7M | -5% | Dec 2025 |
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| Unify Financial Advisors | 373k | $8.7M | 4% | Mar 2026 |
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| Lathrop Investment Management Corp | 370k | $8.6M | 60% | Mar 2026 |
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| IFP Advisors | 356k | $8.3M | -22% | Mar 2026 |
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| Client 1st Advisory Group | 351k | $8.2M | 3% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 336k | $7.8M | 5% | Mar 2026 |
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| MAI Wealth Advisors | 336k | $7.8M | 7% | Mar 2026 |
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| Larson Financial Group | 332k | $7.8M | -5% | Dec 2025 |
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| Creative Financial Designs | 332k | $7.7M | 5% | Mar 2026 |
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| Summit Financial Strategies | 329k | $7.6M | -21% | Mar 2026 |
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| Integrated Wealth Concepts | 319k | $7.4M | 37% | Mar 2026 |
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| Cambridge Investment Research Advisors | 313k | $7.3M | -2% | Mar 2026 |
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| Midwest Financial Group | 311k | $7.2M | 3% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 310k | $7.2M | 11% | Mar 2026 |
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| Hengehold Capital Management | 309k | $7.2M | -14% | Mar 2026 |
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| Leavell Investment Management | 306k | $7.1M | -4% | Mar 2026 |
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| Rsm Us Wealth Management | 305k | $7.1M | 100% | Mar 2026 |
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| Emerald Investment Partners | 305k | $7.1M | 7% | Mar 2026 |
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| AlphaCore Capital | 304k | $7.1M | -23% | Mar 2026 |
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| Hoxton Planning & Management | 292k | $6.8M | 2% | Mar 2026 |
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| Northeast Financial Group | 290k | $6.7M | 15% | Mar 2026 |
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| Curtis Advisory Group | 290k | $6.7M | 3% | Mar 2026 |
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| Compass Financial Group | 288k | $6.7M | 19% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 286k | $6.6M | 105% | Mar 2026 |
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| Independent Solutions Wealth Management | 280k | $6.5M | 0% | Mar 2026 |
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| Fifth Third Securities | 277k | $6.4M | 9% | Mar 2026 |
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| Fairway Financial | 270k | $6.3M | 1% | Mar 2026 |
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| Marotta Asset Management | 270k | $6.2M | -2% | Mar 2026 |
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| Merit Financial Group | 269k | $6.2M | -5% | Mar 2026 |
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| CIBC Bancorp USA | 265k | $6.2M | 100% | Mar 2026 |
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| Park Avenue Securities | 260k | $6.0M | -8% | Mar 2026 |
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| Bogart Wealth | 259k | $6.0M | 3% | Mar 2026 |
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| CIBC World Markets | 250k | $5.8M | 100% | Mar 2026 |
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| MorganRosel Wealth Management | 242k | $5.6M | -43% | Mar 2026 |
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| Clay Northam Wealth Management | 236k | $5.5M | -3% | Mar 2026 |
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| Chatterton & Associates | 232k | $5.4M | 100% | Mar 2026 |
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| Warren Averett Asset Management | 232k | $5.4M | -11% | Dec 2025 |
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| HC Advisors | 228k | $5.3M | 16% | Mar 2026 |
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| BlueSky Wealth Advisors | 227k | $5.3M | -91% | Mar 2026 |
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| Manske Wealth Management | 226k | $5.2M | 5% | Mar 2026 |
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| Nalls Sherbakoff Group | 225k | $5.3M | -9% | Dec 2025 |
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| Stonekeep Investments | 224k | $5.2M | 100% | Mar 2026 |
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| Focus Financial Network | 221k | $5.1M | -45% | Mar 2026 |
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| Guardian Financial Partners | 217k | $5.0M | 5% | Mar 2026 |
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| Total Wealth Planning | 217k | $5.1M | -95% | Dec 2025 |
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| Main Street Financial Solutions | 215k | $5.0M | 7% | Dec 2025 |
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| Wakefield Asset Management L | 215k | $5.0M | 4% | Mar 2026 |
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| Farther Finance Advisors | 214k | $5.0M | 22% | Mar 2026 |
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| Freestone Capital Holdings | 213k | $4.9M | -3% | Mar 2026 |
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| Tradition Wealth Management | 211k | $4.9M | -2% | Dec 2025 |
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| Brookstone Capital Management | 206k | $4.8M | 4% | Mar 2026 |
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| XY Planning Network | 206k | $4.8M | 4% | Mar 2026 |
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| Heritage Family Offices | 206k | $4.8M | 259% | Mar 2026 |
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| Fischer Financial Services | 204k | $4.7M | 2% | Mar 2026 |
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| Buckingham Strategic Partners | 199k | $4.6M | 100% | Mar 2026 |
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| Feltz Wealth PLAN | 192k | $4.5M | 3% | Mar 2026 |
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| SNS Financial | 192k | $4.5M | -37% | Mar 2026 |
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| Bestgate Wealth Advisors | 191k | $4.4M | -1% | Mar 2026 |
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| BFSG | 190k | $4.4M | 0% | Mar 2026 |
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| Phillips Financial Management | 188k | $4.4M | -4% | Mar 2026 |
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| SageView Advisory Group | 171k | $4.0M | -10% | Dec 2025 |
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| Forthright Family Wealth Advisory | 126k | $5.8M | -61% | Mar 2026 |
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| Advisor OS | 20k | $453k | -91% | Mar 2026 |
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| Breakthru Advisory Services | 19k | $451k | -95% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr us aggregate b?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 12M | $285M |
| Wealth Enhancement Advisory Services | Dec 2025 | 4.0M | $93M |
| Vertex Planning Partners | Sep 2025 | 230k | $5.4M |
| Old Mission Capital | Sep 2025 | 217k | $5.1M |