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 | 27M | $1.3B | 9% | Dec 2023 |
|
| HPM Partners | 4.3M | $3.2M | 4671% | Dec 2023 |
|
| Jpmorgan Chase & Co | 3.9M | $182M | 61% | Dec 2023 |
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| Honkamp Krueger Financial Services | 3.0M | $140M | -9% | Dec 2023 |
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| Goldman Sachs Group | 2.5M | $117M | 34% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 2.2M | $104M | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 1.9M | $85M | -12% | Mar 2024 |
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| McAdam | 1.6M | $75M | 6% | Mar 2024 |
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| Charles Schwab Trust | 1.4M | $65M | 21% | Mar 2024 |
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| HighTower Advisors | 1.4M | $64M | 1% | Dec 2023 |
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| Total Wealth Planning | 1.1M | $53M | 17% | Mar 2024 |
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| Hengehold Capital Management | 972k | $45M | 2% | Mar 2024 |
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| AlphaStar Capital Management | 955k | $45M | 3% | Dec 2023 |
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| Kohmann Bosshard Financial Services | 820k | $38M | 12% | Mar 2024 |
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| Horst & Graben Wealth Management | 698k | $32M | 1% | Mar 2024 |
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| Bank of America Corporation | 654k | $31M | 4% | Dec 2023 |
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| KilterHowling | 634k | $29M | 164% | Dec 2023 |
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| Theory Financial | 583k | $27M | 0% | Dec 2023 |
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| Mercer Global Advisors | 580k | $27M | 7% | Dec 2023 |
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| Sequoia Financial Advisors | 568k | $27M | -4% | Dec 2023 |
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| Towercrest Capital Management | 524k | $24M | -2% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 512k | $24M | 5% | Dec 2023 |
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| Alliance Wealth Management | 510k | $24M | 100% | Dec 2023 |
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| Financial Life Advisors | 503k | $23M | 5% | Mar 2024 |
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| Austin Private Wealth | 482k | $22M | 13% | Mar 2024 |
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| Mokosak Advisory Group | 426k | $20M | 4% | Dec 2023 |
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| United Capital Financial Advisers | 410k | $19M | -17% | Dec 2023 |
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| TSA Wealth Managment | 402k | $19M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 399k | $19M | 12% | Dec 2023 |
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| Tenret | 343k | $16M | 9% | Mar 2024 |
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| One Wealth Advisors | 335k | $15M | -5% | Mar 2024 |
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| Larson Financial Group | 320k | $15M | -7% | Dec 2023 |
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| Financial Advisory Service | 319k | $15M | 3% | Dec 2023 |
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| Advisor Group Holdings | 315k | $15M | 26% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 309k | $14M | 3% | Mar 2024 |
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| Pioneer Wealth Management Group | 288k | $13M | -38% | Mar 2024 |
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| Revolve Wealth Partners | 282k | $13M | 4% | Mar 2024 |
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| Members Advisory Group | 257k | $12M | -6% | Mar 2024 |
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| Moneta Group Investment Advisors | 252k | $12M | 4% | Dec 2023 |
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| Bond & Devick Financial Network | 241k | $11M | 3% | Mar 2024 |
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| Columbus Macro | 230k | $11M | -10% | Mar 2024 |
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| Pinnacle Wealth Management | 223k | $10M | -4% | Dec 2023 |
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| Myecfo | 223k | $10M | 1% | Mar 2024 |
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| Mutual Advisors | 222k | $10M | 8% | Dec 2023 |
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| JMG Financial Group | 219k | $10M | -1% | Dec 2023 |
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| Creative Planning | 216k | $10M | -23% | Dec 2023 |
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| Leavell Investment Management | 216k | $9.9M | -1% | Mar 2024 |
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| Vantage Financial Partners | 205k | $9.6M | 5% | Dec 2023 |
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| Cypress Wealth Services | 203k | $9.4M | 16% | Mar 2024 |
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| James J. Burns & Company | 201k | $9.1M | -4% | Mar 2024 |
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| Kickstand Ventures | 199k | $9.3M | 100% | Dec 2023 |
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| H D Vest Advisory Services | 195k | $9.1M | 751% | Dec 2023 |
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| Beacon Bridge Wealth Partners | 189k | $8.8M | 26% | Dec 2023 |
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| MorganRosel Wealth Management | 186k | $8.5M | -37% | Mar 2024 |
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| Waycross Investment Management | 182k | $8.4M | 15% | Mar 2024 |
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| Schneider Downs Wealth Management Advisors | 174k | $8.1M | 67% | Dec 2023 |
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| Focus Financial Network | 169k | $7.6M | 100% | Mar 2024 |
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| Northwest Investment Counselors | 169k | $7.8M | 5% | Mar 2024 |
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| West Wealth Group | 168k | $7.8M | -10% | Dec 2023 |
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| Ethos Financial Group | 167k | $7.8M | 100% | Dec 2023 |
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| SageView Advisory Group | 165k | $7.6M | 48% | Dec 2023 |
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| Raymond James & Associates | 163k | $7.5M | 11% | Mar 2024 |
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| Callan Capital | 161k | $7.5M | 22% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 161k | $7.5M | 45% | Dec 2023 |
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| Focus Financial Network | 158k | $7.3M | 100% | Dec 2023 |
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| Atria Wealth Solutions | 154k | $7.2M | -8% | Dec 2023 |
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| Security Financial Services | 154k | $7.1M | 38% | Mar 2024 |
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| Beacon Pointe Advisors | 153k | $7.1M | -13% | Dec 2023 |
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| SigFig Wealth Management | 151k | $6.0M | 15% | Dec 2023 |
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| Cambridge Investment Research Advisors | 149k | $6.9M | -5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 149k | $6.8M | -65% | Mar 2024 |
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| Clay Northam Wealth Management | 147k | $6.8M | 5% | Mar 2024 |
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| Cedar Brook Financial Partners | 143k | $6.6M | 32% | Mar 2024 |
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| Kaizen Financial Strategies | 142k | $6.6M | -3% | Dec 2023 |
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| Fifth Third Securities | 139k | $6.4M | 121% | Mar 2024 |
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| Marotta Asset Management | 137k | $6.4M | -2% | Dec 2023 |
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| AE Wealth Management | 137k | $6.3M | -30% | Dec 2023 |
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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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| TNF | 132k | $5.9M | 0% | Mar 2024 |
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| Ronald Blue Trust | 131k | $5.8M | -11% | Dec 2023 |
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| Robertson Stephens Wealth Management | 130k | $6.1M | 100% | Dec 2023 |
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| Curi Wealth Management | 127k | $5.9M | -10% | Dec 2023 |
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| Wakefield Asset Management L | 124k | $5.8M | -2% | Dec 2023 |
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| UBS Group | 123k | $5.7M | -37% | Dec 2023 |
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| Mayflower Financial Advisors | 121k | $5.7M | 29% | Dec 2023 |
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| SNS Financial | 121k | $5.5M | 2% | Mar 2024 |
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| Emerald Investment Partners | 120k | $5.6M | -12% | Dec 2023 |
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| Reston Wealth Management | 118k | $5.5M | -10% | Dec 2023 |
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| Tempus Wealth Planning | 117k | $5.4M | 21% | Mar 2024 |
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| Friedenthal Financial | 115k | $5.3M | -3% | Mar 2024 |
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| Nalls Sherbakoff Group | 113k | $5.3M | -3% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 113k | $5.3M | 0% | Dec 2023 |
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| Northeast Financial Group | 112k | $5.1M | 16% | Mar 2024 |
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| ProVise Management Group | 110k | $5.1M | 5% | Dec 2023 |
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| Phillips Financial Management | 109k | $5.0M | 17% | Mar 2024 |
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| Retirement Planning Group | 108k | $5.0M | 2% | Mar 2024 |
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| Daymark Wealth Partners | 108k | $5.0M | -46% | Dec 2023 |
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| Peak Financial Management | 107k | $4.9M | 6% | Mar 2024 |
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| Clearview Wealth Advisors | 105k | $4.8M | 165% | Mar 2024 |
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| Forthright Family Wealth Advisory | 103k | $4.8M | 100% | Dec 2023 |
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| Advisor OS | 102k | $4.8M | 100% | Dec 2023 |
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| Merit Financial Group | 102k | $4.8M | 100% | Dec 2023 |
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| Krilogy Financial | 102k | $4.7M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 100k | $4.6M | -7% | Dec 2023 |
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| Harbour Investments | 96k | $4.5M | -22% | Dec 2023 |
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| Patriot Investment Management | 95k | $4.4M | -1% | Mar 2024 |
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| My Legacy Advisors | 93k | $4.3M | 6% | Dec 2023 |
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| IFP Advisors | 93k | $4.3M | 4% | Dec 2023 |
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| ETF Store | 92k | $4.3M | 1% | Dec 2023 |
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| ORG Partners | 92k | $4.3M | 2359% | Dec 2023 |
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| Sontag Advisory | 89k | $4.1M | 141% | Dec 2023 |
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| All Season Financial Advisors | 89k | $4.1M | -15% | Mar 2024 |
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| Creative Financial Designs | 87k | $4.1M | -2% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 85k | $4.0M | -1% | Dec 2023 |
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| Marshall Financial Group | 84k | $3.9M | 37% | Dec 2023 |
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| Guardian Financial Partners | 83k | $3.8M | 9% | Mar 2024 |
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| Sightline Wealth Advisors | 83k | $3.8M | 104% | Mar 2024 |
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| Feltz Wealth PLAN | 81k | $3.8M | 12% | Dec 2023 |
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| Mission Creek Capital Partners | 81k | $3.8M | -19% | Dec 2023 |
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| BFSG | 80k | $3.7M | 3% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 78k | $3.7M | 16% | Dec 2023 |
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| Apeiron RIA | 78k | $3.6M | -5% | Mar 2024 |
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| Envestnet Portfolio Solutions | 78k | $3.6M | 100% | Dec 2023 |
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| Warren Averett Asset Management | 76k | $3.6M | -2% | Dec 2023 |
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| Syon Capital | 76k | $3.5M | 100% | Dec 2023 |
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| JJJ Advisors | 75k | $3.5M | 13% | Mar 2024 |
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| Stratos Wealth Advisors | 75k | $3.5M | -23% | Mar 2024 |
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| HC Advisors | 75k | $3.5M | 6% | Dec 2023 |
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| Chesapeake Wealth Management | 75k | $3.5M | 10% | Dec 2023 |
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| Granite Bay Wealth Management | 73k | $3.2M | 19% | Dec 2023 |
|
| AdvisorNet Financial | 71k | $3.2M | 0% | Mar 2024 |
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| Curtis Advisory Group | 70k | $3.3M | 12% | Dec 2023 |
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| OneAscent Financial Services | 69k | $3.2M | -5% | Mar 2024 |
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| Atria Investments | 68k | $3.2M | -10% | Dec 2023 |
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| Kuntz Lesher Capital | 67k | $3.1M | 0% | Dec 2023 |
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| Grey Fox Wealth Advisors | 66k | $3.1M | -1% | Mar 2024 |
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| NYL Investors | 66k | $3.1M | -3% | Dec 2023 |
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| Omega Financial Group | 66k | $3.0M | 3% | Mar 2024 |
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| Smart Money Group | 65k | $3.0M | 100% | Dec 2023 |
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| Ancora Advisors | 62k | $2.9M | -10% | Dec 2023 |
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| Lodestar Private Asset Management | 58k | $2.7M | -15% | Mar 2024 |
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| Streettalk Advisors | 58k | $2.7M | -27% | Dec 2023 |
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| Bartlett & Co. | 57k | $2.7M | -27% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 57k | $2.7M | -27% | Dec 2023 |
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| Bangor Savings Bank | 57k | $2.6M | 50% | Mar 2024 |
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| Strategic Blueprint | 56k | $2.6M | -15% | Mar 2024 |
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| Blue Barn Wealth | 55k | $2.6M | 3% | Dec 2023 |
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| Firethorn Wealth Partners | 55k | $2.5M | 9% | Mar 2024 |
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| Global Retirement Partners | 53k | $2.4M | -15% | Mar 2024 |
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| AlphaQ Advisors | 51k | $2.4M | -12% | Dec 2023 |
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| Park Avenue Securities | 50k | $2.3M | -12% | Mar 2024 |
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| Corrigan Financial | 39k | $1.8M | -37% | Mar 2024 |
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| Citadel Advisors | 31k | $1.5M | -50% | Dec 2023 |
|
| Jane Street | 21k | $995k | -97% | Dec 2023 |
|
| Souders Financial Advisors | 7.9k | $366k | -98% | Dec 2023 |
|
| Pensionmark Financial Group | 6.9k | $320k | -92% | Dec 2023 |
|
| SevenOneSeven Capital Management | 5.4k | $249k | -91% | Dec 2023 |
|
Who sold out of Schwab Strategic Tr us aggregate b?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Huntington Asset Advisors | Dec 2023 | 2.2M | $101M |
| Baker Avenue Asset Management | Sep 2023 | 1.7M | $75M |
| BlueSky Wealth Advisors | Dec 2023 | 868k | $40M |
| New York Life Investment Management | Sep 2023 | 439k | $19M |
| Fort Pitt Capital | Dec 2023 | 293k | $14M |
| Ffg Retirement Advisors | Sep 2023 | 263k | $12M |