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 18M $999M 10% Jun 2021
Wealth Enhancement Advisory Services 5.2M $282M 8% Sep 2021
Honkamp Krueger Financial Services 3.5M $193M 3% Jun 2021
Resources Investment Advisors 3.5M $191M 6% Sep 2021
Milliman Financial Risk Management 3.4M $185M 0% Jun 2021
Ameriprise Financial 3.1M $169M -9% Jun 2021
Envestnet Asset Management 2.4M $130M 7% Sep 2021
Financial Engines Advisors L.L.C 2.1M $112M -5% Sep 2021
Mercer Global Advisors 2.0M $110M 156% Jun 2021
Huntington Asset Advisors 1.3M $72M 99% Jun 2021
Mariner Wealth Advisors 1.3M $70M 0% Jun 2021

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Rockbridge Investment Management, LCC 1.3M $69M 10% Sep 2021
Hengehold Capital Management 1.2M $67M 3% Sep 2021
McAdam 1.2M $67M 13% Jun 2021
Sensible Financial Planning & Management 1.2M $65M 7% Sep 2021
HighTower Advisors 1.2M $63M 8% Sep 2021
United Capital Financial Advisers 1.0M $57M 1% Jun 2021
JBJ Investment Partners 1.0M $56M 2% Sep 2021
Krilogy Financial 1.0M $55M 0% Sep 2021
Sequoia Financial Advisors 893k $49M 5% Jun 2021
BlueSky Wealth Advisors 858k $47M 14% Jun 2021
Iwamoto Kong & Co 685k $37M -28% Jun 2021
Total Wealth Planning 669k $36M 6% Sep 2021
Ferris Capital 632k $35M 100% Jun 2021
Kohmann Bosshard Financial Services 614k $34M 4% Jun 2021
Towercrest Capital Management 589k $32M 2% Jun 2021
Alliance Wealth Management 589k $32M 2% Jun 2021
Ancora Advisors 542k $30M 2% Jun 2021
Advisor Group Holdings 527k $29M -1% Sep 2021
CliftonLarsonAllen Wealth Advisors 506k $28M 2% Sep 2021
Jane Street 480k $26M 100% Jun 2021
Advisory Services & Investments 474k $26M 11% Sep 2021
Connectus Wealth 395k $21M 0% Sep 2021
Mokosak Advisory Group 375k $21M 4% Jun 2021
Creative Planning 362k $20M -13% Jun 2021
Leavell Investment Management 324k $18M 0% Jun 2021
D.B. Root & Company 324k $18M 23% Sep 2021
TAP Consulting 317k $17M 5% Sep 2021
LPL Financial 311k $17M 4% Jun 2021
YCMNET Advisors 302k $16M -3% Sep 2021
Bangor Savings Bank 286k $16M -25% Jun 2021
Financial Architects 274k $15M 0% Jun 2021
BFSG 272k $15M 3% Sep 2021
New York Life Investment Management 269k $15M 11% Sep 2021
Sage Financial Management Group 266k $15M 4% Jun 2021
Retirement Planning Group 262k $14M 5% Jun 2021
Patriot Investment Management 262k $14M 2% Jun 2021
HPM Partners 261k $14M 0% Sep 2021
Financial Advisory Service 252k $14M 3% Jun 2021
Tenret 251k $14M 100% Sep 2021
Bank of America Corporation 242k $13M 23% Jun 2021
MorganRosel Wealth Management 231k $13M 20% Jun 2021
Qube Research & Technologies 211k $12M 100% Jun 2021
Captrust Financial Advisors 207k $11M -5% Jun 2021
Cooper/haims Advisors 204k $11M -4% Sep 2021
Old Mission Capital 203k $11M 1623% Sep 2021
Alberta Investment Management Corporation 200k $11M 0% Jun 2021
Holistic Financial Partners 200k $11M 5% Jun 2021
Mission Creek Capital Partners 195k $11M 0% Jun 2021
ProVise Management Group 192k $11M 16% Jun 2021
Cambridge Investment Research Advisors 189k $10M 2% Sep 2021
Sontag Advisory 187k $10M -47% Jun 2021
Friedenthal Financial 185k $10M 15% Jun 2021
Marotta Asset Management 182k $9.9M -8% Sep 2021
Bigelow Investment Advisors 181k $9.8M -6% Sep 2021
Newman Dignan & Sheerar 168k $9.1M -3% Sep 2021
Moneta Group Investment Advisors 166k $9.0M 12% Sep 2021
Alesco Advisors 159k $8.7M -7% Jun 2021
Omega Financial Group 157k $8.6M -3% Jun 2021
Barclays 151k $8.3M 100% Jun 2021
Mutual Advisors 149k $8.1M 32% Jun 2021
LVW Advisors 147k $8.0M 2% Sep 2021
Sentinel Pension Advisors 143k $7.8M 10% Jun 2021
Modus Advisors 140k $7.6M 0% Sep 2021
Monticello Wealth Management 137k $7.4M 89% Sep 2021
Evensky & Katz 135k $7.4M -3% Jun 2021
Guggenheim Capital, LLC Managers 132k $7.2M 3% Jun 2021
Beacon Pointe Advisors 132k $7.2M -1% Jun 2021
Reston Wealth Management 131k $7.1M 55% Jun 2021
Northwestern Mutual Wealth Management Company 128k $7.0M 37% Jun 2021
Roundview Capital 124k $6.8M 0% Jun 2021
Northwest Investment Counselors 123k $6.7M 6% Jun 2021
Bnp Paribas Arbitrage, Snc 121k $6.6M -69% Sep 2021
VERITY Wealth Advisors 121k $6.6M 5% Jun 2021
Bartlett & Co. 121k $6.6M -4% Jun 2021
Procyon Private Wealth Partners 121k $6.6M 100% Jun 2021
Summit Financial Strategies 116k $6.4M 18% Jun 2021
AdvisorNet Financial 114k $6.2M -6% Jun 2021
Wakefield Asset Management L 113k $6.1M 2% Sep 2021
UBS Group 113k $6.2M -4% Jun 2021
Curbstone Financial Management 110k $6.0M -1% Jun 2021
Cobblestone Capital Advisors 109k $5.9M -1% Jun 2021
SigFig Wealth Management 108k $5.9M 11% Jun 2021
Aj Wealth Strategies 105k $5.7M 0% Jun 2021
Chesapeake Wealth Management 104k $5.7M 1% Jun 2021
Pacific Edge Advisors 103k $5.6M 10% Jun 2021
Bond & Devick Financial Network 103k $5.6M 5% Jun 2021
Graves-Light Private Wealth Management 103k $5.6M 0% Jun 2021
Portfolio Solutions 98k $5.4M 1% Jun 2021
Souders Financial Advisors 97k $5.2M 10% Sep 2021
Sargent Bickham Lagudis 96k $5.2M -1% Sep 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 94k $5.1M -2% Sep 2021
Morgan Stanley 94k $5.2M 100% Jun 2021
Gemmer Asset Management 92k $5.0M 0% Jun 2021
SNS Financial 84k $4.6M 4% Sep 2021
SeaCrest Wealth Management 79k $4.3M 16% Jun 2021
Warren Averett Asset Management 78k $4.3M -16% Jun 2021
Global Retirement Partners 77k $4.2M -1% Sep 2021
Peak Financial Management 75k $4.1M 6% Jun 2021
Valicenti Advisory Services 73k $4.0M -14% Sep 2021
Kuntz Lesher Capital 73k $4.0M 1% Jun 2021
Blue Barn Wealth 72k $3.9M 100% Jun 2021
Courage Miller Partners 67k $3.7M 10% Sep 2021
Pensionmark Financial Group 67k $3.7M 8% Jun 2021
JJJ Advisors 67k $3.6M 2% Sep 2021
Reilly Financial Advisors 67k $3.7M 2% Jun 2021
NYL Investors 62k $3.4M 5% Sep 2021
Cypress Wealth Services 58k $3.2M 0% Jun 2021
CVA Family Office 58k $3.1M -10% Jun 2021
Raymond James Financial Services Advisors 57k $3.1M 1% Sep 2021
Fifth Third Securities 56k $3.1M 100% Sep 2021
Phillips Financial Management 53k $2.9M 17% Sep 2021
Clearshares 53k $2.9M 2% Sep 2021
Valley Forge Investment Consultants Inc Adv 52k $2.9M 0% Sep 2021
BerganKDV Wealth Management 52k $2.8M -19% Jun 2021
Cedar Brook Financial Partners 51k $2.8M 18% Sep 2021
C.M. Bidwell & Associates 51k $2.7M 3% Sep 2021
WNY Asset Management 50k $2.7M -1% Sep 2021
IFP Advisors 49k $2.7M 39% Jun 2021
Facet Wealth 49k $2.6M -1% Sep 2021
NBT Bank 48k $2.6M 17% Jun 2021
Harbour Investments 47k $2.6M -51% Jun 2021
Change Path 47k $2.6M 6% Jun 2021
Curtis Advisory Group 46k $2.5M 38% Sep 2021
BlackRock 45k $2.4M -8% Jun 2021
Retirement Group 44k $2.4M 16% Jun 2021
Savant Capital Management 44k $2.4M -1% Sep 2021
Baird Financial 43k $2.3M 12% Sep 2021
Exchange Capital Management 43k $2.3M -3% Sep 2021
Coastal Capital Group 42k $2.3M -3% Jun 2021
Kingsview Wealth Management 42k $2.3M -10% Jun 2021
Nelson, Van Denburg & Campbell Wealth Management 41k $2.2M 26% Sep 2021
Gradient Capital Advisors 41k $2.2M 0% Jun 2021
RHS Financial 41k $2.2M 6% Jun 2021
Silicon Hills Wealth Management 40k $2.2M -1% Jun 2021
Dagco 40k $2.1M 65% Sep 2021
Appleton Group Wealth Management 39k $2.1M 2% Jun 2021
HC Advisors 39k $2.1M 3% Sep 2021
National Asset Management 38k $2.1M 10% Sep 2021
Vista Wealth Management Group 38k $2.1M 14% Sep 2021
JMG Financial Group 32k $1.7M -61% Jun 2021
Commerce Bank N A 27k $1.5M -40% Sep 2021
Crabel Capital Management 12k $660k -78% Sep 2021
Sheets Smith Wealth Management 7.0k $383k -88% Jun 2021
Emerald Investment Partners 5.1k $279k -93% Sep 2021

Who sold out of Schwab Strategic Tr us aggregate b?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Mar 2021 426k $23M
CFS Investment Advisory Services Jun 2021 266k $15M
Planning Alternatives Mar 2021 97k $5.2M
Hoese & Co Mar 2021 90k $4.9M
EWG Elevate Mar 2021 53k $2.9M
Renaissance Technologies Jun 2021 48k $2.6M