Who owns SCHWAB STRATEGIC TR?
- Ticker: SCMB
- CUSIP Number: 808524649
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Analyze quarterly positions in Schwab Strategic Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr stock
Who bought or sold SCHWAB STRATEGIC TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 640k | $34M | 0% | Sep 2024 |
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| Pallas Capital Advisors | 481k | $12M | 220% | Sep 2024 |
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| Charles Schwab Trust | 275k | $14M | 2% | Sep 2024 |
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| Wedmont Private Capital | 247k | $13M | -1% | Sep 2024 |
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| Bank of America Corporation | 149k | $7.8M | 14% | Sep 2024 |
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| Beaird Harris Wealth Management | 120k | $6.3M | 0% | Sep 2024 |
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| Garrett Investment Advisors | 112k | $5.9M | -2% | Sep 2024 |
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| Adviser Investments | 70k | $3.7M | 1% | Sep 2024 |
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| Myecfo | 62k | $3.3M | 6% | Sep 2024 |
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| Jpmorgan Chase & Co | 58k | $3.1M | 45% | Sep 2024 |
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| Envestnet Asset Management | 44k | $2.3M | 13% | Sep 2024 |
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| O'rourke & Company | 42k | $2.2M | -4% | Sep 2024 |
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| VanderPol Investments | 41k | $2.2M | -1% | Sep 2024 |
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| Jane Street | 38k | $2.0M | -44% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 30k | $1.5M | 41% | Jun 2024 |
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| Cetera Investment Advisers | 29k | $1.5M | -21% | Jun 2024 |
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| TrinityPoint Wealth | 23k | $1.2M | 0% | Sep 2024 |
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| Captrust Financial Advisors | 21k | $1.1M | 3% | Sep 2024 |
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| Citadel Advisors | 20k | $1.1M | 416% | Sep 2024 |
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| Creative Planning | 19k | $1.0M | 100% | Sep 2024 |
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| Donaldson Capital Management | 18k | $927k | 61% | Sep 2024 |
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| Savvy Advisors | 17k | $900k | 0% | Sep 2024 |
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| Columbus Macro | 16k | $512k | 55% | Sep 2024 |
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| AdvisorNet Financial | 15k | $811k | 6% | Sep 2024 |
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| National Asset Management | 15k | $777k | 24% | Sep 2024 |
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| TSA Wealth Managment | 14k | $750k | 107% | Sep 2024 |
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| United Capital Financial Advisers | 14k | $735k | -26% | Sep 2024 |
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| Putnam Fl Investment Management | 13k | $698k | 0% | Sep 2024 |
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| Cornerstone Advisors Asset Management | 13k | $657k | 100% | Sep 2024 |
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| Berger Financial Group | 12k | $645k | -2% | Sep 2024 |
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| Maia Wealth | 12k | $309k | 47% | Sep 2024 |
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| FF Advisors | 11k | $289k | 100% | Sep 2024 |
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| Creative Financial Designs | 10k | $537k | 28% | Sep 2024 |
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| Altiora Financial Group | 10k | $525k | 0% | Sep 2024 |
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| Balboa Wealth Partners | 9.4k | $493k | -13% | Sep 2024 |
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| Kestra Advisory Services | 9.3k | $488k | 16% | Sep 2024 |
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| VCI Wealth Management | 9.0k | $472k | -1% | Sep 2024 |
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| Paul Damon & Associates | 8.9k | $468k | 27% | Sep 2024 |
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| Galvin, Gaustad & Stein | 8.8k | $464k | 1% | Sep 2024 |
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| Sequoia Financial Advisors | 8.7k | $456k | 0% | Sep 2024 |
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| Meridian Wealth Management | 8.0k | $419k | 100% | Sep 2024 |
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| Acorn Wealth Advisors | 7.1k | $365k | 100% | Jun 2024 |
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| Advisor Group Holdings | 7.1k | $370k | 50% | Sep 2024 |
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| Kades & Cheifetz | 7.0k | $369k | 1% | Sep 2024 |
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| Compass Financial Group | 5.4k | $285k | 100% | Sep 2024 |
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| CAP Partners | 5.0k | $261k | 0% | Sep 2024 |
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| Thrivent Financial for Lutherans | 4.9k | $257k | 0% | Sep 2024 |
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| Bedel Financial Consulting | 4.6k | $239k | 0% | Sep 2024 |
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| Mml Investors Services | 4.5k | $236k | 1% | Sep 2024 |
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| Mariner Wealth Advisors | 4.1k | $215k | -37% | Sep 2024 |
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| Blackston Financial Advisory Group | 3.8k | $201k | 100% | Sep 2024 |
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| Miracle Mile Advisors | 3.8k | $201k | 100% | Sep 2024 |
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| Element Wealth | 3.7k | $193k | 64% | Sep 2024 |
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| Emerald Investment Partners | 2.9k | $150k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.8k | $149k | 100% | Sep 2024 |
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| Atlantic Trust | 1.5k | $79k | 100% | Sep 2024 |
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| CVA Family Office | 1.2k | $65k | 1% | Sep 2024 |
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| Continuum Advisory | 800.00 | $21k | 167% | Sep 2024 |
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| Larson Financial Group | 501.00 | $26k | 100% | Sep 2024 |
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| Capital Investment Advisory Services | 372.00 | $20k | 157% | Sep 2024 |
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| Aptus Capital Advisors | 205.00 | $5.4k | 0% | Sep 2024 |
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| Red Tortoise | 203.00 | $11k | 1% | Sep 2024 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2024 | 186k | $9.6M |
| Bank of New York Mellon | Jun 2024 | 29k | $1.5M |
| SageView Advisory Group | Jun 2024 | 4.3k | $219k |
| RFP Financial Group | Jun 2024 | 1.7k | $87k |
| Great Lakes Retirement | Jun 2024 | 680.00 | $35k |
| Glassman Wealth Services | Jun 2024 | 279.00 | $14k |