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 | 60M | $1.5B | 14% | Sep 2025 |
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| Jones Financial Companies, L.L | 1.8M | $45M | -40% | Sep 2025 |
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| Streettalk Advisors | 1.5M | $40M | 1901% | Sep 2025 |
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| Jpmorgan Chase & Co | 902k | $23M | 1760% | Sep 2025 |
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| Charles Schwab Trust | 802k | $21M | 9% | Sep 2025 |
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| Pallas Capital Advisors | 781k | $20M | 3% | Sep 2025 |
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| Fort Point Capital Partners | 720k | $18M | -42% | Sep 2025 |
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| United Capital Financial Advisers | 570k | $15M | 23% | Sep 2025 |
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| Wedmont Private Capital | 489k | $13M | 0% | Sep 2025 |
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| Envestnet Asset Management | 428k | $11M | 34% | Sep 2025 |
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| Garrett Investment Advisors | 272k | $7.0M | 31% | Sep 2025 |
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| Jane Street | 256k | $6.6M | -51% | Sep 2025 |
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| Beaird Harris Wealth Management | 211k | $5.4M | 1% | Sep 2025 |
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| Old Mission Capital | 210k | $5.4M | 100% | Sep 2025 |
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| Adviser Investments | 199k | $5.1M | 101% | Sep 2025 |
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| Mml Investors Services | 191k | $4.9M | 144% | Sep 2025 |
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| Perigon Wealth Management | 184k | $4.7M | 2% | Sep 2025 |
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| Myecfo | 150k | $3.8M | 3% | Sep 2025 |
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| Natixis Asset Management Advisors | 142k | $3.6M | 19% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 142k | $3.6M | 5% | Sep 2025 |
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| Goldman Sachs Group | 122k | $3.1M | 148% | Sep 2025 |
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| Pure Portfolios Holdings | 120k | $3.1M | 37% | Sep 2025 |
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| Smith, Moore & Co. | 93k | $2.4M | 108% | Sep 2025 |
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| Quantinno Capital Management | 92k | $2.4M | 0% | Sep 2025 |
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| Cornerstone Advisors Asset Management | 85k | $2.2M | 0% | Sep 2025 |
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| Royal Bank of Canada | 82k | $2.1M | -37% | Sep 2025 |
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| Manning & Napier Advisors | 81k | $2.1M | 100% | Sep 2025 |
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| Janney Montgomery Scott | 80k | $2.0M | 7% | Sep 2025 |
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| Donaldson Capital Management | 72k | $1.8M | 71% | Sep 2025 |
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| O'rourke & Company | 72k | $1.8M | -6% | Sep 2025 |
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| Investment Planning Advisors | 69k | $1.8M | 11% | Sep 2025 |
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| Ackerman Capital Advisors | 68k | $1.7M | -2% | Sep 2025 |
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| Great Valley Advisor Group | 64k | $1.6M | 316% | Sep 2025 |
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| Raymond James Financial | 63k | $1.6M | 1345% | Sep 2025 |
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| Creative Planning | 62k | $1.6M | 80% | Sep 2025 |
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| Creative Financial Designs | 61k | $1.6M | 14% | Sep 2025 |
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| Elequin Capital | 59k | $1.5M | -41% | Sep 2025 |
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| AQR Capital Management | 59k | $1.5M | 0% | Sep 2025 |
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| TSA Wealth Managment | 55k | $1.4M | 4% | Sep 2025 |
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| Captrust Financial Advisors | 54k | $1.4M | -3% | Sep 2025 |
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| Meridian Wealth Management | 52k | $1.3M | -10% | Sep 2025 |
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| Cetera Investment Advisers | 50k | $1.3M | 12% | Sep 2025 |
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| Northeast Financial Group | 44k | $1.1M | -15% | Sep 2025 |
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| Columbus Macro | 43k | $1.1M | -3% | Sep 2025 |
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| Francis Financial | 43k | $1.1M | 0% | Sep 2025 |
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| Advisor Group Holdings | 42k | $1.1M | 24% | Sep 2025 |
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| Cambridge Investment Research Advisors | 41k | $1.0M | 23% | Sep 2025 |
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| Breakwater Investment Management | 40k | $1.0M | 311% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 36k | $925k | 2771% | Sep 2025 |
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| Legacy Wealth Management | 35k | $898k | 3% | Sep 2025 |
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| LPL Financial | 34k | $879k | 174% | Sep 2025 |
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| Compass Financial Group | 33k | $845k | 43% | Sep 2025 |
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| Shared Vision Wealth Group | 32k | $829k | 100% | Sep 2025 |
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| Kestra Advisory Services | 31k | $786k | -4% | Sep 2025 |
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| AdvisorNet Financial | 29k | $740k | -10% | Sep 2025 |
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| Mercer Global Advisors | 28k | $705k | 7% | Sep 2025 |
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| Paul Damon & Associates | 27k | $697k | 11% | Sep 2025 |
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| VanderPol Investments | 25k | $647k | -70% | Sep 2025 |
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| MAI Wealth Advisors | 25k | $637k | 0% | Sep 2025 |
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| LLBH Private Wealth Management | 25k | $633k | -48% | Sep 2025 |
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| Blueprint Investment Partners | 24k | $621k | 100% | Sep 2025 |
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| Blueprint Financial Advisors | 24k | $621k | 0% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 23k | $579k | 0% | Sep 2025 |
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| Berger Financial Group | 21k | $529k | 0% | Sep 2025 |
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| Clear Creek Financial Management | 20k | $515k | 100% | Sep 2025 |
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| Advyzon Investment Management | 20k | $513k | 100% | Sep 2025 |
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| Altiora Financial Group | 20k | $512k | 0% | Sep 2025 |
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| HighTower Advisors | 19k | $484k | 87% | Sep 2025 |
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| Asset Allocation Strategies | 19k | $479k | 76% | Sep 2025 |
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| FF Advisors | 18k | $461k | 0% | Sep 2025 |
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| Galvin, Gaustad & Stein | 18k | $452k | 0% | Sep 2025 |
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| Warren Averett Asset Management | 17k | $446k | -4% | Sep 2025 |
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| Fiduciary Financial Group | 17k | $443k | 35% | Sep 2025 |
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| Change Path | 17k | $422k | 1% | Sep 2025 |
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| CAP Partners | 16k | $418k | 12% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 16k | $415k | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 16k | $412k | 96% | Sep 2025 |
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| Grant Street Asset Management | 16k | $408k | 1% | Sep 2025 |
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| Golden Bell Financial Planning | 16k | $397k | 0% | Sep 2025 |
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| Continuum Advisory | 15k | $378k | 1% | Sep 2025 |
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| Sequoia Financial Advisors | 14k | $367k | -3% | Sep 2025 |
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| Gemmer Asset Management | 14k | $357k | 1% | Sep 2025 |
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| Chapman Financial Group | 14k | $353k | 138% | Sep 2025 |
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| IFP Advisors | 13k | $328k | 289% | Sep 2025 |
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| CLS Investments | 12k | $306k | 12% | Sep 2025 |
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| Susquehanna International | 11k | $283k | 100% | Sep 2025 |
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| Citadel Advisors | 11k | $281k | 100% | Sep 2025 |
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| Harbour Investments | 11k | $280k | 18% | Sep 2025 |
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| SageView Advisory Group | 11k | $277k | 9% | Sep 2025 |
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| Canal Capital Management | 11k | $270k | 100% | Jun 2025 |
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| Burling Wealth Partners | 11k | $272k | 23% | Sep 2025 |
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| Bedel Financial Consulting | 11k | $269k | 0% | Sep 2025 |
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| Thrivent Financial for Lutherans | 10k | $266k | 100% | Sep 2025 |
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| VCI Wealth Management | 10k | $261k | -36% | Sep 2025 |
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| Gleason Group | 10k | $256k | 100% | Sep 2025 |
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| Breakwater Capital Group | 9.3k | $238k | 14% | Sep 2025 |
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| Heartwood Wealth Advisors | 9.2k | $237k | 0% | Sep 2025 |
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| Ameriprise Financial | 8.6k | $221k | 100% | Sep 2025 |
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| Resonant Capital Advisors | 8.3k | $214k | -80% | Sep 2025 |
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| Wells Fargo & Company | 8.3k | $213k | 832700% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 8.2k | $211k | 100% | Sep 2025 |
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| Howe and Rusling | 8.2k | $209k | 0% | Sep 2025 |
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| Alteri Wealth | 8.1k | $207M | 100% | Sep 2025 |
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| Commonwealth Equity Services | 7.8k | $201k | -35% | Sep 2025 |
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| West Paces Advisors | 6.6k | $169k | 0% | Sep 2025 |
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| Ameritas Advisory Services | 5.5k | $142k | 0% | Sep 2025 |
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| Capital Analysts | 4.2k | $109k | 9% | Sep 2025 |
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| CWM | 2.2k | $57k | 100% | Sep 2025 |
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| Root Financial Partners | 1.1k | $28k | -95% | Sep 2025 |
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| Larson Financial Group | 994.00 | $25k | -74% | Sep 2025 |
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| MCF Advisors | 956.00 | $25k | 100% | Sep 2025 |
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| Assetmark | 738.00 | $19k | 0% | Sep 2025 |
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| CVA Family Office | 700.00 | $18k | 0% | Sep 2025 |
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| AE Wealth Management | 640.00 | $16k | -5% | Sep 2025 |
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| Rockefeller Capital Management | 523.00 | $13k | 100% | Sep 2025 |
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| Cape Investment Advisory | 510.00 | $13k | 1% | Jun 2025 |
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| Red Tortoise | 380.00 | $9.7k | 1% | Sep 2025 |
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| Aptus Capital Advisors | 205.00 | $5.3k | 0% | Sep 2025 |
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| Hartland & Co | 170.00 | $4.4k | 100% | Sep 2025 |
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| Cullen Frost Bankers | 155.00 | $4.0k | 100% | Sep 2025 |
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| Maryland Capital Advisors | 139.00 | $3.6k | 100% | Sep 2025 |
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| Bogart Wealth | 82.00 | $2.1k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 30.00 | $768.999000 | 100% | Sep 2025 |
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| Smartleaf Asset Management | 23.00 | $589.000100 | 100% | Sep 2025 |
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| Pflug Koory | 12.00 | $320.000400 | 0% | Sep 2025 |
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| Pnc Financial Services | 7.00 | $178.999800 | 100% | Sep 2025 |
|
| Morgan Stanley | 1.00 | $34.000000 | 100% | Jun 2025 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CI Private Wealth | Jun 2025 | 26k | $665k |
| Vestia Personal Wealth Advisors | Jun 2025 | 19k | $472k |
| Putnam Fl Investment Management | Jun 2025 | 8.3k | $210k |
| Atlantic Trust | Jun 2025 | 6.0k | $151k |
| Emerald Investment Partners | Jun 2025 | 5.7k | $144k |
| Halbert Hargrove Global Advisors | Jun 2025 | 700.00 | $18k |