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 | 66M | $1.7B | 10% | Dec 2025 |
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| Jones Financial Companies, L.L | 2.1M | $54M | 18% | Dec 2025 |
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| Streettalk Advisors | 1.5M | $39M | -3% | Dec 2025 |
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| Charles Schwab Trust | 916k | $24M | 14% | Dec 2025 |
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| Jpmorgan Chase & Co | 902k | $23M | 100% | Sep 2025 |
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| Pallas Capital Advisors | 894k | $23M | 14% | Dec 2025 |
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| Fort Point Capital Partners | 762k | $20M | 6% | Dec 2025 |
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| United Capital Financial Advisers | 570k | $15M | 23% | Sep 2025 |
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| Wedmont Private Capital | 492k | $13M | 1% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 490k | $13M | 246% | Dec 2025 |
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| Garrett Investment Advisors | 294k | $7.6M | 8% | Dec 2025 |
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| Adviser Investments | 241k | $6.2M | 21% | Dec 2025 |
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| Mml Investors Services | 208k | $5.4M | 9% | Dec 2025 |
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| Beaird Harris Wealth Management | 205k | $5.3M | -3% | Dec 2025 |
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| Perigon Wealth Management | 196k | $5.0M | 7% | Dec 2025 |
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| Myecfo | 172k | $4.4M | 15% | Dec 2025 |
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| Smith, Moore & Co. | 158k | $4.1M | 69% | Dec 2025 |
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| Natixis Asset Management Advisors | 155k | $4.0M | 9% | Dec 2025 |
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| Envestnet Asset Management | 145k | $3.7M | -66% | Dec 2025 |
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| Cornerstone Advisors Asset Management | 129k | $3.3M | 52% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 127k | $3.3M | 253% | Dec 2025 |
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| Pure Portfolios Holdings | 123k | $3.2M | 2% | Dec 2025 |
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| Manning & Napier Advisors | 107k | $2.8M | 32% | Dec 2025 |
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| Quantinno Capital Management | 96k | $2.5M | 4% | Dec 2025 |
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| Raymond James Financial | 84k | $2.2M | 33% | Dec 2025 |
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| Investment Planning Advisors | 82k | $2.1M | 20% | Dec 2025 |
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| Royal Bank of Canada | 82k | $2.1M | -37% | Sep 2025 |
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| Janney Montgomery Scott | 80k | $2.1M | 0% | Dec 2025 |
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| O'rourke & Company | 74k | $1.9M | 3% | Dec 2025 |
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| Captrust Financial Advisors | 73k | $1.9M | 37% | Dec 2025 |
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| Donaldson Capital Management | 72k | $1.8M | 0% | Dec 2025 |
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| Breakwater Investment Management | 68k | $1.8M | 70% | Dec 2025 |
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| Advisor Group Holdings | 67k | $1.7M | 58% | Dec 2025 |
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| Great Valley Advisor Group | 66k | $1.7M | 4% | Dec 2025 |
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| Mariner Wealth Advisors | 64k | $1.7M | 299% | Dec 2025 |
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| Ackerman Capital Advisors | 63k | $1.6M | -7% | Dec 2025 |
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| Creative Financial Designs | 59k | $1.5M | -4% | Dec 2025 |
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| AQR Capital Management | 59k | $1.5M | 0% | Sep 2025 |
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| TSA Wealth Managment | 59k | $1.5M | 7% | Dec 2025 |
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| Cetera Investment Advisers | 58k | $1.5M | 16% | Dec 2025 |
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| Compass Financial Group | 57k | $1.5M | 74% | Dec 2025 |
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| Meridian Wealth Management | 53k | $1.4M | 3% | Dec 2025 |
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| Columbus Macro | 53k | $1.4M | 24% | Dec 2025 |
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| Core Wealth Advisors | 50k | $1.3M | 100% | Dec 2025 |
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| Values Added Financial | 49k | $1.3M | 100% | Dec 2025 |
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| IFP Advisors | 44k | $1.1M | 241% | Dec 2025 |
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| Cambridge Investment Research Advisors | 43k | $1.1M | 6% | Dec 2025 |
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| Francis Financial | 43k | $1.1M | 0% | Dec 2025 |
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| Creative Planning | 43k | $1.1M | -32% | Dec 2025 |
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| Northeast Financial Group | 40k | $1.0M | -9% | Dec 2025 |
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| Elequin Capital | 36k | $916k | -40% | Dec 2025 |
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| Legacy Wealth Management | 35k | $903k | 0% | Dec 2025 |
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| Stolz & Associates, Ps | 35k | $903k | 100% | Dec 2025 |
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| LPL Financial | 35k | $893k | 1% | Dec 2025 |
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| Paul Damon & Associates | 33k | $851k | 21% | Dec 2025 |
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| Shared Vision Wealth Group | 32k | $829k | 0% | Dec 2025 |
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| Kestra Advisory Services | 31k | $806k | 2% | Dec 2025 |
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| Summit Financial | 31k | $803k | 100% | Dec 2025 |
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| Meeder Advisory Services | 31k | $803k | 100% | Dec 2025 |
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| Wescott Financial Advisory Group | 31k | $794k | 100% | Dec 2025 |
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| Mercer Global Advisors | 29k | $744k | 5% | Dec 2025 |
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| AdvisorNet Financial | 28k | $714k | -4% | Dec 2025 |
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| Sequoia Financial Advisors | 28k | $710k | 92% | Dec 2025 |
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| LLBH Private Wealth Management | 25k | $651k | 2% | Dec 2025 |
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| Commonwealth Equity Services | 25k | $644k | 219% | Dec 2025 |
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| MAI Wealth Advisors | 25k | $643k | 0% | Dec 2025 |
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| Blueprint Investment Partners | 24k | $625k | 0% | Dec 2025 |
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| Blueprint Financial Advisors | 24k | $625k | 0% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 23k | $582k | 0% | Dec 2025 |
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| Alteri Wealth | 21k | $535M | 157% | Dec 2025 |
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| Clear Creek Financial Management | 21k | $535k | 3% | Dec 2025 |
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| Advyzon Investment Management | 21k | $535k | 4% | Dec 2025 |
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| Berger Financial Group | 21k | $533k | 0% | Dec 2025 |
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| Warren Averett Asset Management | 20k | $526k | 17% | Dec 2025 |
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| Altiora Financial Group | 20k | $515k | 0% | Dec 2025 |
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| CAP Partners | 20k | $504k | 20% | Dec 2025 |
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| Gill Capital Partners | 19k | $499k | 100% | Dec 2025 |
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| FF Advisors | 18k | $463k | 0% | Dec 2025 |
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| Galvin, Gaustad & Stein | 18k | $453k | 0% | Dec 2025 |
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| Asset Allocation Strategies | 17k | $447k | -7% | Dec 2025 |
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| Symmetry Partner | 17k | $445k | 100% | Dec 2025 |
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| Golden Bell Financial Planning | 17k | $442k | 11% | Dec 2025 |
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| Gleason Group | 17k | $436k | 70% | Dec 2025 |
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| Change Path | 17k | $430k | 1% | Dec 2025 |
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| Revisor Wealth Management | 17k | $428k | 100% | Dec 2025 |
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| HighTower Advisors | 16k | $415k | -15% | Dec 2025 |
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| Grant Street Asset Management | 16k | $415k | 1% | Dec 2025 |
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| Chapman Financial Group | 16k | $415k | 17% | Dec 2025 |
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| Goldman Sachs Group | 16k | $402k | -87% | Dec 2025 |
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| Fiduciary Financial Group | 15k | $386k | -13% | Dec 2025 |
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| Continuum Advisory | 15k | $384k | 1% | Dec 2025 |
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| Gemmer Asset Management | 14k | $368k | 2% | Dec 2025 |
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| MSH Capital Advisors | 14k | $357k | 100% | Dec 2025 |
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| SageView Advisory Group | 13k | $344k | 24% | Dec 2025 |
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| Burling Wealth Partners | 13k | $325k | 19% | Dec 2025 |
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| Canal Capital Management | 13k | $321k | 17% | Dec 2025 |
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| CI Private Wealth | 12k | $315k | 100% | Dec 2025 |
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| CLS Investments | 12k | $308k | 0% | Dec 2025 |
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| Harbour Investments | 12k | $306k | 9% | Dec 2025 |
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| Commerce Bank N A | 11k | $292k | 100% | Dec 2025 |
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| Citadel Advisors | 11k | $281k | 100% | Sep 2025 |
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| Concurrent Investment Advisors | 11k | $282k | 100% | Dec 2025 |
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| AE Wealth Management | 11k | $280k | 1597% | Dec 2025 |
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| Thrivent Financial for Lutherans | 10k | $267k | 0% | Dec 2025 |
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| VCI Wealth Management | 10k | $266k | 1% | Dec 2025 |
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| Resources Investment Advisors | 9.8k | $253k | 100% | Dec 2025 |
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| Bedel Financial Consulting | 9.7k | $251k | -7% | Dec 2025 |
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| Ameriprise Financial | 9.5k | $245k | 10% | Dec 2025 |
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| Breakwater Capital Group | 9.3k | $241k | 0% | Dec 2025 |
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| HPM Partners | 9.3k | $239k | 100% | Dec 2025 |
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| Heartwood Wealth Advisors | 9.2k | $238k | 0% | Dec 2025 |
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| Hoxton Planning & Management | 9.0k | $233k | 100% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 8.5k | $218k | 3% | Dec 2025 |
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| Resonant Capital Advisors | 8.3k | $215k | 0% | Dec 2025 |
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| BLVD Private Wealth | 8.3k | $214k | 100% | Dec 2025 |
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| Integrity Investment Advisors | 8.2k | $212k | 100% | Dec 2025 |
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| Howe and Rusling | 8.2k | $211k | 0% | Dec 2025 |
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| Cape Investment Advisory | 7.8k | $201k | 100% | Dec 2025 |
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| Ancora Advisors | 7.5k | $194k | 100% | Dec 2025 |
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| Tower Research Capital | 6.5k | $167k | 100% | Dec 2025 |
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| West Paces Advisors | 6.0k | $155k | -9% | Dec 2025 |
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| Capital Analysts | 5.4k | $139k | 28% | Dec 2025 |
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| Larson Financial Group | 5.2k | $135k | 427% | Dec 2025 |
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| Wells Fargo & Company | 4.2k | $109k | -49% | Dec 2025 |
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| Hartland & Co | 3.3k | $84k | 1818% | Dec 2025 |
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| Root Financial Partners | 3.1k | $79k | 184% | Dec 2025 |
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| Brown Brothers Harriman & Co. | 2.7k | $69k | 100% | Dec 2025 |
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| CWM | 2.2k | $57k | -1% | Dec 2025 |
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| Aptus Capital Advisors | 1.7k | $45k | 742% | Dec 2025 |
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| JDM Financial Group | 1.5k | $38k | 100% | Dec 2025 |
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| McIlrath & Eck | 1.3k | $34k | 100% | Dec 2025 |
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| Farther Finance Advisors | 1.0k | $26k | 100% | Dec 2025 |
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| Assetmark | 738.00 | $19k | 0% | Dec 2025 |
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| CVA Family Office | 700.00 | $18k | 0% | Dec 2025 |
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| Trust | 681.00 | $18k | 100% | Dec 2025 |
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| AlphaCore Capital | 489.00 | $13k | 100% | Dec 2025 |
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| First Command Advisory Services | 455.00 | $12k | 100% | Dec 2025 |
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| Red Tortoise | 385.00 | $9.9k | 1% | Dec 2025 |
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| Atlantic Trust | 206.00 | $5.3k | 100% | Dec 2025 |
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| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 156.00 | $4.0k | 100% | Dec 2025 |
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| Maryland Capital Advisors | 139.00 | $3.6k | 0% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 89.00 | $2.3k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 30.00 | $773.001000 | 0% | Dec 2025 |
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| Smartleaf Asset Management | 23.00 | $591.999300 | 0% | Dec 2025 |
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| Frazier Financial Advisors | 15.00 | $388.000500 | 100% | Dec 2025 |
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| Mcguire Capital Advisors | 7.00 | $180.000100 | 100% | Dec 2025 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2025 | 256k | $6.6M |
| Old Mission Capital | Sep 2025 | 210k | $5.4M |
| VanderPol Investments | Sep 2025 | 25k | $647k |
| Consolidated Portfolio Review Corp | Sep 2025 | 16k | $415k |
| Susquehanna International | Sep 2025 | 11k | $283k |
| Ameritas Advisory Services | Sep 2025 | 5.5k | $142k |
| MCF Advisors | Sep 2025 | 956.00 | $25k |
| Rockefeller Capital Management | Sep 2025 | 523.00 | $13k |
| Cullen Frost Bankers | Sep 2025 | 155.00 | $4.0k |
| Bogart Wealth | Sep 2025 | 82.00 | $2.1k |
| Pflug Koory | Sep 2025 | 12.00 | $320.000400 |
| Pnc Financial Services | Sep 2025 | 7.00 | $178.999800 |