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 | 1% | Mar 2026 |
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| Bank of America Corporation | 22M | $560M | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 3.0M | $75M | 42% | Mar 2026 |
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| Streettalk Advisors | 1.5M | $38M | -1% | Mar 2026 |
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| Charles Schwab Trust | 1.1M | $27M | 11% | Jun 2026 |
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| Jane Street | 869k | $22M | 100% | Mar 2026 |
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| Pallas Capital Advisors | 845k | $22M | -5% | Mar 2026 |
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| United Capital Financial Advisers | 780k | $20M | 21% | Mar 2026 |
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| Creative Planning | 749k | $19M | 1659% | Mar 2026 |
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| Envestnet Asset Management | 726k | $19M | 401% | Mar 2026 |
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| Fort Point Capital Partners | 704k | $18M | -8% | Mar 2026 |
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| Wedmont Private Capital | 494k | $13M | 0% | Mar 2026 |
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| Old Mission Capital | 397k | $10M | 100% | Mar 2026 |
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| Quantinno Capital Management | 301k | $7.7M | 214% | Mar 2026 |
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| Mml Investors Services | 281k | $7.2M | 35% | Mar 2026 |
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| Adviser Investments | 241k | $6.1M | 0% | Mar 2026 |
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| Smith, Moore & Co. | 235k | $6.0M | 49% | Mar 2026 |
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| Garrett Investment Advisors | 225k | $5.8M | -17% | Jun 2026 |
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| Perigon Wealth Management | 212k | $5.4M | 8% | Mar 2026 |
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| Natixis Asset Management Advisors | 193k | $4.9M | 24% | Mar 2026 |
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| Ferguson Wellman Capital Management | 179k | $4.6M | 100% | Mar 2026 |
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| Myecfo | 176k | $4.5M | 2% | Mar 2026 |
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| Beaird Harris Wealth Management | 167k | $4.3M | -13% | Jun 2026 |
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| Warren Averett Asset Management | 144k | $3.7M | 607% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 142k | $3.6M | 10% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 136k | $3.5M | 7% | Mar 2026 |
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| Tower Research Capital | 134k | $3.4M | 1965% | Mar 2026 |
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| Manning & Napier Advisors | 117k | $3.0M | 9% | Mar 2026 |
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| Torrey Growth & Income Advisors | 104k | $2.6M | 100% | Mar 2026 |
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| Investment Planning Advisors | 91k | $2.3M | 10% | Mar 2026 |
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| Raymond James Financial | 88k | $2.3M | 6% | Mar 2026 |
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| Captrust Financial Advisors | 81k | $2.1M | 10% | Mar 2026 |
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| Janney Montgomery Scott | 80k | $2.0M | 0% | Mar 2026 |
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| Breakwater Investment Management | 74k | $1.9M | 8% | Mar 2026 |
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| Susquehanna International | 73k | $1.9M | 100% | Mar 2026 |
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| Donaldson Capital Management | 72k | $1.8M | 0% | Mar 2026 |
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| Cetera Investment Advisers | 68k | $1.7M | 17% | Mar 2026 |
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| O'rourke & Company | 67k | $1.7M | -10% | Mar 2026 |
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| Great Valley Advisor Group | 66k | $1.7M | 0% | Mar 2026 |
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| TSA Wealth Managment | 65k | $1.7M | 11% | Mar 2026 |
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| AQR Capital Management | 65k | $1.7M | 11% | Mar 2026 |
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| Mariner Wealth Advisors | 63k | $1.6M | -2% | Mar 2026 |
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| Compass Financial Group | 61k | $1.6M | 7% | Mar 2026 |
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| Creative Financial Designs | 61k | $1.5M | 3% | Mar 2026 |
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| NewEdge Wealth | 58k | $1.5M | 100% | Mar 2026 |
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| Shared Vision Wealth Group | 57k | $1.5M | 79% | Mar 2026 |
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| Ackerman Capital Advisors | 54k | $1.4M | -14% | Mar 2026 |
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| Meridian Wealth Management | 54k | $1.4M | 1% | Mar 2026 |
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| IFP Advisors | 53k | $1.4M | 23% | Mar 2026 |
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| Advisor Group Holdings | 53k | $1.4M | -21% | Mar 2026 |
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| Royal Bank of Canada | 51k | $1.3M | 100% | Mar 2026 |
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| Core Wealth Advisors | 50k | $1.3M | 0% | Mar 2026 |
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| Rsm Us Wealth Management | 50k | $1.3M | 100% | Mar 2026 |
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| Archer Investment Management | 49k | $1.3M | 39% | Jun 2026 |
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| Columbus Macro | 48k | $1.2M | -10% | Mar 2026 |
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| Commonwealth Equity Services | 46k | $1.2M | 84% | Mar 2026 |
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| Francis Financial | 43k | $1.1M | 0% | Mar 2026 |
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| LPL Financial | 42k | $1.1M | 22% | Mar 2026 |
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| Cambridge Investment Research Advisors | 40k | $1.0M | -7% | Mar 2026 |
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| Renaissance Technologies | 40k | $1.0M | 100% | Mar 2026 |
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| Stolz & Associates, Ps | 39k | $989k | 10% | Mar 2026 |
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| Northeast Financial Group | 38k | $978k | -4% | Mar 2026 |
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| Mercer Global Advisors | 38k | $970k | 32% | Mar 2026 |
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| Harbour Investments | 37k | $937k | 210% | Mar 2026 |
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| Legacy Wealth Management | 37k | $943k | 0% | Jun 2026 |
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| Paul Damon & Associates | 36k | $908k | 8% | Mar 2026 |
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| NewCorp Financial Services | 35k | $895k | 100% | Mar 2026 |
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| Pasadena Private Wealth | 33k | $847k | 100% | Mar 2026 |
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| Sequoia Financial Advisors | 32k | $834k | -2% | Jun 2026 |
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| Alteri Wealth | 32k | $819M | 55% | Mar 2026 |
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| Kestra Advisory Services | 32k | $813k | 2% | Mar 2026 |
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| Wescott Financial Advisory Group | 31k | $790k | 1% | Mar 2026 |
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| Gleason Group | 28k | $723k | 3% | Jun 2026 |
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| Cypress Wealth Services | 27k | $708k | 100% | Jun 2026 |
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| AdvisorNet Financial | 27k | $676k | -4% | Mar 2026 |
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| Asset Allocation Strategies | 26k | $654k | 48% | Mar 2026 |
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| LLBH Private Wealth Management | 25k | $645k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 24k | $612k | -4% | Mar 2026 |
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| Blueprint Financial Advisors | 24k | $601k | -3% | Mar 2026 |
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| Blueprint Investment Partners | 24k | $601k | -3% | Mar 2026 |
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| CAP Partners | 23k | $580k | 16% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 23k | $576k | 0% | Mar 2026 |
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| Hoxton Planning & Management | 23k | $583k | 79% | Jun 2026 |
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| Clear Creek Financial Management | 22k | $571k | 8% | Mar 2026 |
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| Advyzon Investment Management | 22k | $571k | 8% | Mar 2026 |
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| Roan Capital Partners | 21k | $544k | 29% | Jun 2026 |
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| Citadel Advisors | 21k | $535k | 100% | Mar 2026 |
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| FMR | 21k | $529k | 100% | Mar 2026 |
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| Berger Financial Group | 21k | $527k | 0% | Mar 2026 |
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| HighTower Advisors | 21k | $523k | 27% | Mar 2026 |
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| Altiora Financial Group | 20k | $510k | 0% | Mar 2026 |
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| Symmetry Partner | 20k | $500k | 14% | Mar 2026 |
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| Gill Capital Partners | 19k | $493k | 0% | Mar 2026 |
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| Change Path | 19k | $477k | 12% | Mar 2026 |
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| Golden Bell Financial Planning | 18k | $458k | 5% | Mar 2026 |
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| CoreCap Advisors | 17k | $442k | 100% | Jun 2026 |
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| Unify Financial Advisors | 17k | $433k | 0% | Mar 2026 |
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| FF Advisors | 17k | $433k | -6% | Mar 2026 |
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| Galvin, Gaustad & Stein | 17k | $425k | -5% | Mar 2026 |
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| Revisor Wealth Management | 16k | $419k | -1% | Mar 2026 |
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| Grant Street Asset Management | 16k | $413k | 1% | Mar 2026 |
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| Chapman Financial Group | 16k | $410k | 0% | Mar 2026 |
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| Spire Wealth Management | 16k | $395k | 100% | Mar 2026 |
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| Farther Finance Advisors | 15k | $398k | 77% | Jun 2026 |
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| Fiduciary Financial Group | 15k | $394k | 2% | Jun 2026 |
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| Continuum Advisory | 15k | $382k | 1% | Mar 2026 |
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| Concurrent Investment Advisors | 15k | $371k | 33% | Mar 2026 |
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| Gemmer Asset Management | 14k | $366k | 1% | Mar 2026 |
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| Advisory Alpha | 13k | $335k | 100% | Mar 2026 |
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| Burling Wealth Partners | 13k | $322k | 0% | Mar 2026 |
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| CI Private Wealth | 13k | $320k | 3% | Mar 2026 |
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| Canal Capital Management | 13k | $319k | 0% | Mar 2026 |
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| Hrt Financial | 12k | $316k | 100% | Mar 2026 |
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| Savvy Advisors | 12k | $311k | 100% | Mar 2026 |
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| January Capital Advisors | 12k | $306k | 100% | Mar 2026 |
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| Camden Capital | 12k | $303k | 100% | Mar 2026 |
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| Cape Investment Advisory | 11k | $289k | 46% | Mar 2026 |
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| Breakwater Capital Group | 11k | $292k | 16% | Jun 2026 |
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| Rosenberg Matthew Hamilton | 11k | $284k | 100% | Jun 2026 |
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| Thrivent Financial for Lutherans | 10k | $264k | 0% | Mar 2026 |
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| Colony | 10k | $256k | 100% | Mar 2026 |
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| VCI Wealth Management | 10k | $255k | -3% | Mar 2026 |
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| Resources Investment Advisors | 9.8k | $250k | 0% | Mar 2026 |
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| Bedel Financial Consulting | 9.7k | $248k | 0% | Mar 2026 |
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| Johnson Investment Counsel | 9.5k | $242k | 100% | Mar 2026 |
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| Northern Lights Advisors | 9.5k | $242k | 100% | Mar 2026 |
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| Heartwood Wealth Advisors | 9.2k | $239k | 0% | Jun 2026 |
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| RMG Wealth Management | 9.2k | $237k | 100% | Mar 2026 |
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| Mission Wealth Management | 8.7k | $223k | 100% | Mar 2026 |
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| Ameriprise Financial | 8.6k | $220k | -9% | Mar 2026 |
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| Kestra Investment Management | 8.6k | $218k | 100% | Mar 2026 |
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| Resonant Capital Advisors | 8.3k | $213k | 0% | Mar 2026 |
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| BLVD Private Wealth | 8.3k | $212k | 0% | Mar 2026 |
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| Howe and Rusling | 8.2k | $208k | 0% | Mar 2026 |
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| Ancora Advisors | 5.8k | $147k | -24% | Mar 2026 |
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| Morgan Stanley | 5.7k | $142k | -37% | Mar 2026 |
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| Larson Financial Group | 5.5k | $139k | 4% | Mar 2026 |
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| Capital Analysts | 5.4k | $138k | 0% | Mar 2026 |
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| Friedenthal Financial | 5.2k | $133k | 100% | Mar 2026 |
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| Hartland & Co | 5.0k | $128k | 54% | Mar 2026 |
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| AE Wealth Management | 4.5k | $114k | -59% | Mar 2026 |
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| Root Financial Partners | 4.4k | $111k | 42% | Mar 2026 |
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| Hanson McClain Advisors | 3.6k | $93k | 12057% | Mar 2026 |
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| CWM | 2.8k | $72k | 28% | Mar 2026 |
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| Brown Brothers Harriman & Co. | 2.7k | $69k | 0% | Mar 2026 |
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| Community Bank | 2.3k | $58k | 100% | Mar 2026 |
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| West Paces Advisors | 2.0k | $50k | -68% | Mar 2026 |
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| Aptus Capital Advisors | 1.7k | $44k | 0% | Mar 2026 |
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| Trust | 1.5k | $40k | -19% | Jun 2026 |
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| JDM Financial Group | 1.5k | $38k | 0% | Mar 2026 |
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| Wells Fargo & Company | 846.00 | $22k | -80% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 490k | $13M |
| Values Added Financial | Dec 2025 | 49k | $1.3M |
| Elequin Capital | Dec 2025 | 36k | $916k |
| Summit Financial | Dec 2025 | 31k | $803k |
| Meeder Advisory Services | Dec 2025 | 31k | $803k |
| Goldman Sachs Group | Dec 2025 | 16k | $402k |
| MSH Capital Advisors | Dec 2025 | 14k | $357k |
| CLS Investments | Dec 2025 | 12k | $308k |
| Commerce Bank N A | Dec 2025 | 11k | $292k |
| HPM Partners | Dec 2025 | 9.3k | $239k |
| Wiley Bros.-aintree Capital | Dec 2025 | 8.5k | $218k |
| Integrity Investment Advisors | Dec 2025 | 8.2k | $212k |