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 | 75M | $1.9B | 13% | Jun 2026 |
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| Sixth Street Partners Management Company | 75M | $1.9B | 100% | Jun 2026 |
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| Bank of America Corporation | 23M | $603M | 6% | Jun 2026 |
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| Jones Financial Companies, L.L | 3.5M | $90M | 17% | Jun 2026 |
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| Streettalk Advisors | 1.5M | $38M | -1% | Jun 2026 |
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| Charles Schwab Trust | 1.1M | $27M | 11% | Jun 2026 |
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| Fort Point Capital Partners | 1.0M | $26M | 44% | Jun 2026 |
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| Pallas Capital Advisors | 919k | $24M | 9% | Jun 2026 |
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| United Capital Financial Advisers | 904k | $23M | 16% | Jun 2026 |
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| Envestnet Asset Management | 861k | $22M | 19% | Jun 2026 |
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| Wedmont Private Capital | 495k | $13M | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 386k | $9.9M | 100% | Jun 2026 |
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| Smith, Moore & Co. | 330k | $8.5M | 41% | Jun 2026 |
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| Quantinno Capital Management | 306k | $7.9M | 2% | Jun 2026 |
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| Adviser Investments | 280k | $7.2M | 16% | Jun 2026 |
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| Renaissance Technologies | 276k | $7.1M | 594% | Jun 2026 |
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| Garrett Investment Advisors | 225k | $5.8M | -17% | Jun 2026 |
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| Perigon Wealth Management | 223k | $5.8M | 5% | Jun 2026 |
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| Citadel Advisors | 222k | $5.7M | 957% | Jun 2026 |
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| Jpmorgan Chase & Co | 217k | $5.6M | 100% | Jun 2026 |
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| Mml Investors Services | 177k | $4.6M | -37% | Jun 2026 |
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| Myecfo | 167k | $4.3M | -5% | Jun 2026 |
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| Beaird Harris Wealth Management | 167k | $4.3M | -13% | Jun 2026 |
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| Manning & Napier Advisors | 157k | $4.0M | 34% | Jun 2026 |
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| Warren Averett Asset Management | 154k | $4.0M | 7% | Jun 2026 |
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| Compass Financial Group | 150k | $3.9M | 144% | Jun 2026 |
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| Raymond James Financial | 149k | $3.8M | 68% | Jun 2026 |
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| LPL Financial | 147k | $3.8M | 248% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 136k | $3.5M | 0% | Jun 2026 |
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| Natixis Asset Management Advisors | 125k | $3.2M | -35% | Jun 2026 |
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| Shared Vision Wealth Group | 118k | $3.1M | 107% | Jun 2026 |
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| Mariner Wealth Advisors | 117k | $3.0M | 84% | Jun 2026 |
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| Captrust Financial Advisors | 115k | $3.0M | 42% | Jun 2026 |
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| Ferguson Wellman Capital Management | 112k | $2.9M | -37% | Jun 2026 |
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| Goldman Sachs Group | 100k | $2.6M | 100% | Jun 2026 |
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| Cornerstone Advisors Asset Management | 95k | $2.5M | -33% | Jun 2026 |
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| Investment Planning Advisors | 91k | $2.3M | 0% | Jun 2026 |
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| Advisor Group Holdings | 85k | $2.2M | 61% | Jun 2026 |
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| Janney Montgomery Scott | 80k | $2.1M | 0% | Jun 2026 |
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| Breakwater Investment Management | 76k | $1.9M | 3% | Jun 2026 |
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| Creative Planning | 72k | $1.9M | -90% | Jun 2026 |
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| Donaldson Capital Management | 72k | $1.9M | 0% | Jun 2026 |
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| O'rourke & Company | 71k | $1.8M | 6% | Jun 2026 |
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| Cetera Investment Advisers | 68k | $1.7M | 0% | Jun 2026 |
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| Great Valley Advisor Group | 66k | $1.7M | 0% | Jun 2026 |
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| Copper Harbor Investment Advisors | 63k | $1.6M | 100% | Jun 2026 |
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| TSA Wealth Managment | 62k | $1.6M | -5% | Jun 2026 |
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| Creative Financial Designs | 61k | $1.6M | 0% | Jun 2026 |
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| AQR Capital Management | 58k | $1.5M | -12% | Jun 2026 |
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| Old Mission Capital | 57k | $1.5M | -86% | Jun 2026 |
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| Rsm Us Wealth Management | 54k | $1.4M | 8% | Jun 2026 |
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| NewEdge Wealth | 53k | $1.4M | -8% | Jun 2026 |
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| Columbus Macro | 53k | $1.4M | 12% | Jun 2026 |
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| Meridian Wealth Management | 53k | $1.4M | -2% | Jun 2026 |
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| Torrey Growth & Income Advisors | 53k | $1.4M | -49% | Jun 2026 |
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| Ackerman Capital Advisors | 51k | $1.3M | -6% | Jun 2026 |
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| Core Wealth Advisors | 50k | $1.3M | -1% | Jun 2026 |
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| Archer Investment Management | 49k | $1.3M | 39% | Jun 2026 |
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| Pasadena Private Wealth | 45k | $1.2M | 35% | Jun 2026 |
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| Mercer Global Advisors | 43k | $1.1M | 14% | Jun 2026 |
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| Royal Bank of Canada | 43k | $1.1M | -16% | Jun 2026 |
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| Francis Financial | 42k | $1.1M | -1% | Jun 2026 |
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| Paul Damon & Associates | 41k | $1.1M | 15% | Jun 2026 |
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| Acorn Wealth Advisors | 40k | $1.0M | 100% | Jun 2026 |
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| IFP Advisors | 40k | $1.0M | -25% | Jun 2026 |
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| Integrity Alliance | 39k | $1.0M | 100% | Jun 2026 |
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| Stolz & Associates, Ps | 39k | $996k | 0% | Jun 2026 |
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| Northeast Financial Group | 38k | $978k | -4% | Mar 2026 |
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| Kestra Advisory Services | 38k | $990k | 20% | Jun 2026 |
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| Harbour Investments | 38k | $979k | 3% | Jun 2026 |
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| Legacy Wealth Management | 37k | $943k | 0% | Jun 2026 |
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| Asset Allocation Strategies | 34k | $868k | 31% | Jun 2026 |
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| FMR | 34k | $867k | 62% | Jun 2026 |
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| Cambridge Investment Research Advisors | 33k | $855k | -17% | Jun 2026 |
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| Sequoia Financial Advisors | 32k | $834k | -2% | Jun 2026 |
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| Alteri Wealth | 32k | $828M | 0% | Jun 2026 |
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| Wescott Financial Advisory Group | 31k | $807k | 1% | Jun 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 | 26k | $679k | -1% | Jun 2026 |
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| CAP Partners | 26k | $677k | 15% | Jun 2026 |
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| MAI Wealth Advisors | 26k | $668k | 8% | Jun 2026 |
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| Accredited Investors | 26k | $663k | 100% | Jun 2026 |
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| Advyzon Investment Management | 26k | $661k | 14% | Jun 2026 |
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| Clear Creek Financial Management | 26k | $659k | 14% | Jun 2026 |
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| LLBH Private Wealth Management | 25k | $656k | 0% | Jun 2026 |
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| Symmetry Partner | 24k | $629k | 24% | Jun 2026 |
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| Blueprint Investment Partners | 24k | $609k | 0% | Jun 2026 |
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| Blueprint Financial Advisors | 24k | $609k | 0% | Jun 2026 |
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| Hoxton Planning & Management | 23k | $583k | 79% | Jun 2026 |
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| Change Path | 22k | $561k | 16% | Jun 2026 |
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| Roan Capital Partners | 21k | $544k | 29% | Jun 2026 |
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| Berger Financial Group | 21k | $535k | 0% | Jun 2026 |
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| Commonwealth Equity Services | 21k | $529k | -55% | Jun 2026 |
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| Altiora Financial Group | 20k | $516k | 0% | Jun 2026 |
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| HighTower Advisors | 20k | $511k | -4% | Jun 2026 |
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| Advisory Services Network | 19k | $501k | 100% | Jun 2026 |
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| Gill Capital Partners | 19k | $500k | 0% | Jun 2026 |
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| Golden Bell Financial Planning | 18k | $467k | 1% | Jun 2026 |
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| Signature Estate and Investment Advisors | 17k | $449k | 100% | Jun 2026 |
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| CoreCap Advisors | 17k | $442k | 100% | Jun 2026 |
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| Peapack Gladstone Financial Corp | 17k | $441k | -24% | Jun 2026 |
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| Unify Financial Advisors | 17k | $439k | 0% | Jun 2026 |
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| CI Private Wealth | 17k | $436k | 34% | Jun 2026 |
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| FF Advisors | 17k | $434k | 0% | Jun 2026 |
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| Kingswood Wealth Advisors | 17k | $431k | 100% | Jun 2026 |
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| Galvin, Gaustad & Stein | 17k | $430k | 0% | Jun 2026 |
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| Grant Street Asset Management | 16k | $422k | 1% | Jun 2026 |
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| Chapman Financial Group | 16k | $416k | 0% | Jun 2026 |
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| Continuum Advisory | 16k | $411k | 6% | Jun 2026 |
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| Carrera Capital Advisors | 16k | $411k | 100% | Jun 2026 |
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| HPM Partners | 16k | $404k | 100% | Jun 2026 |
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| Spire Wealth Management | 16k | $404k | 1% | Jun 2026 |
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| Action Point Financial Planning | 16k | $399k | 100% | Jun 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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| Compass Financial Management | 15k | $390k | 100% | Jun 2026 |
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| SageView Advisory Group | 15k | $388k | 12% | Jun 2026 |
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| Gemmer Asset Management | 15k | $374k | 1% | Jun 2026 |
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| Nalls Sherbakoff Group | 15k | $373k | 0% | Jun 2026 |
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| Revisor Wealth Management | 14k | $365k | -14% | Jun 2026 |
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| Advisory Alpha | 14k | $352k | 3% | Jun 2026 |
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| Intentional Wealth Strategies | 14k | $350k | 100% | Jun 2026 |
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| Colony | 13k | $334k | 29% | Jun 2026 |
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| Canal Capital Management | 13k | $326k | 1% | Jun 2026 |
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| Savvy Advisors | 12k | $315k | 0% | Jun 2026 |
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| January Capital Advisors | 12k | $311k | 0% | Jun 2026 |
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| Camden Capital | 12k | $310k | 1% | Jun 2026 |
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| Ieq Capital | 12k | $310k | 100% | Jun 2026 |
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| Concurrent Investment Advisors | 12k | $305k | -19% | Jun 2026 |
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| Values Added Financial | 12k | $298k | 100% | Jun 2026 |
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| Cape Investment Advisory | 11k | $296k | 1% | Jun 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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| Keystone Wealth Services | 11k | $281k | 100% | Jun 2026 |
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| Foundations Investment Advisors | 11k | $276k | 100% | Jun 2026 |
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| Thrivent Financial for Lutherans | 10k | $268k | 0% | Jun 2026 |
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| Pinnacle Bank | 10k | $264k | 100% | Jun 2026 |
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| Greenspring Advisors | 9.7k | $252k | 100% | Jun 2026 |
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| Bedel Financial Consulting | 9.7k | $251k | 0% | Jun 2026 |
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| Johnson Investment Counsel | 9.5k | $246k | 0% | Jun 2026 |
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| Heartwood Wealth Advisors | 9.2k | $239k | 0% | Jun 2026 |
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| XTX Topco | 9.1k | $234k | 100% | Jun 2026 |
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| VCI Wealth Management | 9.0k | $232k | -10% | Jun 2026 |
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| Northern Lights Advisors | 8.9k | $230k | -6% | Jun 2026 |
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| Fisher Investments | 8.7k | $225k | 100% | Jun 2026 |
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| Ameriprise Financial | 8.6k | $223k | 0% | Jun 2026 |
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| Resonant Capital Advisors | 8.3k | $216k | 0% | Jun 2026 |
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| Lido Advisors | 8.3k | $213k | 100% | Jun 2026 |
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| Hayek-Kallen Investment Management | 8.0k | $207k | 100% | Jun 2026 |
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| Mission Wealth Management | 7.8k | $201k | -11% | Jun 2026 |
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| Morgan Stanley | 5.7k | $142k | -37% | Mar 2026 |
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| Tower Research Capital | 3.0k | $78k | -98% | Jun 2026 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 869k | $22M |
| Susquehanna International | Mar 2026 | 73k | $1.9M |
| NewCorp Financial Services | Mar 2026 | 35k | $895k |
| Burling Wealth Partners | Mar 2026 | 13k | $322k |
| Hrt Financial | Mar 2026 | 12k | $316k |
| Resources Investment Advisors | Mar 2026 | 9.8k | $250k |
| RMG Wealth Management | Mar 2026 | 9.2k | $237k |
| Kestra Investment Management | Mar 2026 | 8.6k | $218k |
| BLVD Private Wealth | Mar 2026 | 8.3k | $212k |
| Howe and Rusling | Mar 2026 | 8.2k | $208k |