Who owns SCHWAB STRATEGIC TR?
- Ticker: SCMB
- CUSIP Number: 808524649
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|
| Bank of America Corporation | 22M | $560M | 100% | Mar 2026 |
|
| Jones Financial Companies, L.L | 2.1M | $54M | 18% | Dec 2025 |
|
| Streettalk Advisors | 1.5M | $38M | -1% | Mar 2026 |
|
| Charles Schwab Trust | 950k | $24M | 4% | Mar 2026 |
|
| Jane Street | 869k | $22M | 100% | Mar 2026 |
|
| Pallas Capital Advisors | 845k | $22M | -5% | Mar 2026 |
|
| United Capital Financial Advisers | 780k | $20M | 21% | Mar 2026 |
|
| Fort Point Capital Partners | 762k | $20M | 6% | Dec 2025 |
|
| Creative Planning | 749k | $19M | 1659% | Mar 2026 |
|
| Envestnet Asset Management | 726k | $19M | 401% | Mar 2026 |
|
| Wedmont Private Capital | 494k | $13M | 0% | Mar 2026 |
|
| Quantinno Capital Management | 301k | $7.7M | 214% | Mar 2026 |
|
| Mml Investors Services | 281k | $7.2M | 35% | Mar 2026 |
|
| Garrett Investment Advisors | 272k | $6.9M | -7% | Mar 2026 |
|
| Adviser Investments | 241k | $6.1M | 0% | Mar 2026 |
|
| Smith, Moore & Co. | 235k | $6.0M | 49% | Mar 2026 |
|
| Perigon Wealth Management | 212k | $5.4M | 8% | Mar 2026 |
|
| Beaird Harris Wealth Management | 205k | $5.3M | -3% | Dec 2025 |
|
| Natixis Asset Management Advisors | 193k | $4.9M | 24% | Mar 2026 |
|
| Ferguson Wellman Capital Management | 179k | $4.6M | 100% | Mar 2026 |
|
| Myecfo | 176k | $4.5M | 2% | Mar 2026 |
|
| Cornerstone Advisors Asset Management | 142k | $3.6M | 10% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 136k | $3.5M | 7% | Mar 2026 |
|
| Pure Portfolios Holdings | 123k | $3.2M | 2% | Dec 2025 |
|
| Manning & Napier Advisors | 117k | $3.0M | 9% | Mar 2026 |
|
| Torrey Growth & Income Advisors | 104k | $2.6M | 100% | Mar 2026 |
|
| Investment Planning Advisors | 91k | $2.3M | 10% | Mar 2026 |
|
| Raymond James Financial | 84k | $2.2M | 33% | Dec 2025 |
|
| Janney Montgomery Scott | 80k | $2.0M | 0% | Mar 2026 |
|
| O'rourke & Company | 74k | $1.9M | 3% | Dec 2025 |
|
| Captrust Financial Advisors | 73k | $1.9M | 37% | Dec 2025 |
|
| Donaldson Capital Management | 72k | $1.8M | 0% | Mar 2026 |
|
| Breakwater Investment Management | 68k | $1.8M | 70% | Dec 2025 |
|
| Cetera Investment Advisers | 68k | $1.7M | 17% | Mar 2026 |
|
| Advisor Group Holdings | 67k | $1.7M | 58% | Dec 2025 |
|
| Great Valley Advisor Group | 66k | $1.7M | 0% | Mar 2026 |
|
| TSA Wealth Managment | 65k | $1.7M | 11% | Mar 2026 |
|
| AQR Capital Management | 65k | $1.7M | 11% | Mar 2026 |
|
| Mariner Wealth Advisors | 63k | $1.6M | -2% | Mar 2026 |
|
| Compass Financial Group | 61k | $1.6M | 7% | Mar 2026 |
|
| Creative Financial Designs | 61k | $1.5M | 3% | Mar 2026 |
|
| NewEdge Wealth | 58k | $1.5M | 100% | Mar 2026 |
|
| Shared Vision Wealth Group | 57k | $1.5M | 79% | Mar 2026 |
|
| Ackerman Capital Advisors | 54k | $1.4M | -14% | Mar 2026 |
|
| Meridian Wealth Management | 54k | $1.4M | 1% | Mar 2026 |
|
| IFP Advisors | 53k | $1.4M | 23% | Mar 2026 |
|
| Royal Bank of Canada | 51k | $1.3M | -37% | Mar 2026 |
|
| Core Wealth Advisors | 50k | $1.3M | 0% | Mar 2026 |
|
| Rsm Us Wealth Management | 50k | $1.3M | 100% | Mar 2026 |
|
| Columbus Macro | 48k | $1.2M | -10% | Mar 2026 |
|
| Commonwealth Equity Services | 46k | $1.2M | 84% | Mar 2026 |
|
| Francis Financial | 43k | $1.1M | 0% | Mar 2026 |
|
| LPL Financial | 42k | $1.1M | 22% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 40k | $1.0M | -7% | Mar 2026 |
|
| Stolz & Associates, Ps | 39k | $989k | 10% | Mar 2026 |
|
| Northeast Financial Group | 38k | $978k | -4% | Mar 2026 |
|
| Mercer Global Advisors | 38k | $970k | 32% | Mar 2026 |
|
| Harbour Investments | 37k | $937k | 210% | Mar 2026 |
|
| Legacy Wealth Management | 37k | $930k | 4% | Mar 2026 |
|
| Paul Damon & Associates | 36k | $908k | 8% | Mar 2026 |
|
| Archer Investment Management | 35k | $897k | 100% | Mar 2026 |
|
| NewCorp Financial Services | 35k | $895k | 100% | Mar 2026 |
|
| Pasadena Private Wealth | 33k | $847k | 100% | Mar 2026 |
|
| Sequoia Financial Advisors | 33k | $843k | 20% | Mar 2026 |
|
| Alteri Wealth | 32k | $819M | 55% | Mar 2026 |
|
| Kestra Advisory Services | 32k | $813k | 2% | Mar 2026 |
|
| Wescott Financial Advisory Group | 31k | $790k | 1% | Mar 2026 |
|
| Gleason Group | 27k | $692k | 61% | Mar 2026 |
|
| AdvisorNet Financial | 27k | $676k | -4% | Mar 2026 |
|
| Asset Allocation Strategies | 26k | $654k | 48% | Mar 2026 |
|
| LLBH Private Wealth Management | 25k | $651k | 2% | Dec 2025 |
|
| Blueprint Investment Partners | 24k | $625k | 0% | Dec 2025 |
|
| MAI Wealth Advisors | 24k | $612k | -4% | Mar 2026 |
|
| Blueprint Financial Advisors | 24k | $601k | -3% | Mar 2026 |
|
| CAP Partners | 23k | $580k | 16% | Mar 2026 |
|
| Peapack Gladstone Financial Corp | 23k | $576k | 0% | Mar 2026 |
|
| Clear Creek Financial Management | 22k | $571k | 8% | Mar 2026 |
|
| Advyzon Investment Management | 22k | $571k | 8% | Mar 2026 |
|
| Citadel Advisors | 21k | $535k | 100% | Mar 2026 |
|
| Berger Financial Group | 21k | $527k | 0% | Mar 2026 |
|
| HighTower Advisors | 21k | $523k | 27% | Mar 2026 |
|
| Warren Averett Asset Management | 20k | $526k | 17% | Dec 2025 |
|
| Altiora Financial Group | 20k | $510k | 0% | Mar 2026 |
|
| Symmetry Partner | 20k | $500k | 14% | Mar 2026 |
|
| Gill Capital Partners | 19k | $493k | 0% | Mar 2026 |
|
| Change Path | 19k | $477k | 12% | Mar 2026 |
|
| Golden Bell Financial Planning | 18k | $458k | 5% | Mar 2026 |
|
| Galvin, Gaustad & Stein | 18k | $453k | 0% | Dec 2025 |
|
| Unify Financial Advisors | 17k | $433k | 0% | Mar 2026 |
|
| FF Advisors | 17k | $433k | -6% | Mar 2026 |
|
| Revisor Wealth Management | 16k | $419k | -1% | Mar 2026 |
|
| Roan Capital Partners | 16k | $416k | 100% | Mar 2026 |
|
| Grant Street Asset Management | 16k | $413k | 1% | Mar 2026 |
|
| Chapman Financial Group | 16k | $410k | 0% | Mar 2026 |
|
| Spire Wealth Management | 16k | $395k | 100% | Mar 2026 |
|
| Continuum Advisory | 15k | $382k | 1% | Mar 2026 |
|
| Fiduciary Financial Group | 15k | $382k | 0% | Mar 2026 |
|
| Concurrent Investment Advisors | 15k | $371k | 33% | Mar 2026 |
|
| Gemmer Asset Management | 14k | $366k | 1% | Mar 2026 |
|
| Nalls Sherbakoff Group | 14k | $360k | 38% | Dec 2025 |
|
| SageView Advisory Group | 13k | $344k | 24% | Dec 2025 |
|
| Advisory Alpha | 13k | $335k | 100% | Mar 2026 |
|
| Burling Wealth Partners | 13k | $322k | 0% | Mar 2026 |
|
| Hoxton Planning & Management | 13k | $321k | 40% | Mar 2026 |
|
| CI Private Wealth | 13k | $320k | 3% | Mar 2026 |
|
| Canal Capital Management | 13k | $319k | 0% | Mar 2026 |
|
| Hrt Financial | 12k | $316k | 100% | Mar 2026 |
|
| Savvy Advisors | 12k | $311k | 100% | Mar 2026 |
|
| January Capital Advisors | 12k | $306k | 100% | Mar 2026 |
|
| Camden Capital | 12k | $303k | 100% | Mar 2026 |
|
| Thrivent Financial for Lutherans | 10k | $264k | 0% | Mar 2026 |
|
| VCI Wealth Management | 10k | $255k | -3% | Mar 2026 |
|
| Resources Investment Advisors | 9.8k | $250k | 0% | Mar 2026 |
|
| Breakwater Capital Group | 9.8k | $249k | 4% | Mar 2026 |
|
| Bedel Financial Consulting | 9.7k | $248k | 0% | Mar 2026 |
|
| Johnson Investment Counsel | 9.5k | $242k | 100% | Mar 2026 |
|
| Northern Lights Advisors | 9.5k | $242k | 100% | Mar 2026 |
|
| Heartwood Wealth Advisors | 9.2k | $236k | 0% | Mar 2026 |
|
| RMG Wealth Management | 9.2k | $237k | 100% | Mar 2026 |
|
| Mission Wealth Management | 8.7k | $223k | 100% | Mar 2026 |
|
| Farther Finance Advisors | 8.7k | $222k | 771% | Mar 2026 |
|
| Ameriprise Financial | 8.6k | $220k | -9% | Mar 2026 |
|
| Kestra Investment Management | 8.6k | $218k | 100% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 8.5k | $218k | 3% | Dec 2025 |
|
| Resonant Capital Advisors | 8.3k | $213k | 0% | Mar 2026 |
|
| BLVD Private Wealth | 8.3k | $212k | 0% | Mar 2026 |
|
| Howe and Rusling | 8.2k | $208k | 0% | Mar 2026 |
|
| Cape Investment Advisory | 7.8k | $201k | 100% | Dec 2025 |
|
| Tower Research Capital | 6.5k | $167k | 100% | Dec 2025 |
|
| Ancora Advisors | 5.8k | $147k | -24% | Mar 2026 |
|
| Morgan Stanley | 5.7k | $142k | -37% | Mar 2026 |
|
| Capital Analysts | 5.4k | $138k | 0% | Mar 2026 |
|
| Larson Financial Group | 5.2k | $135k | 427% | Dec 2025 |
|
| Friedenthal Financial | 5.2k | $133k | 100% | Mar 2026 |
|
| Hartland & Co | 5.0k | $128k | 54% | Mar 2026 |
|
| AE Wealth Management | 4.5k | $114k | -59% | Mar 2026 |
|
| Root Financial Partners | 4.4k | $111k | 42% | Mar 2026 |
|
| Brown Brothers Harriman & Co. | 2.7k | $69k | 0% | Mar 2026 |
|
| Community Bank | 2.3k | $58k | 100% | Mar 2026 |
|
| CWM | 2.2k | $57k | -1% | Dec 2025 |
|
| West Paces Advisors | 2.0k | $50k | -68% | Mar 2026 |
|
| Trust | 1.9k | $48k | 178% | Mar 2026 |
|
| Aptus Capital Advisors | 1.7k | $44k | 0% | Mar 2026 |
|
| JDM Financial Group | 1.5k | $38k | 0% | Mar 2026 |
|
| McIlrath & Eck | 1.3k | $34k | 0% | Mar 2026 |
|
| Assetmark | 1.0k | $26k | 40% | Mar 2026 |
|
| Wells Fargo & Company | 846.00 | $22k | -80% | Mar 2026 |
|
| Bank Of Montreal | 749.00 | $19k | 100% | Mar 2026 |
|
| Ronald Blue Trust | 728.00 | $19k | 100% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 902k | $23M |
| Wealth Enhancement Advisory Services | Dec 2025 | 490k | $13M |
| Old Mission Capital | Sep 2025 | 210k | $5.4M |
| 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 |
| VanderPol Investments | Sep 2025 | 25k | $647k |
| 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 |
| Susquehanna International | Sep 2025 | 11k | $283k |
| HPM Partners | Dec 2025 | 9.3k | $239k |
| Integrity Investment Advisors | Dec 2025 | 8.2k | $212k |