Who owns SCHWAB STRATEGIC TR?
- Ticker: SCUS
- CUSIP Number: 808524623
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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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors | 83k | $2.1M | 100% | Sep 2025 |
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| Goldman Sachs Group | 42k | $1.1M | 100% | Sep 2025 |
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| Jane Street | 35k | $879k | -21% | Sep 2025 |
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| Hummer Financial Advisory Services | 25k | $626k | -34% | Sep 2025 |
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| Coastwise Capital Group | 24k | $617k | -4% | Sep 2025 |
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| Mainstream Capital Management | 20k | $492k | 0% | Sep 2025 |
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| Sculati Wealth Management | 16k | $396k | -45% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 15k | $384k | 4% | Sep 2025 |
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| Savvy Advisors | 11k | $280k | 100% | Sep 2025 |
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| TD Waterhouse Canada | 2.4k | $60k | 0% | Sep 2025 |
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| Anfield Capital Management | 2.1k | $53k | 100% | Sep 2025 |
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| Golden State Wealth Management | 2.1k | $52k | 0% | Sep 2025 |
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| AdvisorNet Financial | 2.0k | $51k | 0% | Sep 2025 |
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| Costello Asset Management | 692.00 | $18k | -3% | Sep 2025 |
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| Global Trust Asset Management | 500.00 | $13k | 100% | Sep 2025 |
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| Vermillion Wealth Management | 497.00 | $13k | 100% | Sep 2025 |
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| Advisory Services Network | 397.00 | $10k | 100% | Sep 2025 |
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| CWM | 20.00 | $1.0k | 100% | Sep 2025 |
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| Wells Fargo & Company | 1.00 | $21.000000 | 0% | Sep 2025 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kingsview Wealth Management | Jun 2025 | 90k | $2.3M |
| Citadel Advisors | Jun 2025 | 88k | $2.2M |
| Feltz Wealth PLAN | Jun 2025 | 12k | $302k |
| UBS Group | Jun 2025 | 971.00 | $25k |