Who owns SCHWAB STRATEGIC TR?

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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
Goldman Sachs Group 87k $2.2M 105% Dec 2025
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Concurrent Investment Advisors 81k $2.0M -2% Dec 2025
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Flow Traders US 68k $1.7M 100% Dec 2025
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Hummer Financial Advisory Services 25k $625k 0% Dec 2025
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Coastwise Capital Group 24k $607k -1% Dec 2025
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Warren Averett Asset Management 23k $586k 100% Dec 2025
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Feltz Wealth PLAN 21k $536k 100% Dec 2025
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Mainstream Capital Management 20k $491k 0% Dec 2025
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Jane Street 18k $457k -48% Dec 2025
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Savvy Advisors 18k $441k 58% Dec 2025
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Wealth Enhancement Advisory Services 15k $384k 0% Dec 2025
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Sculati Wealth Management 14k $363k -8% Dec 2025
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James Investment Research 12k $296k 100% Dec 2025
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TD Waterhouse Canada 2.4k $60k 0% Dec 2025
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Golden State Wealth Management 2.1k $52k 0% Dec 2025
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Anfield Capital Management 1.8k $46k -13% Dec 2025
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Costello Asset Management 695.00 $18k 0% Dec 2025
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Global Trust Asset Management 500.00 $13k 0% Dec 2025
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Vermillion Wealth Management 497.00 $13k 0% Dec 2025
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Who sold out of Schwab Strategic Tr?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Jun 2025 88k $2.2M
AdvisorNet Financial Sep 2025 2.0k $51k