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 |
|---|---|---|---|---|---|
| Goldman Sachs Group | 87k | $2.2M | 105% | Dec 2025 |
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| Concurrent Investment Advisors | 70k | $1.8M | -13% | Mar 2026 |
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| Flow Traders US | 68k | $1.7M | 100% | Dec 2025 |
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| Citadel Advisors | 57k | $1.4M | 100% | Dec 2025 |
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| Hummer Financial Advisory Services | 25k | $625k | 0% | Mar 2026 |
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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% | Mar 2026 |
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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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| Sculati Wealth Management | 14k | $350k | -4% | Mar 2026 |
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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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| Vermillion Wealth Management | 497.00 | $13k | 0% | Mar 2026 |
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| Wolff Wiese Magana | 100.00 | $2.5k | 100% | Mar 2026 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 15k | $384k |
| Global Trust Asset Management | Dec 2025 | 500.00 | $13k |
| Advisory Services Network | Sep 2025 | 397.00 | $10k |