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 |
|---|---|---|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY | 2.6M | $2.6M | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 1.0M | $26M | -15% | Jun 2026 |
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| Citadel Advisors | 273k | $6.9M | 317% | Jun 2026 |
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| Kaizen Financial Strategies | 152k | $3.8M | 255% | Sep 2026 |
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| Integrity Advisory Solutions | 90k | $2.3M | 29% | Jun 2026 |
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| Savvy Advisors | 58k | $1.4M | 154% | Jun 2026 |
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| Concurrent Investment Advisors | 50k | $1.2M | -2% | Sep 2026 |
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| Jane Street | 42k | $1.1M | 93% | Jun 2026 |
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| WealthPlan Investment Management | 35k | $885k | 10% | Sep 2026 |
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| Mariner Wealth Advisors | 33k | $833k | 20% | Jun 2026 |
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| Warren Averett Asset Management | 27k | $667k | 1% | Jun 2026 |
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| Hummer Financial Advisory Services | 25k | $623k | 0% | Sep 2026 |
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| Susquehanna International | 24k | $598k | 100% | Jun 2026 |
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| Coastwise Capital Group | 21k | $524k | 0% | Jun 2026 |
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| James Investment Research | 17k | $423k | 3% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 16k | $402k | 0% | Sep 2026 |
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| Mainstream Capital Management | 14k | $363k | 0% | Sep 2026 |
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| January Capital Advisors | 14k | $346k | -50% | Jun 2026 |
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| Hrt Financial | 14k | $345k | 100% | Jun 2026 |
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| Mann Financial Group | 13k | $335k | 48% | Sep 2026 |
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| Sculati Wealth Management | 13k | $315k | -2% | Sep 2026 |
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| Auctus Advisors | 12k | $300k | 0% | Sep 2026 |
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| Brookstone Capital Management | 10k | $253k | 100% | Sep 2026 |
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| Equitable Trust | 10k | $251k | 0% | Sep 2026 |
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| Colony | 10k | $252k | 100% | Jun 2026 |
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| Trust | 5.4k | $134k | 100% | Sep 2026 |
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| TD Waterhouse Canada | 2.4k | $60k | 0% | Sep 2026 |
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| Golden State Wealth Management | 2.1k | $52k | 0% | Jun 2026 |
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| Costello Asset Management | 695.00 | $18k | 0% | Jun 2026 |
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| Wolff Wiese Magana | 102.00 | $2.6k | 1% | Sep 2026 |
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| Wells Fargo & Company | 1.00 | $24.000000 | 0% | Jun 2026 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CI Private Wealth | Mar 2026 | 64k | $1.6M |
| Vermillion Wealth Management | Jun 2026 | 497.00 | $13k |
| Princeton Global Asset Management | Jun 2026 | 207.00 | $5.2k |