Who owns SCHWAB STRATEGIC TR?
- Ticker: SCUS
- CUSIP Number: 808524623
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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 1.2M | $31M | 100% | Mar 2026 |
|
| Kaizen Financial Strategies | 79k | $2.0M | 100% | Mar 2026 |
|
| Concurrent Investment Advisors | 70k | $1.8M | -13% | Mar 2026 |
|
| Integrity Advisory Solutions | 70k | $1.8M | 100% | Mar 2026 |
|
| Citadel Advisors | 66k | $1.7M | 14% | Mar 2026 |
|
| CI Private Wealth | 64k | $1.6M | 100% | Mar 2026 |
|
| Mariner Wealth Advisors | 28k | $695k | 100% | Mar 2026 |
|
| January Capital Advisors | 27k | $686k | 100% | Mar 2026 |
|
| WealthPlan Investment Management | 25k | $637k | 100% | Mar 2026 |
|
| Hummer Financial Advisory Services | 25k | $625k | 0% | Mar 2026 |
|
| Warren Averett Asset Management | 23k | $586k | 100% | Dec 2025 |
|
| Savvy Advisors | 23k | $572k | 30% | Mar 2026 |
|
| Jane Street | 22k | $550k | 20% | Mar 2026 |
|
| Coastwise Capital Group | 21k | $527k | -13% | Mar 2026 |
|
| Mainstream Capital Management | 20k | $491k | 0% | Mar 2026 |
|
| Sculati Wealth Management | 14k | $350k | -4% | Mar 2026 |
|
| James Investment Research | 13k | $338k | 14% | Mar 2026 |
|
| TD Waterhouse Canada | 2.4k | $60k | 0% | Mar 2026 |
|
| Golden State Wealth Management | 2.1k | $52k | 0% | Mar 2026 |
|
| Anfield Capital Management | 1.8k | $46k | 0% | Mar 2026 |
|
| Costello Asset Management | 695.00 | $18k | 0% | Mar 2026 |
|
| Vermillion Wealth Management | 497.00 | $13k | 0% | Mar 2026 |
|
| Wolff Wiese Magana | 100.00 | $2.5k | 100% | Mar 2026 |
|
| Wells Fargo & Company | 1.00 | $17.000000 | 100% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Dec 2025 | 87k | $2.2M |
| Flow Traders US | Dec 2025 | 68k | $1.7M |
| Feltz Wealth PLAN | Dec 2025 | 21k | $536k |
| 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 |
| CWM | Sep 2025 | 20.00 | $1.0k |