Who owns SCHWAB STRATEGIC TR?
- Ticker: SCYB
- CUSIP Number: 808524631
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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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 4.0M | $213M | 1211% | Sep 2024 |
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| Charles Schwab Trust | 77k | $4.1M | 100% | Sep 2024 |
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| Capasso Planning Partners | 35k | $1.9M | -18% | Sep 2024 |
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| Jane Street | 14k | $748k | 100% | Sep 2024 |
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| Columbus Macro | 8.4k | $224k | 101% | Sep 2024 |
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| Envestnet Asset Management | 4.3k | $228k | 1% | Sep 2024 |
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| Cetera Investment Advisers | 4.2k | $219k | 0% | Jun 2024 |
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| WealthBridge Capital Management | 4.2k | $227k | 100% | Sep 2024 |
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| Sightline Wealth Advisors | 4.1k | $218k | 2% | Sep 2024 |
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| Advisor Group Holdings | 2.2k | $116k | 100% | Sep 2024 |
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| Bank of America Corporation | 2.1k | $114k | -32% | Sep 2024 |
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| Breakwater Investment Management | 1.7k | $88k | 0% | Sep 2024 |
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| CWM | 1.1k | $57k | -27% | Sep 2024 |
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| IFP Advisors | 1.0k | $52k | 0% | Jun 2024 |
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| Creative Financial Designs | 937.00 | $50k | 0% | Sep 2024 |
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| Larson Financial Group | 302.00 | $16k | 100% | Sep 2024 |
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| CoreCap Advisors | 272.00 | $15k | 100% | Sep 2024 |
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| Signature | 198.00 | $11k | 100% | Sep 2024 |
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| Hartland & Co | 52.00 | $2.8k | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 52.00 | $2.8k | 100% | Sep 2024 |
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| Sound Income Strategies | 8.00 | $428.000000 | 0% | Sep 2024 |
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| Cassady Schiller Wealth Management | 7.00 | $376.999700 | 100% | Sep 2024 |
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| Financial Management Professionals | 7.00 | $0 | 100% | Sep 2024 |
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| Global Retirement Partners | 4.00 | $214.000000 | 100% | Sep 2024 |
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| Proequities | 2.00 | $107k | 100% | Sep 2024 |
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| O'shaughnessy Asset Management | 1.00 | $27.000000 | 100% | Sep 2024 |
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| Armstrong Advisory Group | 1.00 | $54.000000 | 100% | Sep 2024 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2024 | 64k | $3.3M |
| Americana Partners | Jun 2024 | 20k | $1.0M |
| Flow Traders US | Jun 2024 | 12k | $599k |
| Mariner Wealth Advisors | Jun 2024 | 6.9k | $356k |
| Glassman Wealth Services | Jun 2024 | 307.00 | $16k |