Who owns SCHWAB STRATEGIC TR?
- Ticker: SCYB
- CUSIP Number: 808524631
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
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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 |
|---|---|---|---|---|---|
| Toroso Investments | 1.6M | $43M | -2% | Sep 2025 |
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| Cornerstone Enterprises | 583k | $15M | 100% | Dec 2025 |
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| Charles Schwab Trust | 435k | $12M | 3% | Dec 2025 |
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| Dahring | Cusmano | 279k | $7.5M | 100% | Sep 2025 |
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| Strategic Financial Planning | 238k | $6.3M | 4% | Dec 2025 |
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| Breakthru Advisory Services | 229k | $6.1M | 13% | Dec 2025 |
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| L2 Asset Management | 222k | $5.9M | 18% | Sep 2025 |
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| CLS Investments | 124k | $3.3M | 2% | Dec 2025 |
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| Jones Financial Companies, L.L | 103k | $2.7M | 65622% | Sep 2025 |
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| Mfg Wealth Management | 90k | $2.4M | 0% | Dec 2025 |
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| Mma Asset Management | 72k | $1.9M | 51% | Sep 2025 |
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| JT Stratford | 69k | $1.9M | 59% | Sep 2025 |
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| Elm3 Financial Group | 64k | $1.7M | 100% | Dec 2025 |
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| Pensionmark Financial Group | 60k | $1.6M | 12% | Dec 2025 |
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| Cetera Investment Advisers | 38k | $1.0M | 7% | Dec 2025 |
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| Texas Capital Bank Wealth Management Services | 38k | $991k | 100% | Dec 2025 |
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| Buckingham Strategic Partners | 34k | $894k | 32% | Sep 2025 |
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| Harbour Investments | 31k | $839k | 137% | Sep 2025 |
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| SeaCrest Wealth Management | 31k | $813k | 100% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 31k | $805k | 100% | Dec 2025 |
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| Bogart Wealth | 29k | $766k | 2% | Dec 2025 |
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| OMNI 360 Wealth | 27k | $706k | 2% | Dec 2025 |
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| Asset Allocation Strategies | 26k | $685k | 100% | Sep 2025 |
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| Joseph P. Lucia & Associates | 25k | $653k | 30% | Dec 2025 |
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| Carnegie Capital Asset Management | 24k | $646k | 100% | Dec 2025 |
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| Evergreen Advisors | 24k | $634k | 9% | Dec 2025 |
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| Citadel Advisors | 23k | $605k | 54% | Sep 2025 |
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| Ahl Investment Management | 21k | $555k | 100% | Sep 2025 |
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| Forum Financial Management | 20k | $521k | 4% | Dec 2025 |
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| WealthBridge Capital Management | 19k | $492k | 5% | Dec 2025 |
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| Meridian Wealth Management | 17k | $442k | 96% | Dec 2025 |
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| CI Private Wealth | 16k | $420k | 100% | Dec 2025 |
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| Sightline Wealth Advisors | 16k | $414k | -8% | Dec 2025 |
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| TT Capital Management | 16k | $417k | -4% | Sep 2025 |
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| Capasso Planning Partners | 15k | $393k | -44% | Sep 2025 |
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| Integral Investment Advisors | 14k | $381k | 19% | Dec 2025 |
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| Natixis Asset Management Advisors | 14k | $371k | 100% | Dec 2025 |
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| Commonwealth Equity Services | 14k | $360k | 100% | Sep 2025 |
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| Spire Wealth Management | 14k | $355k | 61% | Dec 2025 |
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| Cambridge Investment Research Advisors | 13k | $351k | -4% | Dec 2025 |
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| Ausdal Financial Partners | 13k | $348k | -31% | Sep 2025 |
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| Mercer Global Advisors | 12k | $320k | -25% | Sep 2025 |
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| Fairfield Research Corporation | 12k | $309k | 100% | Sep 2025 |
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| WJ Interests | 11k | $296k | 0% | Dec 2025 |
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| Bennett Selby Investments | 11k | $293k | -62% | Dec 2025 |
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| IFP Advisors | 11k | $292k | 113% | Dec 2025 |
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| Brookstone Capital Management | 11k | $289k | 2% | Dec 2025 |
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| Creative Financial Designs | 11k | $279k | 8% | Dec 2025 |
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| Clearview Wealth Advisors | 9.1k | $242k | 100% | Sep 2025 |
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| Kitzinger Lautmann Capital Management | 8.9k | $234k | 100% | Dec 2025 |
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| LPL Financial | 8.8k | $233k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 8.8k | $231k | 100% | Dec 2025 |
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| Advisor Group Holdings | 8.2k | $220k | 9% | Sep 2025 |
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| Concurrent Investment Advisors | 8.1k | $213k | 100% | Dec 2025 |
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| Naples Global Advisors | 8.0k | $211k | 100% | Dec 2025 |
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| Axis Wealth Partners | 7.7k | $202k | 100% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 7.7k | $205k | 100% | Sep 2025 |
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| Farther Finance Advisors | 7.3k | $192k | -4% | Dec 2025 |
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| LGT Financial Advisors | 6.2k | $164k | 100% | Sep 2025 |
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| 1620 Investment Advisors | 5.8k | $153k | -23% | Dec 2025 |
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| Breakwater Investment Management | 3.5k | $93k | 0% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 3.3k | $88k | 100% | Dec 2025 |
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| CWM | 1.9k | $50k | 10% | Dec 2025 |
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| Larson Financial Group | 1.4k | $38k | 0% | Dec 2025 |
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| Kestra Advisory Services | 1.2k | $33k | 100% | Dec 2025 |
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| AlphaCore Capital | 1.1k | $29k | 100% | Sep 2025 |
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| Sontag Advisory | 1.0k | $27k | 100% | Sep 2025 |
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| Golden State Wealth Management | 770.00 | $21k | 0% | Sep 2025 |
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| Atlantic Trust | 758.00 | $20k | 100% | Sep 2025 |
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| Pnc Financial Services | 741.00 | $20k | 192% | Dec 2025 |
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| FMR | 629.00 | $17k | -32% | Sep 2025 |
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| BlackRock | 551.00 | $15k | 0% | Sep 2025 |
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| Assetmark | 473.00 | $13k | 0% | Dec 2025 |
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| CoreCap Advisors | 466.00 | $12k | -49% | Dec 2025 |
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| Howe and Rusling | 444.00 | $12k | -58% | Sep 2025 |
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| Hanson McClain Advisors | 368.00 | $9.8k | 776% | Sep 2025 |
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| Jpmorgan Chase & Co | 338.00 | $9.0k | 100% | Sep 2025 |
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| Peachtree Investment Partners | 336.00 | $9.0k | 2% | Sep 2025 |
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| Royal Bank of Canada | 274.00 | $7.0k | 915% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 228.00 | $6.1k | 19% | Sep 2025 |
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| PFS Partners | 221.00 | $5.8k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 194.00 | $5.2k | 1041% | Sep 2025 |
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| Root Financial Partners | 174.00 | $4.6k | 235% | Dec 2025 |
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| Goss Wealth Management | 167.00 | $4.4k | -65% | Dec 2025 |
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| Hartland & Co | 104.00 | $2.8k | 0% | Sep 2025 |
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| Franklin Resources | 103.00 | $2.7k | 100% | Dec 2025 |
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| Wells Fargo & Company | 103.00 | $2.7k | -84% | Dec 2025 |
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| TSFG | 100.00 | $3.0k | 0% | Dec 2025 |
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| Creative Capital Management Investments | 45.00 | $1.2k | 100% | Dec 2025 |
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| Signature | 27.00 | $717.001200 | 0% | Dec 2025 |
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| MAI Wealth Advisors | 25.00 | $661.000000 | 0% | Dec 2025 |
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| Darren Munn | 20.00 | $528.000000 | 100% | Dec 2025 |
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| Sound Income Strategies | 16.00 | $423.000000 | 0% | Sep 2025 |
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| AE Wealth Management | 15.00 | $396.000000 | -65% | Dec 2025 |
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| Financial Management Professionals | 14.00 | $370.000400 | 0% | Dec 2025 |
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| MCF Advisors | 12.00 | $321.000000 | 100% | Sep 2025 |
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| Smartleaf Asset Management | 10.00 | $267.000000 | 100% | Sep 2025 |
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| O'shaughnessy Asset Management | 1.00 | $27.000000 | 0% | Sep 2025 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Empowered Funds | Sep 2025 | 217k | $5.8M |
| Prevail Innovative Wealth Advisors | Sep 2025 | 29k | $772k |
| Flow Traders US | Jun 2025 | 13k | $350k |
| Captrust Financial Advisors | Jun 2025 | 8.4k | $223k |
| Old Mission Capital | Jun 2025 | 7.6k | $201k |
| SRS Capital Advisors | Jun 2025 | 1.3k | $34k |
| Raymond James Financial | Jun 2025 | 289.00 | $7.7k |
| Cullen Frost Bankers | Sep 2025 | 240.00 | $6.4k |
| Bartlett & Co. Wealth Management | Sep 2025 | 38.00 | $1.0k |