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 |
|---|---|---|---|---|---|
| Toroso Investments | 1.6M | $43M | -2% | Sep 2025 |
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| Charles Schwab Trust | 421k | $11M | 10% | Sep 2025 |
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| Dahring | Cusmano | 279k | $7.5M | 100% | Sep 2025 |
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| Strategic Financial Planning | 229k | $6.1M | 6% | Sep 2025 |
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| L2 Asset Management | 222k | $5.9M | 18% | Sep 2025 |
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| Empowered Funds | 217k | $5.8M | 37% | Sep 2025 |
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| Breakthru Advisory Services | 203k | $5.4M | 100% | Sep 2025 |
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| CLS Investments | 122k | $3.3M | 100% | Sep 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 | 100% | Sep 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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| Pensionmark Financial Group | 54k | $1.4M | 37% | Sep 2025 |
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| Cetera Investment Advisers | 36k | $952k | 15% | Sep 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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| Bennett Selby Investments | 29k | $773k | 100% | Sep 2025 |
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| Prevail Innovative Wealth Advisors | 29k | $772k | 100% | Sep 2025 |
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| Bogart Wealth | 29k | $761k | 2% | Sep 2025 |
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| OMNI 360 Wealth | 26k | $696k | 3% | Sep 2025 |
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| Asset Allocation Strategies | 26k | $685k | 100% | Sep 2025 |
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| Principia Wealth Advisory | 26k | $678k | 100% | Jun 2025 |
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| Citadel Advisors | 23k | $605k | 54% | Sep 2025 |
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| Evergreen Advisors | 22k | $584k | 100% | Jun 2025 |
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| Ahl Investment Management | 21k | $555k | 100% | Sep 2025 |
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| Forum Financial Management | 19k | $509k | 85% | Sep 2025 |
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| Joseph P. Lucia & Associates | 19k | $508k | 3% | Sep 2025 |
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| WealthBridge Capital Management | 18k | $473k | 2% | Sep 2025 |
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| Sightline Wealth Advisors | 17k | $457k | 100% | Sep 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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| Cambridge Investment Research Advisors | 14k | $371k | 72% | Sep 2025 |
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| Commonwealth Equity Services | 14k | $360k | 100% | Sep 2025 |
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| Ausdal Financial Partners | 13k | $348k | -31% | Sep 2025 |
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| Integral Investment Advisors | 12k | $325k | 40% | 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 | $300k | 0% | Sep 2025 |
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| Brookstone Capital Management | 11k | $286k | 3% | Sep 2025 |
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| Creative Financial Designs | 9.7k | $260k | 215% | Sep 2025 |
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| Clearview Wealth Advisors | 9.1k | $242k | 100% | Sep 2025 |
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| Meridian Wealth Management | 8.5k | $228k | 100% | Sep 2025 |
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| Spire Wealth Management | 8.4k | $223k | 100% | Sep 2025 |
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| Advisor Group Holdings | 8.2k | $220k | 9% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 7.7k | $205k | 100% | Sep 2025 |
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| Farther Finance Advisors | 7.6k | $202k | -23% | Sep 2025 |
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| 1620 Investment Advisors | 7.5k | $201k | 100% | Sep 2025 |
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| LGT Financial Advisors | 6.2k | $164k | 100% | Sep 2025 |
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| IFP Advisors | 5.2k | $138k | 68% | Sep 2025 |
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| Breakwater Investment Management | 3.5k | $94k | 0% | Sep 2025 |
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| CWM | 1.7k | $46k | -21% | Sep 2025 |
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| Larson Financial Group | 1.4k | $38k | -8% | Sep 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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| CoreCap Advisors | 908.00 | $24k | -33% | 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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| Wells Fargo & Company | 654.00 | $18k | 100% | Sep 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 | 865% | Sep 2025 |
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| Goss Wealth Management | 471.00 | $13k | 55% | Sep 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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| Pnc Financial Services | 254.00 | $6.8k | 68% | Sep 2025 |
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| Cullen Frost Bankers | 240.00 | $6.4k | 100% | 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 | $5.9k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 194.00 | $5.2k | 1041% | Sep 2025 |
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| Bank Of Montreal | 157.00 | $4.2k | 100% | Jun 2025 |
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| Hartland & Co | 104.00 | $2.8k | 0% | Sep 2025 |
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| TSFG | 100.00 | $3.0k | 0% | Sep 2025 |
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| Morgan Stanley | 85.00 | $2.3k | 100% | Jun 2025 |
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| Moser Wealth Advisors | 73.00 | $1.9k | 100% | Jun 2025 |
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| Root Financial Partners | 52.00 | $1.4k | 100% | Sep 2025 |
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| AE Wealth Management | 43.00 | $1.1k | 126% | Sep 2025 |
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| Bartlett & Co. Wealth Management | 38.00 | $1.0k | 100% | Sep 2025 |
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| Signature | 27.00 | $713.998800 | 59% | Sep 2025 |
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| MAI Wealth Advisors | 25.00 | $669.000000 | 100% | Sep 2025 |
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| Sound Income Strategies | 16.00 | $423.000000 | 0% | Sep 2025 |
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| Financial Management Professionals | 14.00 | $374.000200 | 0% | Sep 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 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| iA Global Asset Management | Jun 2025 | 36k | $966k |
| Focus Financial Network | Jun 2025 | 28k | $729k |
| Flow Traders US | Jun 2025 | 13k | $350k |
| Mariner Wealth Advisors | Jun 2025 | 13k | $336k |
| Mb, Levis & Associates | Jun 2025 | 11k | $279k |
| Captrust Financial Advisors | Jun 2025 | 8.4k | $223k |
| Old Mission Capital | Jun 2025 | 7.6k | $201k |
| Salem Investment Counselors | Jun 2025 | 6.9k | $182k |
| Ronald Blue Trust | Jun 2025 | 3.1k | $82k |
| SRS Capital Advisors | Jun 2025 | 1.3k | $34k |
| FTB Advisors | Mar 2025 | 890.00 | $23k |
| NorthRock Partners | Mar 2025 | 324.00 | $8.5k |
| Raymond James Financial | Jun 2025 | 289.00 | $7.7k |
| Mid-American Wealth Advisory Group | Jun 2025 | 250.00 | $6.6k |
| Transce3nd | Jun 2025 | 150.00 | $4.0k |
| Wolff Wiese Magana | Jun 2025 | 6.00 | $160.000200 |
| Brown Brothers Harriman & Co. | Jun 2025 | 6.00 | $159.000000 |