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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 13M | $329M | 216% | Dec 2024 |
|
| iA Global Asset Management | 194k | $5.1M | 100% | Dec 2024 |
|
| L2 Asset Management | 176k | $4.6M | 100% | Dec 2024 |
|
| Charles Schwab Trust | 133k | $3.5M | 6% | Mar 2025 |
|
| Focus Financial Network | 70k | $1.8M | -4% | Mar 2025 |
|
| Jane Street | 62k | $1.6M | 343% | Dec 2024 |
|
| Capasso Planning Partners | 44k | $1.2M | 26% | Dec 2024 |
|
| Cetera Investment Advisers | 38k | $996k | 252% | Dec 2024 |
|
| JT Stratford | 30k | $797k | 276% | Dec 2024 |
|
| Flow Traders US | 24k | $624k | 100% | Dec 2024 |
|
| Keystone Wealth Services | 20k | $533k | 100% | Dec 2024 |
|
| Goldman Sachs Group | 20k | $516k | 100% | Dec 2024 |
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| Ausdal Financial Partners | 20k | $512k | 100% | Dec 2024 |
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| TT Capital Management | 18k | $463k | 100% | Dec 2024 |
|
| L.m. Kohn & Company | 12k | $311k | 100% | Dec 2024 |
|
| WealthBridge Capital Management | 10k | $266k | 140% | Dec 2024 |
|
| Envestnet Asset Management | 8.8k | $229k | 106% | Dec 2024 |
|
| Integral Investment Advisors | 8.7k | $227k | 100% | Mar 2025 |
|
| Columbus Macro | 8.5k | $221k | 0% | Dec 2024 |
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| Sightline Wealth Advisors | 8.4k | $219k | 105% | Dec 2024 |
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| Mercer Global Advisors | 8.2k | $215k | 100% | Dec 2024 |
|
| Salem Investment Counselors | 6.9k | $179k | 0% | Mar 2025 |
|
| Bank of America Corporation | 5.7k | $150k | 170% | Dec 2024 |
|
| IFP Advisors | 5.5k | $144k | 181% | Dec 2024 |
|
| Breakwater Investment Management | 3.5k | $92k | 3% | Mar 2025 |
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| CWM | 2.2k | $57k | 105% | Dec 2024 |
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| Advisor Group Holdings | 2.1k | $113k | -2% | Dec 2024 |
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| Creative Financial Designs | 1.9k | $49k | 100% | Dec 2024 |
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| AE Wealth Management | 1.7k | $45k | 100% | Dec 2024 |
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| CoreCap Advisors | 1.6k | $43k | 499% | Dec 2024 |
|
| Kohmann Bosshard Financial Services | 1.0k | $26k | 100% | Dec 2024 |
|
| Windsor Advisory Group | 566.00 | $15k | 100% | Dec 2024 |
|
| FMR | 560.00 | $15k | 1900% | Dec 2024 |
|
| Harbour Investments | 446.00 | $12k | 100% | Dec 2024 |
|
| Signature | 288.00 | $7.5k | 45% | Dec 2024 |
|
| Morgan Stanley | 236.00 | $6.2k | 100% | Dec 2024 |
|
| D. J. St. Germain | 211.00 | $5.5k | 100% | Mar 2025 |
|
| Atlantic Trust | 198.00 | $5.2k | 100% | Dec 2024 |
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| Transce3nd | 150.00 | $3.9k | 100% | Dec 2024 |
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| Hartland & Co | 104.00 | $2.7k | 100% | Dec 2024 |
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| Rice Partnership | 76.00 | $2.0k | 100% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 42.00 | $1.1k | -19% | Dec 2024 |
|
| Cassady Schiller Wealth Management | 17.00 | $454.000300 | 143% | Dec 2024 |
|
| Sound Income Strategies | 16.00 | $419.000000 | 100% | Dec 2024 |
|
| Financial Management Professionals | 14.00 | $366.000600 | 0% | Mar 2025 |
|
| Bank Of Montreal | 12.00 | $314.000400 | 100% | Dec 2024 |
|
| Mascagni Wealth Management | 12.00 | $314.000400 | 100% | Dec 2024 |
|
| Larson Financial Group | 8.00 | $209.000000 | -97% | Dec 2024 |
|
| Farther Finance Advisors | 6.00 | $156.000000 | 0% | Mar 2025 |
|
| Armstrong Advisory Group | 2.00 | $53.000000 | 0% | Mar 2025 |
|
| O'shaughnessy Asset Management | 1.00 | $26.000000 | 0% | Dec 2024 |
|
| Proequities | 0 | $0 | -100% | Dec 2024 |
|
Who sold out of Schwab Strategic Tr?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Wedmont Private Capital | Dec 2024 | 41k | $1.1M |
| Global Retirement Partners | Sep 2024 | 4.00 | $214.000000 |
| Tucker Asset Management | Sep 2024 | 4.00 | $214.000000 |