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 | 1.4M | $37M | 25% | Mar 2026 |
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| Cornerstone Enterprises | 626k | $16M | 7% | Mar 2026 |
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| Charles Schwab Trust | 505k | $13M | 16% | Mar 2026 |
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| Jane Street | 421k | $11M | 1331% | Mar 2026 |
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| Dahring | Cusmano | 346k | $9.0M | 7% | Mar 2026 |
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| Huntington Asset Advisors | 301k | $7.8M | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 247k | $6.5M | 141% | Dec 2025 |
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| Strategic Financial Planning | 238k | $6.3M | 4% | Dec 2025 |
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| L2 Asset Management | 229k | $6.1M | 3% | Dec 2025 |
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| CFG Wealth Management Services | 228k | $6.0M | 3% | Mar 2026 |
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| Summit Financial | 201k | $5.2M | 54% | Mar 2026 |
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| Principia Wealth Advisory | 166k | $4.4M | 40% | Dec 2025 |
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| Mma Asset Management | 149k | $3.9M | 97% | Mar 2026 |
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| Gts Securities | 145k | $3.8M | 100% | Dec 2025 |
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| Harbour Investments | 144k | $3.8M | 91% | Mar 2026 |
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| Mfg Wealth Management | 140k | $3.6M | 56% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 127k | $3.3M | 317% | Mar 2026 |
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| FF Advisors | 104k | $2.7M | 137% | Mar 2026 |
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| Prospera Financial Services | 103k | $2.7M | 100% | Mar 2026 |
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| Elm3 Financial Group | 94k | $2.4M | 48% | Mar 2026 |
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| JT Stratford | 87k | $2.3M | 26% | Dec 2025 |
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| IFC & Insurance Marketing | 77k | $2.0M | 100% | Mar 2026 |
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| Bank of America Corporation | 71k | $1.8M | 100% | Mar 2026 |
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| Pensionmark Financial Group | 67k | $1.7M | 11% | Mar 2026 |
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| Buckingham Strategic Partners | 66k | $1.7M | 144% | Mar 2026 |
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| Prairiewood Capital | 59k | $1.5M | 100% | Mar 2026 |
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| PFG Advisors | 59k | $1.5M | 100% | Mar 2026 |
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| Baird Financial | 58k | $1.5M | 100% | Dec 2025 |
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| Perigon Wealth Management | 57k | $1.5M | 100% | Mar 2026 |
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| Northern Trust | 49k | $1.3M | 100% | Dec 2025 |
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| Brookstone Capital Management | 42k | $1.1M | 285% | Mar 2026 |
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| BlueSky Wealth Advisors | 42k | $1.1M | 100% | Mar 2026 |
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| CI Private Wealth | 40k | $1.0M | 148% | Mar 2026 |
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| Solutions 4 Wealth | 36k | $939k | 173% | Mar 2026 |
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| Farther Finance Advisors | 35k | $906k | 381% | Mar 2026 |
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| Hidden Cove Wealth Management | 34k | $875k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 32k | $820k | -17% | Mar 2026 |
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| Sterling Wealth Management | 32k | $819k | 100% | Mar 2026 |
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| Texas Capital Bank Wealth Management Services | 31k | $793k | -19% | Mar 2026 |
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| Bogart Wealth | 31k | $792k | 5% | Mar 2026 |
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| Grantvest Financial Group | 30k | $774k | 100% | Mar 2026 |
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| Asset Allocation Strategies | 29k | $755k | 8% | Mar 2026 |
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| Carnegie Capital Asset Management | 28k | $727k | 14% | Mar 2026 |
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| OMNI 360 Wealth | 27k | $713k | 3% | Mar 2026 |
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| CIBC Bancorp USA | 26k | $674k | 100% | Mar 2026 |
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| Joseph P. Lucia & Associates | 25k | $653k | 30% | Dec 2025 |
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| Meridian Wealth Management | 25k | $642k | 48% | Mar 2026 |
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| Windsor Advisory Group | 22k | $575k | 100% | Dec 2025 |
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| Change Path | 21k | $553k | 100% | Mar 2026 |
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| Natixis Asset Management Advisors | 20k | $531k | 45% | Mar 2026 |
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| Savant Capital Management | 20k | $527k | 100% | Mar 2026 |
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| WealthBridge Capital Management | 20k | $513k | 6% | Mar 2026 |
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| Forum Financial Management | 20k | $513k | 0% | Mar 2026 |
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| HighTower Advisors | 19k | $501k | 16% | Mar 2026 |
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| Cambridge Investment Research Advisors | 19k | $499k | 45% | Mar 2026 |
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| SeaCrest Wealth Management | 19k | $480k | -40% | Mar 2026 |
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| Commonwealth Equity Services | 18k | $477k | -3% | Mar 2026 |
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| Clearview Wealth Advisors | 18k | $475k | 98% | Dec 2025 |
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| Mercer Global Advisors | 18k | $466k | 9% | Mar 2026 |
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| EP Wealth Advisors | 18k | $463k | -9% | Mar 2026 |
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| Susquehanna International | 18k | $467k | 100% | Dec 2025 |
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| Integral Investment Advisors | 16k | $426k | 14% | Mar 2026 |
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| IFP Advisors | 16k | $421k | 46% | Mar 2026 |
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| Wealthgarden F.s | 16k | $412k | 100% | Mar 2026 |
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| TT Capital Management | 15k | $395k | -3% | Mar 2026 |
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| Naples Global Advisors | 15k | $380k | 83% | Mar 2026 |
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| Advisor Group Holdings | 14k | $375k | 72% | Dec 2025 |
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| Wealth Management Associates | 14k | $364k | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 14k | $364k | 73% | Mar 2026 |
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| Spire Wealth Management | 14k | $363k | 4% | Mar 2026 |
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| Flow Traders US | 14k | $358k | 100% | Mar 2026 |
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| Ausdal Financial Partners | 12k | $320k | -8% | Mar 2026 |
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| LPL Financial | 12k | $309k | 35% | Mar 2026 |
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| Burney Co/ | 11k | $298k | 100% | Mar 2026 |
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| Creative Planning | 11k | $294k | 100% | Mar 2026 |
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| Creative Financial Designs | 11k | $292k | 6% | Mar 2026 |
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| WJ Interests | 11k | $292k | 0% | Mar 2026 |
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| Bennett Selby Investments | 11k | $291k | 1% | Mar 2026 |
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| Fairfield Research Corporation | 11k | $276k | -3% | Mar 2026 |
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| Wealthcare Advisory Partners | 11k | $273k | 100% | Mar 2026 |
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| Capital Investment Advisory Services | 10k | $263k | 100% | Mar 2026 |
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| Breakthru Advisory Services | 10k | $260k | -96% | Mar 2026 |
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| Stirlingshire Investments | 9.2k | $238k | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 8.8k | $228k | 0% | Mar 2026 |
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| Axis Wealth Partners | 8.7k | $225k | 13% | Mar 2026 |
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| Balboa Wealth Partners | 8.2k | $212k | 100% | Mar 2026 |
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| Kitzinger Lautmann Capital Management | 8.1k | $212k | -8% | Mar 2026 |
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| Savvy Advisors | 8.1k | $210k | 100% | Mar 2026 |
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| Plan | 8.0k | $209k | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 7.6k | $202k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 5.1k | $133k | 403% | Mar 2026 |
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| Fairscale Capital | 4.8k | $125k | 100% | Mar 2026 |
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| 1620 Investment Advisors | 4.2k | $108k | -28% | Mar 2026 |
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| Breakwater Investment Management | 3.5k | $93k | 0% | Dec 2025 |
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| N.E.W. Advisory Services | 3.4k | $89k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 3.4k | $89k | 0% | Mar 2026 |
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| Morgan Stanley | 2.5k | $65k | 0% | Mar 2026 |
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| FMR | 2.3k | $60k | 261% | Dec 2025 |
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| Evergreen Advisors | 2.0k | $52k | -92% | Mar 2026 |
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| CoreCap Advisors | 1.9k | $50k | 310% | Mar 2026 |
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| CWM | 1.9k | $50k | 10% | Dec 2025 |
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| Medallion Wealth Advisors | 1.7k | $45k | -8% | Mar 2026 |
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| SRS Capital Advisors | 1.7k | $45k | 15% | Mar 2026 |
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| Larson Financial Group | 1.4k | $38k | 0% | Dec 2025 |
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| Howe and Rusling | 1.3k | $33k | -39% | Mar 2026 |
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| Bank Of Montreal | 1.0k | $26k | 100% | Mar 2026 |
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| AE Wealth Management | 994.00 | $26k | 6527% | Mar 2026 |
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| Triumph Capital Management | 900.00 | $23k | 100% | Mar 2026 |
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| Golden State Wealth Management | 770.00 | $20k | 0% | Mar 2026 |
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| SHP Wealth Management | 752.00 | $20k | 100% | Mar 2026 |
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| Teachers Insurance and Annuity Association of America | 738.00 | $19k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 645.00 | $17k | 100% | Mar 2026 |
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| AlphaCore Capital | 598.00 | $16k | 3047% | Mar 2026 |
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| Royal Bank of Canada | 594.00 | $13k | 117% | Mar 2026 |
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| BlackRock | 551.00 | $14k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 386.00 | $10k | 5% | Dec 2025 |
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| SJS Investment Consulting | 383.00 | $9.9k | 26% | Mar 2026 |
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| Wells Fargo & Company | 371.00 | $9.6k | 260% | Mar 2026 |
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| Peachtree Investment Partners | 347.00 | $9.0k | 1% | Mar 2026 |
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| PFS Partners | 221.00 | $5.7k | 0% | Mar 2026 |
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| Vision Retirement | 175.00 | $4.6k | 100% | Mar 2026 |
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| Goss Wealth Management | 167.00 | $4.3k | 0% | Mar 2026 |
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| Cassaday & Co Wealth Management | 144.00 | $3.7k | 100% | Mar 2026 |
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| Root Financial Partners | 121.00 | $3.1k | -30% | Mar 2026 |
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| Hartland & Co | 104.00 | $2.7k | 0% | Mar 2026 |
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| Franklin Resources | 103.00 | $2.7k | 0% | Mar 2026 |
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| TSFG | 100.00 | $3.0k | 0% | Mar 2026 |
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| Hm Payson & Co | 99.00 | $2.6k | 100% | Mar 2026 |
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| Cape Investment Advisory | 81.00 | $2.1k | 100% | Dec 2025 |
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| Community Bank | 75.00 | $2.0k | 100% | Mar 2026 |
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| UBS Group | 60.00 | $1.6k | 100% | Mar 2026 |
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| Assetmark | 49.00 | $1.3k | -90% | Mar 2026 |
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| Gill Capital Partners | 19.00 | $494.000000 | 100% | Mar 2026 |
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| Creative Capital Management Investments | 19.00 | $494.000000 | -58% | Mar 2026 |
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| Signature | 18.00 | $477.000000 | -33% | Mar 2026 |
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| GHP Investment Advisors | 15.00 | $390.000000 | 100% | Mar 2026 |
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| Financial Management Professionals | 14.00 | $364.000000 | 0% | Mar 2026 |
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| Pnc Financial Services | 8.00 | $208.000000 | -99% | Mar 2026 |
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| Wall Street Access Asset Management | 6.00 | $159.000000 | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 1.00 | $26.000000 | 0% | Mar 2026 |
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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 |
| CLS Investments | Dec 2025 | 124k | $3.3M |
| Oasis Advisors | Dec 2025 | 115k | $3.0M |
| Sightline Wealth Advisors | Dec 2025 | 16k | $414k |
| Capasso Planning Partners | Dec 2025 | 10k | $269k |
| Kohmann Bosshard Financial Services | Dec 2025 | 3.3k | $88k |
| Ancora Advisors | Dec 2025 | 1.3k | $33k |
| Kestra Advisory Services | Dec 2025 | 1.2k | $33k |
| Atlantic Trust | Sep 2025 | 758.00 | $20k |
| Coston, McIsaac & Partners | Dec 2025 | 429.00 | $11k |
| Jpmorgan Chase & Co | Sep 2025 | 338.00 | $9.0k |
| Flagship Harbor Advisors | Dec 2025 | 222.00 | $5.9k |
| MAI Wealth Advisors | Dec 2025 | 25.00 | $661.000000 |
| Darren Munn | Dec 2025 | 20.00 | $528.000000 |
| Sound Income Strategies | Dec 2025 | 16.00 | $426.000000 |
| Smartleaf Asset Management | Dec 2025 | 10.00 | $265.000000 |