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 | 1.3M | $35M | -6% | Jun 2026 |
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| Jones Financial Companies, L.L | 593k | $16M | 42% | Jun 2026 |
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| Cornerstone Enterprises | 571k | $14M | -11% | Sep 2026 |
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| Charles Schwab Trust | 475k | $12M | -7% | Sep 2026 |
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| Dahring | Cusmano | 383k | $10M | 11% | Jun 2026 |
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| Huntington Asset Advisors | 303k | $7.9M | 1% | Jun 2026 |
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| CFG Wealth Management Services | 251k | $6.3M | 10% | Sep 2026 |
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| L2 Asset Management | 241k | $6.3M | -49% | Jun 2026 |
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| Strategic Financial Planning | 234k | $6.1M | 100% | Jun 2026 |
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| Principia Wealth Advisory | 223k | $5.8M | -1% | Jun 2026 |
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| Summit Financial | 222k | $5.8M | 10% | Jun 2026 |
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| Hidden Cove Wealth Management | 200k | $5.0M | 449% | Sep 2026 |
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| Columbus Macro | 195k | $4.9M | 100% | Sep 2026 |
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| Harbour Investments | 174k | $4.6M | 21% | Jun 2026 |
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| Mma Asset Management | 158k | $4.1M | 6% | Jun 2026 |
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| Mfg Wealth Management | 150k | $3.8M | 0% | Sep 2026 |
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| Cetera Investment Advisers | 140k | $3.7M | 343% | Jun 2026 |
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| Elm3 Financial Group | 138k | $3.5M | 47% | Sep 2026 |
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| FF Advisors | 133k | $3.4M | 3% | Sep 2026 |
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| Bank of America Corporation | 113k | $2.9M | 59% | Jun 2026 |
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| Prospera Financial Services | 103k | $2.7M | 0% | Jun 2026 |
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| IFC & Insurance Marketing | 102k | $2.6M | 16% | Sep 2026 |
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| JT Stratford | 91k | $2.4M | -1% | Jun 2026 |
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| Larson Financial Group | 90k | $2.4M | 30165% | Jun 2026 |
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| Empowered Funds | 87k | $2.3M | 22% | Jun 2026 |
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| Perigon Wealth Management | 83k | $2.1M | 4% | Sep 2026 |
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| Solutions 4 Wealth | 81k | $2.1M | 124% | Jun 2026 |
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| Prairiewood Capital | 74k | $1.9M | 12% | Sep 2026 |
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| Buckingham Strategic Partners | 70k | $1.8M | 5% | Jun 2026 |
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| Brookstone Capital Management | 67k | $1.7M | 17% | Sep 2026 |
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| Pensionmark Financial Group | 67k | $1.7M | 0% | Jun 2026 |
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| Wealth Forward | 63k | $1.6M | 100% | Sep 2026 |
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| Baird Financial | 61k | $1.6M | 3% | Jun 2026 |
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| Gotham Asset Management | 58k | $1.5M | 100% | Jun 2026 |
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| Balboa Wealth Partners | 58k | $1.5M | 181% | Sep 2026 |
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| BlueSky Wealth Advisors | 53k | $1.4M | 27% | Jun 2026 |
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| Farther Finance Advisors | 39k | $972k | -1% | Sep 2026 |
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| Joseph P. Lucia & Associates | 38k | $982k | 17% | Jun 2026 |
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| Texas Capital Bank Wealth Management Services | 35k | $903k | 13% | Jun 2026 |
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| Carnegie Capital Asset Management | 33k | $828k | 0% | Sep 2026 |
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| Sterling Wealth Management | 32k | $795k | 0% | Sep 2026 |
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| Asset Allocation Strategies | 31k | $787k | 7% | Sep 2026 |
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| OMNI 360 Wealth | 30k | $767k | 5% | Sep 2026 |
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| Betterment | 30k | $787k | 12% | Jun 2026 |
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| Bogart Wealth | 30k | $783k | -2% | Jun 2026 |
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| CIBC Bancorp USA | 30k | $780k | 15% | Jun 2026 |
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| Grantvest Financial Group | 30k | $747k | -10% | Sep 2026 |
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| IFP Advisors | 29k | $728k | 19% | Sep 2026 |
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| Wealthgarden F.s | 29k | $753k | 82% | Jun 2026 |
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| Citizens Financial Group | 28k | $713k | 0% | Sep 2026 |
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| Accurate Wealth Management | 28k | $708k | 4% | Sep 2026 |
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| Mariner Wealth Advisors | 27k | $715k | 212% | Jun 2026 |
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| Advisor Group Holdings | 26k | $692k | -9% | Jun 2026 |
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| Natixis Asset Management Advisors | 25k | $645k | 21% | Jun 2026 |
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| Savant Capital Management | 24k | $628k | 19% | Jun 2026 |
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| Concurrent Investment Advisors | 24k | $606k | 27% | Sep 2026 |
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| Mann Financial Group | 24k | $606k | 100% | Sep 2026 |
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| Meridian Wealth Management | 24k | $615k | -5% | Jun 2026 |
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| Integral Investment Advisors | 23k | $595k | 39% | Jun 2026 |
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| Kohmann Bosshard Financial Services | 22k | $582k | 100% | Jun 2026 |
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| Change Path | 21k | $561k | 1% | Jun 2026 |
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| Foundations Investment Advisors | 20k | $519k | 100% | Jun 2026 |
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| WealthBridge Capital Management | 19k | $485k | 0% | Sep 2026 |
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| Cambridge Investment Research Advisors | 18k | $471k | -6% | Jun 2026 |
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| EP Wealth Advisors | 18k | $458k | -2% | Jun 2026 |
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| Diversify Advisory Services | 17k | $420k | 100% | Sep 2026 |
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| Diversify Wealth Management | 17k | $420k | 100% | Sep 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 17k | $420k | -6% | Sep 2026 |
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| Naples Global Advisors | 16k | $429k | 12% | Jun 2026 |
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| LPL Financial | 16k | $425k | 36% | Jun 2026 |
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| Davenport & Co | 16k | $422k | 100% | Jun 2026 |
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| Insight Wealth Partners | 15k | $384k | 100% | Sep 2026 |
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| Commonwealth Equity Services | 15k | $395k | -18% | Jun 2026 |
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| TT Capital Management | 15k | $369k | -3% | Sep 2026 |
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| Mercer Global Advisors | 14k | $374k | -20% | Jun 2026 |
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| Spire Wealth Management | 14k | $369k | 1% | Jun 2026 |
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| Ausdal Financial Partners | 14k | $354k | 10% | Jun 2026 |
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| Savvy Advisors | 13k | $344k | 63% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 13k | $323k | 8% | Sep 2026 |
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| Wealth Management Associates | 13k | $330k | -10% | Jun 2026 |
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| HighTower Advisors | 12k | $317k | -37% | Jun 2026 |
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| Creative Financial Designs | 12k | $315k | 7% | Jun 2026 |
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| Creative Planning | 12k | $310k | 5% | Jun 2026 |
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| WJ Interests | 11k | $289k | 0% | Sep 2026 |
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| Monetary Solutions | 11k | $277k | 0% | Sep 2026 |
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| Tempus Wealth Planning | 11k | $271k | 100% | Sep 2026 |
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| Wealthcare Advisory Partners | 11k | $265k | 0% | Sep 2026 |
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| Bennett Selby Investments | 10k | $261k | -8% | Sep 2026 |
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| Fairfield Research Corporation | 10k | $270k | -3% | Jun 2026 |
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| Capital Investment Advisory Services | 10k | $269k | 1% | Jun 2026 |
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| HPM Partners | 10k | $265k | 100% | Jun 2026 |
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| Stirlingshire Investments | 9.2k | $242k | 1% | Jun 2026 |
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| Axis Wealth Partners | 9.1k | $238k | 5% | Jun 2026 |
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| Wellspring Financial Advisors | 8.6k | $226k | 100% | Jun 2026 |
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| CI Private Wealth | 8.3k | $217k | -79% | Jun 2026 |
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| Kitzinger Lautmann Capital Management | 8.1k | $213k | 0% | Jun 2026 |
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| Chicago Partners Investment | 8.1k | $211k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 8.1k | $213k | 59% | Jun 2026 |
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| Plan | 8.0k | $208k | 0% | Jun 2026 |
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| Jacobs Equity | 7.9k | $206k | 2% | Jun 2026 |
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| Jpmorgan Chase & Co | 7.8k | $205k | 100% | Jun 2026 |
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| Compass Financial Management | 5.7k | $150k | 100% | Jun 2026 |
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| Windsor Advisory Group | 5.4k | $142k | 100% | Jun 2026 |
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| N.E.W. Advisory Services | 5.3k | $140k | 55% | Jun 2026 |
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| Fairscale Capital | 4.8k | $126k | 0% | Jun 2026 |
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| Glassman Wealth Services | 4.1k | $107k | 100% | Jun 2026 |
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| Qube Research & Technologies | 4.0k | $106k | 100% | Jun 2026 |
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| 1620 Investment Advisors | 4.0k | $103k | -5% | Jun 2026 |
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| Steward Partners Investment Advisory | 3.5k | $91k | 1% | Jun 2026 |
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| Concord Wealth Partners | 3.1k | $81k | 100% | Jun 2026 |
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| Action Point Financial Planning | 2.6k | $68k | 100% | Jun 2026 |
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| Global Retirement Partners | 1.9k | $50k | 100% | Jun 2026 |
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| Davis Capital Management | 1.9k | $48k | 100% | Sep 2026 |
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| CoreCap Advisors | 1.9k | $48k | 82% | Sep 2026 |
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| SRS Capital Advisors | 1.8k | $46k | 4% | Jun 2026 |
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| Medallion Wealth Advisors | 1.7k | $46k | 1% | Jun 2026 |
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| Teachers Insurance and Annuity Association of America | 1.7k | $45k | 132% | Jun 2026 |
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| Align Financial | 1.1k | $28k | 100% | Sep 2026 |
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| Aptus Capital Advisors | 933.00 | $24k | 100% | Jun 2026 |
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| Triumph Capital Management | 900.00 | $23k | 0% | Sep 2026 |
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| Golden State Wealth Management | 770.00 | $20k | 0% | Jun 2026 |
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| SHP Wealth Management | 752.00 | $20k | 0% | Jun 2026 |
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| Wells Fargo & Company | 747.00 | $20k | 101% | Jun 2026 |
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| AlphaCore Capital | 598.00 | $16k | 0% | Jun 2026 |
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| FMR | 564.00 | $15k | -51% | Jun 2026 |
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| BlackRock | 551.00 | $14k | 0% | Jun 2026 |
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| Peachtree Investment Partners | 353.00 | $9.2k | 2% | Jun 2026 |
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| Union Bankshares | 339.00 | $8.9k | 100% | Jun 2026 |
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| UBS Group | 317.00 | $8.3k | 428% | Jun 2026 |
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| Us Bancorp | 292.00 | $7.6k | 100% | Jun 2026 |
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| Rialto Wealth Management | 274.00 | $7.2k | 100% | Jun 2026 |
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| Root Financial Partners | 242.00 | $6.1k | 100% | Sep 2026 |
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| PFS Partners | 221.00 | $5.6k | 0% | Sep 2026 |
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| AE Wealth Management | 215.00 | $5.6k | -78% | Jun 2026 |
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| Vision Retirement | 175.00 | $4.6k | 0% | Jun 2026 |
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| Goss Wealth Management | 167.00 | $4.4k | 0% | Jun 2026 |
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| Breakwater Investment Management | 147.00 | $3.7k | 0% | Sep 2026 |
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| Cassaday & Co Wealth Management | 144.00 | $3.8k | 0% | Jun 2026 |
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| Mather Group | 111.00 | $2.8k | 100% | Sep 2026 |
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| Hartland & Co | 104.00 | $2.7k | 0% | Jun 2026 |
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| Franklin Resources | 103.00 | $2.7k | 0% | Jun 2026 |
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| TSFG | 100.00 | $3.0k | 0% | Sep 2026 |
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| Hm Payson & Co | 99.00 | $2.6k | 0% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 98.00 | $2.5k | 100% | Sep 2026 |
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| Ameriflex Group | 83.00 | $2.2k | 100% | Jun 2026 |
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| Ronald Blue Trust | 76.00 | $1.9k | 100% | Sep 2026 |
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| Beacon Investment Advisory Services | 73.00 | $1.8k | 100% | Sep 2026 |
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| Cape Investment Advisory | 56.00 | $1.4k | 0% | Sep 2026 |
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| Assetmark | 50.00 | $1.3k | 0% | Sep 2026 |
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| Addison Advisors | 47.00 | $1.2k | 100% | Jun 2026 |
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| Royal Bank of Canada | 11.00 | $0 | -98% | Jun 2026 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 421k | $11M |
| Old Mission Capital | Mar 2026 | 156k | $4.0M |
| Gts Securities | Mar 2026 | 146k | $3.8M |
| Susquehanna International | Mar 2026 | 69k | $1.8M |
| PFG Advisors | Jun 2026 | 52k | $1.4M |
| Forum Financial Management | Jun 2026 | 20k | $531k |
| Flow Traders US | Mar 2026 | 14k | $358k |
| WealthCare Asset Management | Jun 2026 | 12k | $309k |
| Breakthru Advisory Services | Jun 2026 | 10k | $262k |
| Evergreen Advisors | Mar 2026 | 2.0k | $52k |
| Howe and Rusling | Mar 2026 | 1.3k | $33k |
| Fifth Third Bancorp | Mar 2026 | 645.00 | $17k |
| Advisory Services Network | Mar 2026 | 398.00 | $10k |
| SJS Investment Consulting | Jun 2026 | 205.00 | $5.4k |
| Community Bank | Mar 2026 | 75.00 | $2.0k |