Who owns SCHWAB STRATEGIC TR?
- Ticker: SGVT
- CUSIP Number: 808524581
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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 |
|---|---|---|---|---|---|
| Advisor OS | 173k | $18M | 100% | Mar 2026 |
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| Mjp Associates | 169k | $17M | 100% | Mar 2026 |
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| Clear Creek Financial Management | 136k | $14M | 72% | Jun 2026 |
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| Holistic Planning | 118k | $12M | -18% | Mar 2026 |
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| Calton & Associates | 86k | $8.7M | 2806% | Mar 2026 |
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| Savant Capital Management | 83k | $8.4M | -12% | Mar 2026 |
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| Addison Capital | 66k | $6.6M | -28% | Mar 2026 |
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| Tower Research Capital | 52k | $5.3M | -33% | Mar 2026 |
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| Goldman Sachs Group | 44k | $4.4M | 100% | Mar 2026 |
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| Susquehanna International | 31k | $3.2M | 100% | Mar 2026 |
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| Jane Street | 21k | $2.1M | -79% | Mar 2026 |
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| Belpointe Asset Management | 20k | $2.0M | 6% | Jun 2026 |
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| Bleakley Financial Group | 18k | $1.8M | 5% | Mar 2026 |
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| Vista Cima Wealth Management | 16k | $1.6M | 100% | Mar 2026 |
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| Luken Investment Analytics | 15k | $1.5M | -9% | Jun 2026 |
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| Farther Finance Advisors | 13k | $1.3M | 100% | Jun 2026 |
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| Beacon Pointe Advisors | 13k | $1.3M | 100% | Mar 2026 |
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| Stone Loft Wealth Management | 13k | $1.3M | -5% | Jun 2026 |
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| Emerald Investment Partners | 12k | $1.2M | 101% | Mar 2026 |
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| Mascagni Wealth Management | 11k | $1.1M | 17% | Jun 2026 |
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| Sanctuary Advisors | 10k | $1.0M | 338% | Mar 2026 |
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| Worth Asset Management | 10k | $1.0M | -64% | Jun 2026 |
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| Colony | 9.7k | $978k | 100% | Mar 2026 |
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| Private Client Services | 9.5k | $960k | 220% | Jun 2026 |
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| WealthPlan Investment Management | 8.9k | $894k | -21% | Jun 2026 |
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| Cambridge Investment Research Advisors | 8.4k | $845k | 154% | Jun 2026 |
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| Pinnacle Family Advisors | 7.5k | $755k | 88% | Mar 2026 |
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| Mills Wealth Advisors | 6.8k | $680k | 100% | Jun 2026 |
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| Claris Financial | 6.6k | $667k | 56% | Mar 2026 |
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| Buckingham Strategic Partners | 6.4k | $644k | -36% | Mar 2026 |
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| Parkwoods Wealth Partners | 6.3k | $631k | 100% | Jun 2026 |
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| WPWealth | 6.2k | $624k | 100% | Mar 2026 |
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| United Capital Financial Advisers | 6.0k | $601k | 100% | Mar 2026 |
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| Hrt Financial | 5.8k | $586k | -41% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 5.3k | $531k | 124% | Mar 2026 |
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| United Advisor Group | 4.0k | $405k | 100% | Jun 2026 |
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| Creative Financial Designs | 3.6k | $361k | 76% | Jun 2026 |
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| Harbour Investments | 3.6k | $358k | 474% | Mar 2026 |
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| Flagship Capital Management | 3.5k | $353k | 1% | Mar 2026 |
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| Foundations Investment Advisors | 3.4k | $344k | -48% | Mar 2026 |
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| Real Talk Capital | 3.4k | $344k | -16% | Mar 2026 |
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| Integrity Alliance | 3.3k | $334k | 28% | Jun 2026 |
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| Mirador Capital Partners | 3.0k | $303k | 1% | Jun 2026 |
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| AE Wealth Management | 3.0k | $299k | 100% | Mar 2026 |
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| Vermillion Wealth Management | 2.5k | $256k | 0% | Mar 2026 |
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| Capital Planning Advisors | 2.5k | $250k | 100% | Mar 2026 |
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| Richard P Slaughter Associates | 2.5k | $248k | 100% | Mar 2026 |
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| Iams Wealth Management | 2.4k | $245k | -15% | Jun 2026 |
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| SRS Capital Advisors | 2.2k | $224k | 100% | Mar 2026 |
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| Neumann Capital Management | 2.0k | $205k | 100% | Jun 2026 |
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| We Are One Seven | 2.0k | $204k | 0% | Jun 2026 |
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| Aptus Capital Advisors | 890.00 | $90k | 100% | Mar 2026 |
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| Advisor Group Holdings | 628.00 | $63k | -34% | Mar 2026 |
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| Robbins Farley | 600.00 | $60k | 100% | Mar 2026 |
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| Ulland Investment Advisors | 400.00 | $40k | 100% | Jun 2026 |
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| West Branch Capital | 161.00 | $16k | 2% | Jun 2026 |
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| Fairway Wealth | 150.00 | $15k | 1% | Jun 2026 |
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| CWM | 114.00 | $12k | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 105.00 | $11k | 0% | Jun 2026 |
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| Financial Management Professionals | 28.00 | $2.9k | 0% | Jun 2026 |
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| Integrity Financial Corp | 21.00 | $2.1k | 100% | Jun 2026 |
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| Steigerwald, Gordon & Koch | 3.00 | $303.000000 | 100% | Mar 2026 |
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| BlackRock | 1.00 | $70.000000 | 100% | Mar 2026 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Moulton Wealth Management | Mar 2026 | 4.6M | $4.6M |
| Wolfstich Capital | Mar 2026 | 2.5M | $2.5M |
| Encompass More Asset Management | Dec 2025 | 50k | $5.0M |
| North Berkeley Wealth Management | Mar 2026 | 50k | $5.0M |
| UBS Group | Dec 2025 | 13k | $1.3M |
| McAdam | Dec 2025 | 8.4k | $846k |
| Csenge Advisory Group | Dec 2025 | 6.1k | $617k |
| Mendota Financial Group | Mar 2026 | 5.8k | $584k |
| Johnson Investment Counsel | Mar 2026 | 4.9k | $490k |
| One + One Wealth Management | Dec 2025 | 2.7k | $276k |
| Daymark Wealth Partners | Mar 2026 | 2.2k | $224k |
| Hartford Financial Management | Mar 2026 | 259.00 | $26k |