Who owns SCHWAB STRATEGIC TR?
- Ticker: SGVT
- CUSIP Number: 808524581
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Moulton Wealth Management | 4.6M | $4.6M | 100% | Mar 2026 |
|
| Wolfstich Capital | 2.5M | $2.5M | 683% | Mar 2026 |
|
| North Berkeley Wealth Management | 225k | $23M | 100% | Dec 2025 |
|
| Holistic Planning | 145k | $15M | 409% | Dec 2025 |
|
| Jane Street | 101k | $10M | 100% | Dec 2025 |
|
| Savant Capital Management | 95k | $9.6M | 182% | Dec 2025 |
|
| Addison Capital | 91k | $9.1M | 100% | Dec 2025 |
|
| Clear Creek Financial Management | 79k | $7.9M | 100% | Mar 2026 |
|
| Tower Research Capital | 77k | $7.8M | 100% | Dec 2025 |
|
| WealthPlan Investment Management | 71k | $7.1M | 100% | Dec 2025 |
|
| Encompass More Asset Management | 50k | $5.0M | 3% | Dec 2025 |
|
| We Are One Seven | 33k | $3.3M | -1% | Dec 2025 |
|
| Worth Asset Management | 28k | $2.8M | 216% | Mar 2026 |
|
| Bleakley Financial Group | 17k | $1.7M | 100% | Dec 2025 |
|
| Luken Investment Analytics | 15k | $1.5M | -5% | Dec 2025 |
|
| UBS Group | 13k | $1.3M | 7401% | Dec 2025 |
|
| Belpointe Asset Management | 12k | $1.2M | 198% | Dec 2025 |
|
| Mascagni Wealth Management | 10k | $1.0M | 100% | Dec 2025 |
|
| Buckingham Strategic Partners | 10k | $1.0M | 334% | Dec 2025 |
|
| Hrt Financial | 10k | $1000k | 297% | Dec 2025 |
|
| McAdam | 8.4k | $846k | -21% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 7.5k | $752k | 100% | Dec 2025 |
|
| Foundations Investment Advisors | 6.6k | $664k | 43% | Dec 2025 |
|
| Almanack Investment Partners | 6.5k | $654k | 100% | Dec 2025 |
|
| Csenge Advisory Group | 6.1k | $617k | 100% | Dec 2025 |
|
| Mendota Financial Group | 5.8k | $584k | 100% | Mar 2026 |
|
| Emerald Investment Partners | 5.7k | $576k | 261% | Dec 2025 |
|
| Claris Financial | 4.2k | $427k | 100% | Dec 2025 |
|
| Real Talk Capital | 4.1k | $409k | 100% | Dec 2025 |
|
| Pinnacle Family Advisors | 4.0k | $401k | 0% | Dec 2025 |
|
| Flagship Capital Management | 3.5k | $353k | 1% | Mar 2026 |
|
| Mirador Capital Partners | 3.0k | $300k | 100% | Mar 2026 |
|
| Private Client Services | 3.0k | $300k | 100% | Mar 2026 |
|
| Calton & Associates | 3.0k | $298k | 100% | Dec 2025 |
|
| Iams Wealth Management | 2.9k | $289k | 100% | Mar 2026 |
|
| Vermillion Wealth Management | 2.5k | $256k | 0% | Mar 2026 |
|
| Richard P Slaughter Associates | 2.5k | $248k | 100% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 2.4k | $236k | 100% | Dec 2025 |
|
| Sanctuary Advisors | 2.3k | $232k | 2% | Dec 2025 |
|
| Creative Financial Designs | 2.0k | $205k | 2% | Mar 2026 |
|
| Evergreen Capital Management | 2.0k | $201k | 100% | Dec 2025 |
|
| Advisor Group Holdings | 952.00 | $96k | 46% | Dec 2025 |
|
| Harbour Investments | 620.00 | $62k | 100% | Dec 2025 |
|
| Robbins Farley | 600.00 | $60k | 100% | Mar 2026 |
|
| Hartford Financial Management | 259.00 | $26k | -51% | Mar 2026 |
|
| West Branch Capital | 158.00 | $16k | 5% | Mar 2026 |
|
| Fairway Wealth | 149.00 | $15k | 100% | Mar 2026 |
|
| Financial Management Professionals | 28.00 | $2.8k | 0% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 39k | $3.9M |
| Crumly & Associates | Dec 2025 | 14k | $1.4M |
| Mercer Global Advisors | Sep 2025 | 6.8k | $683k |
| Golden State Equity Partners | Sep 2025 | 5.8k | $589k |
| Roman Butler Fullerton & Co | Sep 2025 | 5.1k | $518k |
| Comprehensive Financial Consultants Institutional | Sep 2025 | 3.6k | $358k |
| One + One Wealth Management | Dec 2025 | 2.7k | $276k |
| United Advisor Group | Dec 2025 | 2.4k | $241k |
| Jennifer Ranahan | Sep 2025 | 258.00 | $26k |
| Johnson Financial Group | Sep 2025 | 245.00 | $25k |