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 |
|---|---|---|---|---|---|
| Savant Capital Management | 176k | $18M | 111% | Jun 2026 |
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| Advisor OS | 137k | $14M | -21% | Jun 2026 |
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| Mjp Associates | 137k | $14M | -19% | Jun 2026 |
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| Clear Creek Financial Management | 136k | $14M | 72% | Jun 2026 |
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| Holistic Planning | 97k | $9.7M | -18% | Jun 2026 |
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| Addison Capital | 89k | $8.9M | 34% | Jun 2026 |
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| Tower Research Capital | 68k | $6.8M | 30% | Jun 2026 |
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| Susquehanna International | 43k | $4.3M | 37% | Jun 2026 |
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| Fulcrum Wealth Advisors | 31k | $3.1M | 100% | Jun 2026 |
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| Bleakley Financial Group | 26k | $2.6M | 47% | Jun 2026 |
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| Belpointe Asset Management | 20k | $2.0M | 6% | Jun 2026 |
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| Jane Street | 19k | $1.9M | -12% | Jun 2026 |
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| Perspective Wealth Advisors | 15k | $1.5M | 100% | Jun 2026 |
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| Luken Investment Analytics | 15k | $1.5M | -9% | Jun 2026 |
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| Mariner Wealth Advisors | 15k | $1.5M | 100% | Jun 2026 |
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| WPG Advisers | 14k | $1.4M | 100% | Jun 2026 |
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| Farther Finance Advisors | 13k | $1.3M | 100% | Jun 2026 |
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| Stone Loft Wealth Management | 13k | $1.3M | -5% | Jun 2026 |
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| Compass Ion Advisors | 11k | $1.1M | 100% | Jun 2026 |
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| Mascagni Wealth Management | 11k | $1.1M | 17% | Jun 2026 |
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| Worth Asset Management | 10k | $1.0M | -64% | Jun 2026 |
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| WPWealth | 9.9k | $1000k | 60% | Jun 2026 |
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| Private Client Services | 9.5k | $960k | 220% | Jun 2026 |
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| EP Wealth Advisors | 9.5k | $955k | 100% | Jun 2026 |
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| Vista Cima Wealth Management | 9.2k | $930k | -41% | 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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| Goldman Sachs Group | 8.3k | $840k | -81% | Jun 2026 |
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| Pinnacle Family Advisors | 7.5k | $755k | 0% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 7.1k | $720k | 36% | Jun 2026 |
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| Calton & Associates | 7.1k | $720k | -92% | Jun 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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| Parkwoods Wealth Partners | 6.3k | $631k | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 6.1k | $612k | 100% | Jun 2026 |
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| United Capital Financial Advisers | 6.0k | $606k | 1% | Jun 2026 |
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| FCG Investment | 5.9k | $593k | 100% | Jun 2026 |
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| OpenArc Corporate Advisory | 5.5k | $550k | 100% | Jun 2026 |
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| Main Street Financial Solutions | 5.0k | $501k | 100% | Jun 2026 |
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| Kingswood Wealth Advisors | 5.0k | $499k | 100% | Jun 2026 |
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| Beacon Pointe Advisors | 4.9k | $494k | -61% | Jun 2026 |
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| Buckingham Strategic Partners | 4.5k | $452k | -30% | Jun 2026 |
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| Creative Planning | 4.3k | $438k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 4.3k | $434k | 384% | Jun 2026 |
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| United Advisor Group | 4.0k | $405k | 100% | Jun 2026 |
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| Sanctuary Advisors | 3.8k | $383k | -62% | Jun 2026 |
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| Strait & Sound Wealth Management | 3.6k | $363k | 100% | Jun 2026 |
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| Creative Financial Designs | 3.6k | $361k | 76% | Jun 2026 |
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| Flagship Capital Management | 3.5k | $356k | 1% | Jun 2026 |
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| Resources Investment Advisors | 3.4k | $340k | 100% | Jun 2026 |
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| Integrity Alliance | 3.3k | $334k | 28% | Jun 2026 |
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| Skyline Advisors | 3.2k | $327k | 100% | Jun 2026 |
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| Walsky Investment Management | 3.2k | $323k | 100% | Jun 2026 |
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| Mirador Capital Partners | 3.0k | $303k | 1% | Jun 2026 |
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| HighTower Advisors | 2.9k | $288k | 100% | Jun 2026 |
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| Balboa Wealth Partners | 2.8k | $277k | 100% | Jun 2026 |
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| Simplicity Wealth | 2.7k | $277k | 100% | Jun 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 | 0% | Jun 2026 |
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| Iams Wealth Management | 2.4k | $245k | -15% | Jun 2026 |
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| Colony | 2.2k | $225k | -77% | Jun 2026 |
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| SRS Capital Advisors | 2.2k | $224k | 0% | Jun 2026 |
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| Harbour Investments | 2.1k | $211k | -41% | Jun 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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| Western Wealth Management | 2.0k | $200k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 780.00 | $79k | 100% | Jun 2026 |
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| Advisor Group Holdings | 650.00 | $66k | 4% | Jun 2026 |
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| Robbins Farley | 599.00 | $60k | 0% | Jun 2026 |
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| Vermillion Wealth Management | 495.00 | $50k | -80% | Jun 2026 |
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| Ulland Investment Advisors | 400.00 | $40k | 100% | Jun 2026 |
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| Larson Financial Group | 271.00 | $27k | 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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| Mercer Global Advisors | 140.00 | $14k | 100% | Jun 2026 |
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| Action Point Financial Planning | 115.00 | $12k | 100% | 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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| UBS Group | 100.00 | $10k | 100% | Jun 2026 |
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| Financial Management Professionals | 28.00 | $2.9k | 0% | Jun 2026 |
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| AE Wealth Management | 26.00 | $2.6k | -99% | Jun 2026 |
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| Integrity Financial Corp | 21.00 | $2.1k | 100% | Jun 2026 |
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| Steigerwald, Gordon & Koch | 4.00 | $407.000000 | 33% | Jun 2026 |
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| BlackRock | 1.00 | $70.000000 | 0% | Jun 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 |
| North Berkeley Wealth Management | Mar 2026 | 50k | $5.0M |
| Emerald Investment Partners | Mar 2026 | 12k | $1.2M |
| Hrt Financial | Mar 2026 | 5.8k | $586k |
| Mendota Financial Group | Mar 2026 | 5.8k | $584k |
| Johnson Investment Counsel | Mar 2026 | 4.9k | $490k |
| Foundations Investment Advisors | Mar 2026 | 3.4k | $344k |
| Real Talk Capital | Mar 2026 | 3.4k | $344k |
| Daymark Wealth Partners | Mar 2026 | 2.2k | $224k |
| Hartford Financial Management | Mar 2026 | 259.00 | $26k |