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 |
|---|---|---|---|---|---|
| Moulton Wealth Management | 4.6M | $4.6M | 100% | Mar 2026 |
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| Wolfstich Capital | 2.5M | $2.5M | 683% | Mar 2026 |
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| Advisor OS | 173k | $18M | 100% | Mar 2026 |
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| Mjp Associates | 169k | $17M | 100% | Mar 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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| Clear Creek Financial Management | 79k | $7.9M | 100% | Mar 2026 |
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| Tower Research Capital | 77k | $7.8M | 100% | Dec 2025 |
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| Addison Capital | 66k | $6.6M | -28% | Mar 2026 |
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| North Berkeley Wealth Management | 50k | $5.0M | -78% | Mar 2026 |
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| Goldman Sachs Group | 44k | $4.4M | 100% | Mar 2026 |
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| We Are One Seven | 33k | $3.3M | -1% | Dec 2025 |
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| Worth Asset Management | 28k | $2.8M | 216% | Mar 2026 |
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| Jane Street | 21k | $2.1M | -79% | Mar 2026 |
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| Belpointe Asset Management | 18k | $1.9M | 58% | Mar 2026 |
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| Bleakley Financial Group | 18k | $1.8M | 5% | Mar 2026 |
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| Luken Investment Analytics | 16k | $1.6M | 12% | Mar 2026 |
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| Vista Cima Wealth Management | 16k | $1.6M | 100% | Mar 2026 |
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| Stone Loft Wealth Management | 13k | $1.3M | -48% | Mar 2026 |
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| Emerald Investment Partners | 12k | $1.2M | 101% | Mar 2026 |
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| WealthPlan Investment Management | 11k | $1.1M | -84% | Mar 2026 |
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| Sanctuary Advisors | 10k | $1.0M | 338% | Mar 2026 |
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| Mascagni Wealth Management | 9.3k | $936k | -11% | Mar 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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| 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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| Mendota Financial Group | 5.8k | $584k | 100% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 5.3k | $531k | 124% | Mar 2026 |
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| Johnson Investment Counsel | 4.9k | $490k | 100% | Mar 2026 |
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| Pinnacle Family Advisors | 4.0k | $401k | 0% | Dec 2025 |
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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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| Cambridge Investment Research Advisors | 3.3k | $333k | -56% | Mar 2026 |
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| Mirador Capital Partners | 3.0k | $300k | 100% | Mar 2026 |
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| Private Client Services | 3.0k | $300k | 100% | Mar 2026 |
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| AE Wealth Management | 3.0k | $299k | 100% | Mar 2026 |
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| Iams Wealth Management | 2.9k | $289k | 100% | Mar 2026 |
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| Integrity Alliance | 2.6k | $262k | 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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| SRS Capital Advisors | 2.2k | $224k | 100% | Mar 2026 |
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| Daymark Wealth Partners | 2.2k | $224k | 100% | Mar 2026 |
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| Creative Financial Designs | 2.0k | $205k | 2% | Mar 2026 |
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| Evergreen Capital Management | 2.0k | $201k | 100% | Dec 2025 |
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| Advisor Group Holdings | 952.00 | $96k | 46% | Dec 2025 |
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| Aptus Capital Advisors | 890.00 | $90k | 100% | Mar 2026 |
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| Robbins Farley | 600.00 | $60k | 100% | Mar 2026 |
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| Hartford Financial Management | 259.00 | $26k | -51% | Mar 2026 |
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| West Branch Capital | 158.00 | $16k | 5% | Mar 2026 |
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| Fairway Wealth | 149.00 | $15k | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 105.00 | $11k | 100% | Mar 2026 |
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| Financial Management Professionals | 28.00 | $2.8k | 0% | Mar 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 |
|---|---|---|---|
| Encompass More Asset Management | Dec 2025 | 50k | $5.0M |
| Susquehanna International | Sep 2025 | 39k | $3.9M |
| Crumly & Associates | Dec 2025 | 14k | $1.4M |
| UBS Group | Dec 2025 | 13k | $1.3M |
| McAdam | Dec 2025 | 8.4k | $846k |
| Almanack Investment Partners | Dec 2025 | 6.5k | $654k |
| Csenge Advisory Group | Dec 2025 | 6.1k | $617k |
| One + One Wealth Management | Dec 2025 | 2.7k | $276k |
| United Advisor Group | Dec 2025 | 2.4k | $241k |
| Jpmorgan Chase & Co | Sep 2025 | 763.00 | $77k |