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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| Clear Creek Financial Management | 147k | $15M | 8% | Sep 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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| 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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| Fulcrum Wealth Advisors | 48k | $4.8M | 52% | Sep 2026 |
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| WPG Advisers | 45k | $4.5M | 219% | Sep 2026 |
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| Susquehanna International | 43k | $4.3M | 37% | Jun 2026 |
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| FCG Investment | 40k | $4.0M | 579% | Sep 2026 |
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| Farther Finance Advisors | 32k | $3.2M | 149% | Sep 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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| Diversify Advisory Services | 14k | $1.4M | 100% | Sep 2026 |
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| Diversify Wealth Management | 14k | $1.4M | 100% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 13k | $1.3M | 109% | Sep 2026 |
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| Stone Loft Wealth Management | 12k | $1.2M | -5% | Sep 2026 |
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| Mills Wealth Advisors | 11k | $1.2M | 69% | Sep 2026 |
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| WPWealth | 9.9k | $1000k | 60% | 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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| Summit Wealth Group Llc / Co | 9.2k | $926k | 100% | Sep 2026 |
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| Goldman Sachs Group | 8.3k | $840k | -81% | Jun 2026 |
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| Compass Ion Advisors | 8.2k | $826k | -25% | Sep 2026 |
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| Cambridge Investment Research Advisors | 8.0k | $809k | -4% | Sep 2026 |
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| Mascagni Wealth Management | 7.8k | $789k | -28% | Sep 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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| Worth Asset Management | 7.0k | $702k | -30% | Sep 2026 |
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| Parkwoods Wealth Partners | 6.3k | $631k | 100% | Jun 2026 |
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| United Capital Financial Advisers | 6.0k | $606k | 1% | Jun 2026 |
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| WealthPlan Investment Management | 5.9k | $595k | -33% | Sep 2026 |
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| Kingswood Wealth Advisors | 5.7k | $575k | 15% | Sep 2026 |
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| Hegarty Advisors | 5.3k | $530k | 100% | Sep 2026 |
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| Victory Financial Group | 5.2k | $525k | 100% | Sep 2026 |
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| TCG Advisory Services | 5.0k | $502k | 100% | Sep 2026 |
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| Main Street Financial Solutions | 5.0k | $501k | 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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| 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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| Simplicity Wealth | 3.6k | $367k | 32% | Sep 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 | 3.6k | $359k | 1% | Sep 2026 |
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| Resources Investment Advisors | 3.4k | $340k | 100% | Jun 2026 |
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| Keel Point | 3.4k | $340k | 100% | 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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| Lighthouse Financial Services | 3.1k | $311k | 100% | Sep 2026 |
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| Mirador Capital Partners | 3.0k | $306k | 1% | Sep 2026 |
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| Daytona Street Capital | 3.0k | $300k | 100% | Sep 2026 |
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| Elevate Capital Advisors | 2.9k | $293k | 100% | Sep 2026 |
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| Neumann Capital Management | 2.9k | $292k | 43% | Sep 2026 |
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| HighTower Advisors | 2.9k | $288k | 100% | Jun 2026 |
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| Richard P Slaughter Associates | 2.5k | $248k | 0% | Sep 2026 |
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| Balboa Wealth Partners | 2.4k | $242k | -13% | Sep 2026 |
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| Integrity Advisory Solutions | 2.4k | $239k | 100% | Sep 2026 |
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| Integrity Alliance | 2.3k | $233k | -30% | Sep 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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| Fort Washington Investment Advisors | 2.2k | $223k | 100% | Sep 2026 |
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| Iams Wealth Management | 2.2k | $217k | -11% | Sep 2026 |
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| Harbour Investments | 2.1k | $211k | -41% | Jun 2026 |
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| TCI Wealth Advisors | 2.1k | $210k | 100% | Sep 2026 |
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| Verisail Partners | 2.1k | $210k | 100% | Sep 2026 |
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| Western Wealth Management | 2.0k | $200k | 100% | Jun 2026 |
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| Bangor Savings Bank | 1.2k | $121k | 100% | Sep 2026 |
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| Jpmorgan Chase & Co | 780.00 | $79k | 100% | Jun 2026 |
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| Moisand Fitzgerald Tamayo | 747.00 | $75k | 100% | Sep 2026 |
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| Advisor Group Holdings | 650.00 | $66k | 4% | Jun 2026 |
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| Robbins Farley | 599.00 | $60k | 0% | Sep 2026 |
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| Vermillion Wealth Management | 495.00 | $50k | 0% | Sep 2026 |
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| Larson Financial Group | 271.00 | $27k | 100% | Jun 2026 |
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| West Branch Capital | 163.00 | $16k | 1% | Sep 2026 |
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| Fairway Wealth | 151.00 | $15k | 1% | Sep 2026 |
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| Action Point Financial Planning | 115.00 | $12k | 100% | Jun 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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| 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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| Financial Management Professionals | 12.00 | $1.2k | -57% | Sep 2026 |
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| Steigerwald, Gordon & Koch | 4.00 | $407.000000 | 33% | Jun 2026 |
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| Trust | 1.00 | $97.000000 | 100% | Sep 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 |
|---|---|---|---|
| Emerald Investment Partners | Mar 2026 | 12k | $1.2M |
| Private Client Services | Jun 2026 | 9.5k | $960k |
| Hrt Financial | Mar 2026 | 5.8k | $586k |
| OpenArc Corporate Advisory | Jun 2026 | 5.5k | $550k |
| Johnson Investment Counsel | Mar 2026 | 4.9k | $490k |
| Creative Planning | Jun 2026 | 4.3k | $438k |
| Foundations Investment Advisors | Mar 2026 | 3.4k | $344k |
| Real Talk Capital | Mar 2026 | 3.4k | $344k |
| Daymark Wealth Partners | Mar 2026 | 2.2k | $224k |
| We Are One Seven | Jun 2026 | 2.0k | $204k |
| Ulland Investment Advisors | Jun 2026 | 400.00 | $40k |