Who owns SCHWAB STRATEGIC TR?
- Ticker: SMBS
- CUSIP Number: 808524615
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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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 211M | $5.4B | 4% | Sep 2025 |
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| CacheTech | 380k | $9.8M | 8% | Sep 2025 |
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| Adams Wealth Management | 353k | $9.1M | 0% | Sep 2025 |
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| Summit Financial | 106k | $2.7M | 100% | Sep 2025 |
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| Citadel Advisors | 75k | $1.9M | -42% | Sep 2025 |
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| Goldman Sachs Group | 35k | $886k | 100% | Sep 2025 |
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| LPL Financial | 24k | $628k | 46% | Sep 2025 |
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| Chapman Financial Group | 24k | $621k | 36% | Sep 2025 |
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| Mercer Global Advisors | 24k | $606k | 100% | Sep 2025 |
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| Susquehanna International | 19k | $486k | 83% | Sep 2025 |
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| Mariner Wealth Advisors | 17k | $445k | 100% | Sep 2025 |
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| Jane Street | 16k | $414k | -78% | Sep 2025 |
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| Chapin Davis | 13k | $327k | 100% | Sep 2025 |
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| Orin Green Financial | 11k | $292k | 100% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 10k | $261k | 100% | Sep 2025 |
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| Copperwynd Financial | 10k | $255k | 100% | Jun 2025 |
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| John W. Brooker & Co., CPAs | 8.7k | $225k | 100% | Sep 2025 |
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| Advisor Group Holdings | 4.8k | $124k | 104% | Sep 2025 |
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| Pnc Financial Services | 4.0k | $103k | 555% | Sep 2025 |
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| CoreCap Advisors | 2.9k | $75k | -71% | Sep 2025 |
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| PFS Partners | 2.7k | $69k | 100% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 1.6k | $41k | -17% | Sep 2025 |
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| Hoey Investments | 1.6k | $40k | 0% | Sep 2025 |
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| Larson Financial Group | 1.4k | $36k | -82% | Sep 2025 |
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| Triumph Capital Management | 1.2k | $31k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 1.0k | $27k | 165% | Sep 2025 |
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| Howe and Rusling | 1.0k | $26k | 100% | Sep 2025 |
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| MCF Advisors | 993.00 | $26k | 18% | Sep 2025 |
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| Steigerwald, Gordon & Koch | 926.00 | $24k | 100% | Sep 2025 |
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| Cullen Frost Bankers | 905.00 | $23k | 100% | Sep 2025 |
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| Harbour Investments | 811.00 | $21k | 1% | Sep 2025 |
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| Jones Financial Companies, L.L | 772.00 | $20k | -12% | Sep 2025 |
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| Farther Finance Advisors | 568.00 | $15k | 281% | Sep 2025 |
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| Binnacle Investments | 546.00 | $14k | 0% | Sep 2025 |
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| Godsey and Gibb | 486.00 | $13k | 100% | Sep 2025 |
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| Root Financial Partners | 457.00 | $12k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 385.00 | $9.9k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 338.00 | $8.7k | 100% | Sep 2025 |
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| Bartlett & Co. Wealth Management | 334.00 | $8.6k | 100% | Sep 2025 |
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| Wells Fargo & Company | 315.00 | $8.1k | 172% | Sep 2025 |
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| Atlantic Trust | 260.00 | $6.7k | 100% | Sep 2025 |
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| UBS Group | 219.00 | $5.6k | 5% | Sep 2025 |
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| Sontag Advisory | 217.00 | $5.6k | 100% | Sep 2025 |
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| AE Wealth Management | 206.00 | $5.3k | 100% | Sep 2025 |
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| Morgan Stanley | 199.00 | $5.1k | 100% | Jun 2025 |
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| CWM | 198.00 | $5.0k | 100% | Sep 2025 |
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| Moser Wealth Advisors | 180.00 | $4.6k | 100% | Jun 2025 |
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| Financial Management Professionals | 115.00 | $3.0k | 0% | Sep 2025 |
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| Signature | 101.00 | $2.6k | 100% | Sep 2025 |
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| Highline Wealth Partners | 86.00 | $2.2k | 0% | Sep 2025 |
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| Assetmark | 82.00 | $2.1k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 54.00 | $1.4k | 100% | Sep 2025 |
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| AdvisorNet Financial | 35.00 | $900.000500 | 100% | Sep 2025 |
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| Hartland & Co | 32.00 | $823.001600 | 100% | Sep 2025 |
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| Compass Financial Services | 24.00 | $616.999200 | 100% | Sep 2025 |
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| Royal Bank of Canada | 3.00 | $0 | 100% | Sep 2025 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Jun 2025 | 52k | $1.3M |
| Lido Advisors | Jun 2025 | 19k | $471k |
| Goss Wealth Management | Jun 2025 | 4.6k | $117k |
| Raymond James Financial | Jun 2025 | 4.1k | $104k |
| Sym Financial Corporation | Jun 2025 | 1.4k | $35k |
| Us Bancorp | Jun 2025 | 104.00 | $2.6k |
| Brown Brothers Harriman & Co. | Jun 2025 | 47.00 | $1.2k |
| Joel R Mogy Investment Counsel | Jun 2025 | 34.00 | $866.000400 |
| Central Trust & Investment | Jun 2025 | 28.00 | $714.000000 |
| Huntington National Bank | Jun 2025 | 22.00 | $559.999000 |
| Parallel Advisors | Jun 2025 | 12.00 | $306.000000 |
| Johnson Financial Group | Jun 2025 | 8.00 | $204.000000 |