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 | 223M | $5.7B | 5% | Dec 2025 |
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| CacheTech | 390k | $10M | 3% | Dec 2025 |
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| Adams Wealth Management | 355k | $9.1M | 1% | Dec 2025 |
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| Summit Financial | 107k | $2.7M | 1% | Dec 2025 |
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| Susquehanna International | 92k | $2.4M | 388% | Dec 2025 |
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| Citadel Advisors | 59k | $1.5M | -21% | Dec 2025 |
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| Jane Street | 49k | $1.3M | 203% | Dec 2025 |
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| Mariner Wealth Advisors | 29k | $755k | 70% | Dec 2025 |
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| LPL Financial | 29k | $753k | 20% | Dec 2025 |
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| CoreCap Advisors | 26k | $653k | 1539% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 25k | $649k | 100% | Mar 2026 |
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| Chapman Financial Group | 25k | $649k | 5% | Dec 2025 |
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| Mercer Global Advisors | 22k | $565k | -7% | Dec 2025 |
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| Hidden Cove Wealth Management | 15k | $372k | 100% | Dec 2025 |
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| Chapin Davis | 13k | $326k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 13k | $326k | 100% | Dec 2025 |
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| Creative Planning | 11k | $284k | 100% | Dec 2025 |
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| Colony | 11k | $276k | 100% | Dec 2025 |
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| Raymond James Financial | 9.0k | $231k | 100% | Dec 2025 |
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| Hrt Financial | 8.7k | $223k | 100% | Dec 2025 |
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| IFP Advisors | 8.3k | $213k | 100% | Dec 2025 |
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| Advisor Group Holdings | 7.3k | $187k | 50% | Dec 2025 |
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| Pnc Financial Services | 7.2k | $185k | 80% | Dec 2025 |
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| CWM | 6.6k | $168k | 3213% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 6.5k | $166k | 305% | Dec 2025 |
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| MAI Wealth Advisors | 5.9k | $153k | 1444% | Dec 2025 |
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| FMR | 5.4k | $138k | 100% | Dec 2025 |
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| Piscataqua Savings Bank | 5.2k | $134k | 0% | Mar 2026 |
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| Ancora Advisors | 3.6k | $92k | 100% | Dec 2025 |
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| Private Wealth Asset Management | 3.5k | $91k | 100% | Dec 2025 |
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| Global Retirement Partners | 3.3k | $86k | 100% | Dec 2025 |
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| WealthCollab | 3.2k | $83k | 100% | Dec 2025 |
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| Farther Finance Advisors | 3.1k | $79k | 1205% | Mar 2026 |
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| Howe and Rusling | 3.1k | $79k | 204% | Dec 2025 |
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| Rockefeller Capital Management | 2.8k | $72k | 727% | Dec 2025 |
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| PFS Partners | 2.7k | $69k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 2.3k | $58k | 4100% | Dec 2025 |
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| Fifth Third Bancorp | 2.1k | $53k | 100% | Dec 2025 |
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| Wells Fargo & Company | 1.7k | $45k | 451% | Dec 2025 |
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| Hoey Investments | 1.6k | $40k | 0% | Dec 2025 |
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| Triumph Capital Management | 1.2k | $31k | 100% | Dec 2025 |
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| Phillips Financial Management | 871.00 | $22k | 100% | Dec 2025 |
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| Root Financial Partners | 858.00 | $22k | 88% | Dec 2025 |
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| MCF Advisors | 845.00 | $22k | -15% | Dec 2025 |
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| Harbour Investments | 825.00 | $21k | 2% | Dec 2025 |
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| Creative Capital Management Investments | 487.00 | $13k | 100% | Dec 2025 |
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| Godsey and Gibb | 486.00 | $13k | 0% | Dec 2025 |
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| Brown Brothers Harriman & Co. | 322.00 | $8.3k | 100% | Dec 2025 |
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| Optima Capital | 294.00 | $7.5k | 100% | Dec 2025 |
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| AE Wealth Management | 246.00 | $6.3k | 19% | Dec 2025 |
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| Franklin Resources | 240.00 | $6.2k | 100% | Dec 2025 |
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| Harbor Asset Planning | 142.00 | $3.6k | 100% | Dec 2025 |
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| Darren Munn | 138.00 | $3.5k | 100% | Dec 2025 |
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| Financial Management Professionals | 115.00 | $3.0k | 0% | Dec 2025 |
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| Smartleaf Asset Management | 93.00 | $2.4k | 100% | Dec 2025 |
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| Quent Capital | 63.00 | $1.6k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 62.00 | $1.6k | -92% | Dec 2025 |
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| Valley National Advisers | 50.00 | $1.0k | 100% | Dec 2025 |
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| SRS Capital Advisors | 46.00 | $1.2k | 100% | Dec 2025 |
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| Assetmark | 24.00 | $616.000800 | -71% | Dec 2025 |
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| Hartland & Co | 12.00 | $309.000000 | -62% | Dec 2025 |
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| William Blair $ Company | 6.00 | $154.000200 | 100% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 2.00 | $51.000000 | 100% | Dec 2025 |
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| Goss Wealth Management | 2.00 | $51.000000 | 100% | Dec 2025 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Sep 2025 | 35k | $886k |
| Orin Green Financial | Sep 2025 | 11k | $292k |
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | Sep 2025 | 10k | $261k |
| John W. Brooker & Co., CPAs | Sep 2025 | 8.7k | $225k |
| Larson Financial Group | Sep 2025 | 1.4k | $36k |
| Aptus Capital Advisors | Sep 2025 | 1.0k | $27k |
| Steigerwald, Gordon & Koch | Sep 2025 | 926.00 | $24k |
| Cullen Frost Bankers | Sep 2025 | 905.00 | $23k |
| Bartlett & Co. Wealth Management | Sep 2025 | 334.00 | $8.6k |
| Atlantic Trust | Sep 2025 | 260.00 | $6.7k |
| UBS Group | Sep 2025 | 219.00 | $5.6k |
| Sontag Advisory | Sep 2025 | 217.00 | $5.6k |
| Signature | Dec 2025 | 101.00 | $2.6k |
| AdvisorNet Financial | Sep 2025 | 35.00 | $900.000500 |
| Compass Financial Services | Sep 2025 | 24.00 | $616.999200 |