Who owns SCHWAB STRATEGIC TR?
- Ticker: SMBS
- CUSIP Number: 808524615
Tip: Access positions for across all investors
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 | 245M | $6.2B | 4% | Jun 2026 |
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| Sixth Street Partners Management Company | 245M | $6.2B | 100% | Jun 2026 |
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| CacheTech | 451k | $12M | 17% | Jun 2026 |
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| Adams Wealth Management | 384k | $9.8M | 10% | Jun 2026 |
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| Schwallier Wealth Management | 198k | $5.0M | 13% | Jun 2026 |
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| Citadel Advisors | 161k | $4.1M | 130% | Jun 2026 |
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| Summit Financial | 132k | $3.3M | 6% | Jun 2026 |
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| Jpmorgan Chase & Co | 91k | $2.3M | 100% | Jun 2026 |
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| Goldman Sachs Group | 85k | $2.2M | -74% | Jun 2026 |
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| Susquehanna International | 74k | $1.9M | -73% | Jun 2026 |
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| Jane Street | 56k | $1.4M | -18% | Jun 2026 |
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| Aspetuck Financial Management | 42k | $1.1M | 46% | Jun 2026 |
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| LPL Financial | 41k | $1.0M | -14% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 39k | $979k | 51% | Jun 2026 |
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| Mercer Global Advisors | 38k | $960k | -44% | Jun 2026 |
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| Hrt Financial | 27k | $677k | 97% | Jun 2026 |
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| Bank of America Corporation | 26k | $667k | 1% | Jun 2026 |
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| Chapman Financial Group | 26k | $666k | 3% | Jun 2026 |
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| Creative Planning | 26k | $648k | -15% | Jun 2026 |
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| Union Bankshares | 22k | $547k | 0% | Jun 2026 |
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| Colony | 18k | $454k | 100% | Jun 2026 |
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| Cetera Investment Advisers | 16k | $393k | 14% | Jun 2026 |
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| Brighton Jones | 15k | $385k | 100% | Jun 2026 |
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| CI Private Wealth | 15k | $370k | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 15k | $368k | 100% | Jun 2026 |
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| Farther Finance Advisors | 14k | $360k | 356% | Jun 2026 |
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| Chapin Davis | 13k | $323k | 0% | Jun 2026 |
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| Facet Wealth | 12k | $298k | 100% | Jun 2026 |
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| Raymond James Financial | 11k | $289k | 100% | Jun 2026 |
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| FMR | 11k | $289k | -21% | Jun 2026 |
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| Royal Bank of Canada | 11k | $295k | 841% | Jun 2026 |
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| HPM Partners | 11k | $279k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 8.9k | $226k | 100% | Jun 2026 |
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| Lodestar Private Asset Management | 8.0k | $203k | 0% | Jun 2026 |
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| CGC Financial Services | 7.3k | $186k | 100% | Jun 2026 |
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| CWM | 7.2k | $183k | 9% | Mar 2026 |
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| Piscataqua Savings Bank | 5.2k | $133k | 0% | Jun 2026 |
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| Advisor Group Holdings | 5.1k | $131k | -29% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 4.5k | $114k | 243% | Jun 2026 |
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| Wells Fargo & Company | 3.8k | $97k | 567% | Jun 2026 |
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| CoreCap Advisors | 3.1k | $80k | -88% | Jun 2026 |
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| PFS Partners | 2.7k | $68k | 0% | Jun 2026 |
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| AE Wealth Management | 2.5k | $65k | 942% | Jun 2026 |
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| Morgan Stanley | 2.2k | $57k | -58% | Mar 2026 |
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| Addison Advisors | 2.2k | $56k | 100% | Jun 2026 |
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| Parallel Advisors | 2.0k | $50k | 6652% | Jun 2026 |
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| Jones Financial Companies, L.L | 1.9k | $48k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.7k | $44k | 100% | Jun 2026 |
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| Ancora Advisors | 1.7k | $42k | 0% | Jun 2026 |
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| Hoey Investments | 1.6k | $40k | -2% | Jun 2026 |
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| IFP Advisors | 1.3k | $33k | -4% | Jun 2026 |
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| Hm Payson & Co | 1.3k | $32k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 1.2k | $30k | -11% | Jun 2026 |
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| Aptus Capital Advisors | 1.1k | $28k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 1.0k | $26k | 100% | Jun 2026 |
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| SRS Capital Advisors | 1.0k | $26k | 100% | Jun 2026 |
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| Mosley Wealth Management | 964.00 | $25k | 100% | Jun 2026 |
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| Harbour Investments | 896.00 | $23k | 1% | Jun 2026 |
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| MCF Advisors | 845.00 | $22k | 0% | Jun 2026 |
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| Burk Holdings | 726.00 | $19k | -32% | Jun 2026 |
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| Larson Financial Group | 683.00 | $17k | 100% | Jun 2026 |
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| Gill Capital Partners | 676.00 | $17k | 0% | Jun 2026 |
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| Us Bancorp | 675.00 | $17k | 100% | Jun 2026 |
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| Cdkv Holdings | 521.00 | $13k | 0% | Jun 2026 |
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| CrossGen Wealth | 507.00 | $13k | 100% | Jun 2026 |
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| Creative Capital Management Investments | 487.00 | $12k | -26% | Jun 2026 |
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| Godsey and Gibb | 486.00 | $12k | 0% | Jun 2026 |
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| Brown Brothers Harriman & Co. | 322.00 | $8.2k | 0% | Jun 2026 |
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| Cassaday & Co Wealth Management | 239.00 | $6.1k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 226.00 | $5.7k | 0% | Jun 2026 |
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| Summit Investment Advisors | 198.00 | $5.0k | 100% | Jun 2026 |
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| Assetmark | 189.00 | $4.8k | 294% | Jun 2026 |
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| Financial Management Professionals | 115.00 | $2.9k | 0% | Jun 2026 |
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| William Blair $ Company | 114.00 | $2.9k | 100% | Jun 2026 |
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| UBS Group | 87.00 | $2.2k | 100% | Jun 2026 |
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| Pnc Financial Services | 72.00 | $1.8k | -40% | Jun 2026 |
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| Bessemer | 49.00 | $1.0k | 100% | Jun 2026 |
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| Sunbelt Securities | 29.00 | $744.000800 | 100% | Mar 2026 |
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| Basepoint Wealth | 28.00 | $714.999600 | 100% | Jun 2026 |
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| Tower Research Capital | 20.00 | $508.000000 | 100% | Jun 2026 |
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| CVA Family Office | 12.00 | $305.000400 | 0% | Jun 2026 |
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| Signature Resources Capital Management | 9.00 | $228.999600 | 0% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 2.00 | $51.000000 | 0% | Jun 2026 |
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| Rockefeller Capital Management | 1.00 | $26.000000 | -100% | Jun 2026 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Simplicity Wealth | Mar 2026 | 11k | $275k |
| Intl Fcstone | Mar 2026 | 8.5k | $217k |
| MAI Wealth Advisors | Mar 2026 | 6.1k | $156k |
| Private Wealth Asset Management | Mar 2026 | 3.5k | $91k |
| Global Retirement Partners | Dec 2025 | 3.3k | $86k |
| Triumph Capital Management | Dec 2025 | 1.2k | $31k |
| Beacon Capital Management | Mar 2026 | 1.1k | $29k |
| Synergy Investment Management | Mar 2026 | 777.00 | $20k |
| Asset Dedication | Mar 2026 | 769.00 | $20k |
| Root Financial Partners | Mar 2026 | 524.00 | $13k |
| Advisory Services Network | Mar 2026 | 422.00 | $11k |
| GHP Investment Advisors | Mar 2026 | 286.00 | $7.3k |
| Franklin Resources | Mar 2026 | 240.00 | $6.1k |
| Key Capital Management | Mar 2026 | 195.00 | $5.0k |
| Capital Analysts | Mar 2026 | 140.00 | $4.0k |
| Portus Wealth Advisors | Mar 2026 | 59.00 | $1.5k |
| Valley National Advisers | Mar 2026 | 50.00 | $1.0k |
| AdvisorNet Financial | Mar 2026 | 15.00 | $382.999500 |
| Hartland & Co | Mar 2026 | 12.00 | $306.999600 |