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 |
|
| CacheTech | 387k | $9.9M | -1% | Mar 2026 |
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| Adams Wealth Management | 350k | $8.9M | -1% | Mar 2026 |
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| Goldman Sachs Group | 327k | $8.3M | 100% | Mar 2026 |
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| Schwallier Wealth Management | 176k | $4.5M | 100% | Mar 2026 |
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| Summit Financial | 125k | $3.2M | 17% | Mar 2026 |
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| Susquehanna International | 92k | $2.4M | 388% | Dec 2025 |
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| Citadel Advisors | 70k | $1.8M | 19% | Mar 2026 |
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| Jane Street | 68k | $1.7M | 39% | Mar 2026 |
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| Mercer Global Advisors | 67k | $1.7M | 206% | Mar 2026 |
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| LPL Financial | 48k | $1.2M | 62% | Mar 2026 |
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| Creative Planning | 30k | $762k | 170% | Mar 2026 |
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| Aspetuck Financial Management | 29k | $735k | 100% | Mar 2026 |
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| Bank of America Corporation | 26k | $661k | 100% | Mar 2026 |
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| CoreCap Advisors | 26k | $653k | 1539% | Mar 2026 |
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| Chapman Financial Group | 26k | $651k | 1% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 25k | $649k | 100% | Mar 2026 |
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| Union Bankshares | 22k | $550k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 14k | $348k | 7% | Mar 2026 |
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| Hrt Financial | 14k | $346k | 56% | Mar 2026 |
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| Chapin Davis | 13k | $324k | 0% | Mar 2026 |
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| Simplicity Wealth | 11k | $275k | 100% | Mar 2026 |
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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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| Intl Fcstone | 8.5k | $217k | 100% | Mar 2026 |
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| Lodestar Private Asset Management | 8.0k | $204k | 100% | Mar 2026 |
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| Advisor Group Holdings | 7.3k | $187k | 50% | Dec 2025 |
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| CWM | 6.6k | $168k | 3213% | Dec 2025 |
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| MAI Wealth Advisors | 6.1k | $156k | 3% | Mar 2026 |
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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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| Private Wealth Asset Management | 3.5k | $91k | 0% | Mar 2026 |
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| Global Retirement Partners | 3.3k | $86k | 100% | Dec 2025 |
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| Farther Finance Advisors | 3.1k | $79k | 1205% | Mar 2026 |
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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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| Morgan Stanley | 2.2k | $57k | 100% | Mar 2026 |
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| Ancora Advisors | 1.7k | $43k | -54% | Mar 2026 |
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| Hoey Investments | 1.6k | $41k | 2% | Mar 2026 |
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| IFP Advisors | 1.3k | $34k | -84% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.3k | $34k | -80% | Mar 2026 |
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| Hm Payson & Co | 1.3k | $32k | 100% | Mar 2026 |
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| Royal Bank of Canada | 1.2k | $30k | 39200% | Mar 2026 |
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| Beacon Capital Management | 1.1k | $29k | 100% | Mar 2026 |
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| Burk Holdings | 1.1k | $27k | 100% | Mar 2026 |
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| Harbour Investments | 885.00 | $23k | 7% | Mar 2026 |
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| MCF Advisors | 845.00 | $22k | 0% | Mar 2026 |
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| Gill Capital Partners | 676.00 | $17k | 100% | Mar 2026 |
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| Creative Capital Management Investments | 655.00 | $17k | 34% | Mar 2026 |
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| Wells Fargo & Company | 573.00 | $15k | -67% | Mar 2026 |
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| Root Financial Partners | 524.00 | $13k | -39% | Mar 2026 |
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| Cdkv Holdings | 521.00 | $13k | 100% | Mar 2026 |
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| Godsey and Gibb | 486.00 | $12k | 0% | Mar 2026 |
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| Brown Brothers Harriman & Co. | 322.00 | $8.2k | 0% | Mar 2026 |
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| GHP Investment Advisors | 286.00 | $7.3k | 100% | Mar 2026 |
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| AE Wealth Management | 244.00 | $6.2k | -1% | Mar 2026 |
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| Franklin Resources | 240.00 | $6.1k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 226.00 | $5.8k | -89% | Mar 2026 |
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| Rockefeller Capital Management | 223.00 | $5.7k | -92% | Mar 2026 |
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| Key Capital Management | 195.00 | $5.0k | 100% | Mar 2026 |
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| Capital Analysts | 140.00 | $4.0k | 100% | Mar 2026 |
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| Pnc Financial Services | 120.00 | $3.1k | -98% | Mar 2026 |
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| Financial Management Professionals | 115.00 | $2.9k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 62.00 | $1.6k | -92% | Dec 2025 |
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| Portus Wealth Advisors | 59.00 | $1.5k | 100% | Mar 2026 |
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| Valley National Advisers | 50.00 | $1.0k | 0% | Mar 2026 |
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| Assetmark | 48.00 | $1.2k | 100% | Mar 2026 |
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| Parallel Advisors | 29.00 | $740.999300 | 100% | Mar 2026 |
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| Sunbelt Securities | 29.00 | $744.000800 | 100% | Mar 2026 |
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| AdvisorNet Financial | 15.00 | $382.999500 | 100% | Mar 2026 |
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| CVA Family Office | 12.00 | $306.999600 | 100% | Mar 2026 |
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| Hartland & Co | 12.00 | $306.999600 | 0% | Mar 2026 |
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| Signature Resources Capital Management | 9.00 | $230.000400 | 100% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 2.00 | $51.000000 | 0% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mariner Wealth Advisors | Dec 2025 | 29k | $755k |
| Hidden Cove Wealth Management | Dec 2025 | 15k | $372k |
| WealthCollab | Dec 2025 | 3.2k | $83k |
| Howe and Rusling | Dec 2025 | 3.1k | $79k |
| Larson Financial Group | Sep 2025 | 1.4k | $36k |
| Triumph Capital Management | Dec 2025 | 1.2k | $31k |
| Phillips Financial Management | Dec 2025 | 871.00 | $22k |
| Optima Capital | Dec 2025 | 294.00 | $7.5k |
| Atlantic Trust | Sep 2025 | 260.00 | $6.7k |
| Harbor Asset Planning | Dec 2025 | 142.00 | $3.6k |
| Darren Munn | Dec 2025 | 138.00 | $3.5k |
| Signature | Dec 2025 | 101.00 | $2.6k |
| Smartleaf Asset Management | Dec 2025 | 93.00 | $2.4k |
| Quent Capital | Dec 2025 | 63.00 | $1.6k |
| SRS Capital Advisors | Dec 2025 | 46.00 | $1.2k |
| William Blair $ Company | Dec 2025 | 6.00 | $154.000200 |
| Goss Wealth Management | Dec 2025 | 2.00 | $51.000000 |