Who owns Schwab Strategic Tr schwab fdt us bm?
- Ticker: FNDB
- CUSIP Number: 808524789
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr schwab fdt us bm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr schwab fdt us bm stock
Who bought or sold Schwab Strategic Tr schwab fdt us bm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financial Consulate | 547k | $36M | 1% | Mar 2024 |
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| Callan Capital | 457k | $30M | -1% | Mar 2024 |
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| HighTower Advisors | 211k | $14M | -3% | Mar 2024 |
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| Systelligence | 202k | $13M | 0% | Mar 2024 |
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| Sound Stewardship | 196k | $13M | 1% | Mar 2024 |
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| Opes Wealth Management | 169k | $11M | 2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 155k | $10M | 16% | Mar 2024 |
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| Raymond James Financial Services Advisors | 113k | $7.5M | 228% | Mar 2024 |
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| Morgan Stanley | 86k | $5.7M | 43% | Mar 2024 |
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| LPL Financial | 76k | $5.1M | -6% | Mar 2024 |
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| Envestnet Asset Management | 74k | $4.9M | 342% | Mar 2024 |
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| Guardian Financial Partners | 71k | $4.7M | -7% | Mar 2024 |
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| Ameriprise Financial | 68k | $4.5M | -5% | Mar 2024 |
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| CVA Family Office | 62k | $3.8M | -9% | Dec 2023 |
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| Leonard Rickey Investment Advisors P | 61k | $4.0M | -2% | Mar 2024 |
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| Townsend Asset Management Corp | 51k | $3.4M | 0% | Mar 2024 |
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| UBS Group | 50k | $3.3M | -2% | Mar 2024 |
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| HHM Wealth Advisors | 41k | $2.7M | -7% | Mar 2024 |
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| Milestone Investment Advisors | 34k | $2.0M | 0% | Dec 2023 |
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| Captrust Financial Advisors | 30k | $2.0M | -2% | Mar 2024 |
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| Red Door Wealth Management | 29k | $1.9M | 0% | Mar 2024 |
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| Clarius | 29k | $1.9M | 4% | Mar 2024 |
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| Citadel Advisors | 29k | $1.9M | 172% | Mar 2024 |
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| Resonant Capital Advisors | 28k | $1.9M | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 28k | $1.8M | -3% | Mar 2024 |
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| Mezzasalma Advisors | 28k | $1.8M | 385% | Mar 2024 |
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| Raymond James & Associates | 27k | $1.8M | 2% | Mar 2024 |
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| Yoder Wealth Management | 26k | $1.7M | 0% | Mar 2024 |
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| First National Corp | 25k | $1.5M | 0% | Mar 2024 |
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| Bank of America Corporation | 24k | $1.6M | 32% | Mar 2024 |
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| Sontag Advisory | 24k | $1.6M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 22k | $1.5M | 9% | Mar 2024 |
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| Kaizen Financial Strategies | 21k | $1.4M | 6% | Mar 2024 |
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| Foster Group | 20k | $1.3M | 10% | Mar 2024 |
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| Coldstream Capital Management | 19k | $1.2M | 0% | Dec 2023 |
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| MAI Wealth Advisors | 19k | $1.2M | 48% | Mar 2024 |
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| Nicholas Hoffman & Company | 18k | $1.2M | 38% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 17k | $1.1M | 0% | Mar 2024 |
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| Wade Financial Advisory | 16k | $973k | -1% | Dec 2023 |
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| Susquehanna International | 16k | $1.0M | 100% | Mar 2024 |
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| Red Tortoise | 15k | $1.0M | 0% | Mar 2024 |
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| Advisor Group Holdings | 15k | $984k | 22% | Mar 2024 |
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| Quadrant Capital | 15k | $971k | 0% | Mar 2024 |
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| GSG Advisors | 14k | $911k | 1% | Mar 2024 |
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| Creative Planning | 14k | $914k | 10% | Mar 2024 |
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| MorganRosel Wealth Management | 14k | $896k | -11% | Mar 2024 |
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| SeaCrest Wealth Management | 13k | $879k | -12% | Mar 2024 |
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| AdvisorNet Financial | 13k | $857k | 5% | Mar 2024 |
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| James Investment Research | 13k | $846k | -1% | Mar 2024 |
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| HB Wealth Management | 13k | $836k | 0% | Mar 2024 |
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| Zrc Wealth Management | 12k | $788k | -38% | Mar 2024 |
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| Redhawk Wealth Advisors | 12k | $765k | 0% | Mar 2024 |
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| CI Private Wealth | 11k | $678k | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 11k | $721k | 0% | Mar 2024 |
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| Bellevue Asset Management | 11k | $704k | 0% | Mar 2024 |
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| Cozad Asset Management | 11k | $702k | 5% | Mar 2024 |
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| Channel Wealth | 10k | $686k | -27% | Mar 2024 |
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| Retirement Planning Group | 10k | $681k | -5% | Mar 2024 |
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| Garrett Investment Advisors | 9.8k | $651k | -13% | Mar 2024 |
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| Mather Group | 9.4k | $575k | 0% | Mar 2024 |
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| SFMG Wealth Advisors | 9.4k | $623k | 0% | Mar 2024 |
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| Burns Wealth Management | 9.1k | $604k | -4% | Mar 2024 |
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| Goldman Sachs Group | 8.9k | $590k | 100% | Mar 2024 |
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| Chevy Chase Trust Holdings | 8.5k | $562k | -5% | Mar 2024 |
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| Lido Advisors | 7.6k | $505k | 0% | Mar 2024 |
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| Chicago Partners Investment | 7.3k | $470k | 100% | Mar 2024 |
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| Perigon Wealth Management | 7.3k | $485k | 0% | Mar 2024 |
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| Valley National Advisers | 7.2k | $479k | 0% | Mar 2024 |
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| CWM | 7.0k | $465k | 100% | Mar 2024 |
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| Carnegie Capital Asset Management | 6.4k | $424k | -2% | Mar 2024 |
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| Litman Gregory Asset Management | 6.2k | $413k | 0% | Mar 2024 |
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| Sage Financial Management Group | 5.8k | $387k | -3% | Mar 2024 |
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| Great Valley Advisor Group | 5.8k | $383k | 15% | Mar 2024 |
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| Capital Investment Advisory Services | 5.6k | $369k | 0% | Mar 2024 |
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| Werba Rubin Papier Wealth Management | 5.5k | $366k | 0% | Mar 2024 |
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| Baird Financial | 5.0k | $305k | 16% | Dec 2023 |
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| Global Retirement Partners | 4.9k | $325k | 0% | Mar 2024 |
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| Royal Bank of Canada | 4.9k | $323k | -51% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 4.9k | $322k | 0% | Mar 2024 |
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| Mission Wealth Management | 4.8k | $320k | 100% | Mar 2024 |
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| Total Investment Management | 4.6k | $304k | 0% | Mar 2024 |
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| Zimmermann Investment Management & Planning | 4.5k | $297k | -11% | Mar 2024 |
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| JustInvest | 4.3k | $282k | 100% | Mar 2024 |
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| Mercer Global Advisors | 4.1k | $271k | 0% | Mar 2024 |
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| 49 Wealth Management | 3.9k | $259k | -5% | Mar 2024 |
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| Foster & Motley | 3.6k | $241k | 8% | Mar 2024 |
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| Stratos Wealth Partners | 3.6k | $240k | 0% | Mar 2024 |
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| Stifel Financial | 3.4k | $225k | -17% | Mar 2024 |
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| Pnc Financial Services | 3.3k | $219k | 0% | Mar 2024 |
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| Kendall Capital Management | 3.1k | $209k | -4% | Mar 2024 |
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| Integrated Wealth Concepts | 3.0k | $200k | 100% | Mar 2024 |
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| Crewe Advisors | 2.9k | $180k | 0% | Dec 2023 |
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| Tower Research Capital | 2.8k | $184k | 345% | Mar 2024 |
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| Farther Finance Advisors | 2.8k | $182k | 100% | Mar 2024 |
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| Koesten, Hirschmann & Crabtree | 2.5k | $153k | 0% | Dec 2023 |
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| Harbour Investments | 2.3k | $139k | 1% | Dec 2023 |
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| Wells Fargo & Company | 2.3k | $123k | 0% | Mar 2024 |
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| S.A. Mason | 2.2k | $145k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 2.1k | $140k | 100% | Mar 2024 |
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| Atlantic Trust | 1.9k | $127k | 100% | Mar 2024 |
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| Pineridge Advisors | 1.7k | $113k | 12% | Mar 2024 |
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| Blume Capital Management | 1.0k | $66k | 0% | Mar 2024 |
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| Silver Oak Securities | 896.00 | $59k | 100% | Mar 2024 |
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| Baystate Wealth Management | 871.00 | $53k | 0% | Dec 2023 |
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| Lee Financial | 815.00 | $50k | 0% | Dec 2023 |
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| Signature | 739.00 | $49k | -1% | Mar 2024 |
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| Ancora Advisors | 687.00 | $46k | 0% | Mar 2024 |
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| Goss Wealth Management | 641.00 | $43k | 0% | Mar 2024 |
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| Massmutual Trust | 634.00 | $42k | 2% | Mar 2024 |
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| FMR | 559.00 | $37k | 0% | Mar 2024 |
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| Parallel Advisors | 500.00 | $33k | 0% | Mar 2024 |
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| Pflug Koory | 469.00 | $31k | 0% | Mar 2024 |
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| Core Wealth Advisors | 375.00 | $25k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 336.00 | $22k | 0% | Mar 2024 |
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| Main Street Group | 324.00 | $20k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 300.00 | $20k | 0% | Mar 2024 |
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| Sandy Spring Bank | 300.00 | $20k | 0% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 226.00 | $15k | 0% | Mar 2024 |
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| Coston, McIsaac & Partners | 187.00 | $12k | 100% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 157.00 | $10k | 100% | Mar 2024 |
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| Versant Capital Management | 155.00 | $10k | 0% | Mar 2024 |
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| Brian McDonald | 100.00 | $6.6k | -63% | Mar 2024 |
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| Clear Point Advisors | 37.00 | $2.5k | 23% | Mar 2024 |
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| Geneos Wealth Management | 28.00 | $1.9k | 8% | Mar 2024 |
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| Front Row Advisors | 22.00 | $1.5k | 0% | Mar 2024 |
|
| Lowe fs | 5.00 | $331.000000 | 0% | Mar 2024 |
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Who sold out of Schwab Strategic Tr schwab fdt us bm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2023 | 50k | $3.0M |
| Sequoia Financial Advisors | Dec 2023 | 4.8k | $293k |
| SNS Financial | Dec 2023 | 4.3k | $264k |
| Planned Solutions | Dec 2023 | 1.5k | $94k |
| AlphaCore Capital | Sep 2023 | 912.00 | $50k |
| Cedar Wealth Management | Sep 2023 | 15.00 | $826.000500 |