Who owns Schwab Strategic Tr 1 5yr corp bd?
- Ticker: SCHJ
- CUSIP Number: 808524714
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr 1 5yr corp bd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr 1 5yr corp bd stock
Who bought or sold Schwab Strategic Tr 1 5yr corp bd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 1.7M | $81M | -19% | Mar 2024 |
|
| Envestnet Asset Management | 184k | $8.9M | 1336% | Mar 2024 |
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| Cetera Investment Advisers | 168k | $8.1M | 100% | Mar 2024 |
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| Bank of America Corporation | 161k | $7.8M | -1% | Mar 2024 |
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| Columbus Macro | 152k | $7.4M | 41% | Mar 2024 |
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| TAP Consulting | 143k | $6.9M | 64% | Mar 2024 |
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| Modera Wealth Management | 111k | $5.4M | -4% | Mar 2024 |
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| Greenup Street Wealth Management | 103k | $5.0M | 8% | Mar 2024 |
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| HighTower Advisors | 90k | $4.4M | -2% | Mar 2024 |
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| White Wing Wealth Management | 85k | $4.1M | 100% | Mar 2024 |
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| Kades & Cheifetz | 84k | $4.1M | 13% | Mar 2024 |
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| Jpmorgan Chase & Co | 82k | $3.9M | 209154% | Mar 2024 |
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| LPL Financial | 69k | $3.3M | 925% | Mar 2024 |
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| Essex | 65k | $3.2M | 1% | Mar 2024 |
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| National Asset Management | 65k | $3.1M | -5% | Mar 2024 |
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| AlphaStar Capital Management | 64k | $3.1M | 15% | Mar 2024 |
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| Jane Street | 62k | $3.0M | -30% | Mar 2024 |
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| Rosenberg Matthew Hamilton | 55k | $2.6M | -2% | Mar 2024 |
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| Mariner Wealth Advisors | 43k | $2.1M | 26% | Mar 2024 |
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| Van Strum & Towne | 42k | $2.0M | -2% | Mar 2024 |
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| Citadel Advisors | 42k | $2.0M | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 38k | $1.9M | -14% | Mar 2024 |
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| Cambridge Investment Research Advisors | 36k | $1.8M | 25% | Mar 2024 |
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| Altiora Financial Group | 35k | $1.7M | 100% | Mar 2024 |
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| Mutual Advisors | 29k | $1.4M | 121% | Mar 2024 |
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| Charles Schwab Trust | 29k | $1.4M | 19% | Mar 2024 |
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| Jackson Creek Investment Advisors | 28k | $1.3M | 11% | Mar 2024 |
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| Brookstone Capital Management | 26k | $1.2M | -20% | Mar 2024 |
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| Ohe Financial | 25k | $1.2M | 2% | Mar 2024 |
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| ValMark Advisers | 25k | $1.2M | -1% | Mar 2024 |
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| Luther King Capital Management Corporation | 24k | $1.1M | -2% | Dec 2023 |
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| Compass Financial Group | 23k | $1.1M | 26% | Mar 2024 |
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| United Capital Financial Advisers | 20k | $969k | -5% | Mar 2024 |
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| Client 1st Advisory Group | 19k | $919k | -32% | Mar 2024 |
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| Bsc Private Wealth Management | 17k | $827k | 1% | Mar 2024 |
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| Ameriprise Financial | 15k | $739k | 92% | Mar 2024 |
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| Foundations Investment Advisors | 14k | $658k | 100% | Mar 2024 |
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| Wedmont Private Capital | 14k | $649k | 1% | Mar 2024 |
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| Atomi Financial Group | 13k | $649k | -9% | Mar 2024 |
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| Roundview Capital | 13k | $649k | 0% | Mar 2024 |
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| Lederer & Associates Investment Counsel | 13k | $614k | 2% | Mar 2024 |
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| Advisor Group Holdings | 12k | $566k | -48% | Mar 2024 |
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| Financial Strategies Group | 12k | $558k | 0% | Mar 2024 |
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| Kingsview Wealth Management | 11k | $538k | -2% | Mar 2024 |
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| Commonwealth Equity Services | 10k | $504k | 127% | Mar 2024 |
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| Harbour Investments | 9.4k | $455k | 0% | Dec 2023 |
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| Axxcess Wealth Management | 8.9k | $432k | -19% | Dec 2023 |
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| Crescent Sterling | 8.6k | $417k | 4% | Mar 2024 |
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| Creative Financial Designs | 8.5k | $412k | 1% | Mar 2024 |
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| Creative Planning | 8.3k | $400k | -30% | Mar 2024 |
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| Capital Asset Advisory Services | 8.3k | $397k | -8% | Mar 2024 |
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| Kovitz Investment Group Partners | 7.5k | $361k | 0% | Mar 2024 |
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| Captrust Financial Advisors | 7.4k | $357k | 8% | Mar 2024 |
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| Focus Financial Network | 7.3k | $356k | 100% | Dec 2023 |
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| Lodestone Wealth Management | 6.9k | $335k | 0% | Mar 2024 |
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| H D Vest Advisory Services | 6.9k | $333k | 2% | Mar 2024 |
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| Focus Financial Network | 6.4k | $308k | 100% | Mar 2024 |
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| Perigon Wealth Management | 6.1k | $296k | 100% | Mar 2024 |
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| FDx Advisors | 5.9k | $287k | 100% | Mar 2024 |
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| Worth Asset Management | 5.6k | $271k | -39% | Mar 2024 |
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| Farther Finance Advisors | 5.5k | $265k | -57% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 5.4k | $263k | -3% | Mar 2024 |
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| Cape Investment Advisory | 5.3k | $254k | 47% | Dec 2023 |
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| Coordinated Financial Services | 5.0k | $240k | 100% | Mar 2024 |
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| Golden State Equity Partners | 4.7k | $226k | 100% | Dec 2023 |
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| Dynamic Advisors Solutions | 4.3k | $210k | 0% | Mar 2024 |
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| Parallel Advisors | 3.3k | $160k | -16% | Mar 2024 |
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| Smartleaf Asset Management | 2.4k | $118k | 165% | Mar 2024 |
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| IFP Advisors | 2.3k | $112k | 7% | Dec 2023 |
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| Ancora Advisors | 1.7k | $83k | 0% | Mar 2024 |
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| Royal Bank of Canada | 1.1k | $56k | -89% | Mar 2024 |
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| Coppell Advisory Solutions | 953.00 | $46k | 100% | Dec 2023 |
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| AdvisorNet Financial | 741.00 | $36k | 0% | Mar 2024 |
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| M&r Capital Management | 350.00 | $17k | 0% | Dec 2023 |
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| Principal Securities | 331.00 | $16k | 0% | Mar 2024 |
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| UBS Group | 272.00 | $13k | -5% | Mar 2024 |
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| Pnc Financial Services | 238.00 | $12k | 0% | Mar 2024 |
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| Able Wealth Management | 205.00 | $9.9k | 100% | Dec 2023 |
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| Nbc Securities | 202.00 | $9.0k | 0% | Mar 2024 |
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| Atlantic Trust | 197.00 | $9.5k | 100% | Mar 2024 |
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| LifeSteps Financial | 100.00 | $4.8k | 100% | Mar 2024 |
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| Northwest Capital Management | 83.00 | $4.0k | 0% | Mar 2024 |
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| CWM | 79.00 | $4.0k | -51% | Mar 2024 |
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| Family Asset Management | 33.00 | $1.6k | -95% | Dec 2023 |
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| FMR | 32.00 | $1.5k | 100% | Mar 2024 |
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| Morgan Stanley | 1.00 | $72.000000 | -99% | Mar 2024 |
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| O'shaughnessy Asset Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Schwab Strategic Tr 1 5yr corp bd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Meridian Wealth Management | Dec 2023 | 44k | $2.1M |
| Midwest Heritage Bank | Dec 2023 | 4.3k | $207k |
| Centaurus Financial | Dec 2023 | 2.1k | $101k |
| Aptus Capital Advisors | Sep 2023 | 250.00 | $12k |
| Geneos Wealth Management | Dec 2023 | 56.00 | $2.7k |
| BlackRock | Sep 2023 | 6.00 | $282.000000 |
| Hanson McClain Advisors | Dec 2023 | 5.00 | $238.000000 |