Who owns Schwab Strategic Tr us aggregate b?
- Ticker: SCHZ
- CUSIP Number: 808524839
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr us aggregate b with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Strategic Tr us aggregate b this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Charles Schwab Investment Management | 32M | $1.5B | 20% | Mar 2024 |
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Jpmorgan Chase & Co | 4.5M | $206M | 15% | Mar 2024 |
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Honkamp Krueger Financial Services | 3.6M | $165M | 20% | Mar 2024 |
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Capital Management Associates | 3.4M | $69k | 1466423% | Mar 2024 |
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Ameriprise Financial | 2.6M | $118M | -21% | Mar 2024 |
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Financial Engines Advisors L.L.C | 2.5M | $114M | -4% | Mar 2024 |
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Rockbridge Investment Management, LCC | 2.4M | $112M | 9% | Mar 2024 |
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Envestnet Asset Management | 2.2M | $102M | 14% | Mar 2024 |
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Wealth Enhancement Advisory Services | 1.9M | $85M | -12% | Mar 2024 |
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Goldman Sachs Group | 1.7M | $80M | -31% | Mar 2024 |
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Resources Investment Advisors | 1.7M | $77M | -6% | Mar 2024 |
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McAdam | 1.6M | $75M | 6% | Mar 2024 |
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HighTower Advisors | 1.4M | $65M | 3% | Mar 2024 |
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Charles Schwab Trust | 1.4M | $65M | 21% | Mar 2024 |
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Total Wealth Planning | 1.1M | $53M | 17% | Mar 2024 |
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Hengehold Capital Management | 972k | $45M | 2% | Mar 2024 |
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Kohmann Bosshard Financial Services | 820k | $38M | 12% | Mar 2024 |
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Horst & Graben Wealth Management | 698k | $32M | 1% | Mar 2024 |
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Mariner Wealth Advisors | 658k | $30M | 65% | Mar 2024 |
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KilterHowling | 651k | $30M | 3% | Mar 2024 |
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Theory Financial | 578k | $27M | -1% | Mar 2024 |
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Sequoia Financial Advisors | 574k | $26M | 1% | Mar 2024 |
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Mercer Global Advisors | 554k | $26M | -4% | Mar 2024 |
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Towercrest Capital Management | 533k | $25M | 2% | Mar 2024 |
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Alliance Wealth Management | 518k | $24M | 2% | Mar 2024 |
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Peninsula Wealth | 518k | $24M | 100% | Mar 2024 |
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Morgan Stanley | 516k | $24M | 310% | Mar 2024 |
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CliftonLarsonAllen Wealth Advisors | 505k | $23M | -1% | Mar 2024 |
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Financial Life Advisors | 503k | $23M | 5% | Mar 2024 |
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Bank of America Corporation | 491k | $23M | -25% | Mar 2024 |
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Austin Private Wealth | 482k | $22M | 13% | Mar 2024 |
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Mokosak Advisory Group | 467k | $22M | 9% | Mar 2024 |
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TSA Wealth Managment | 443k | $20M | 10% | Mar 2024 |
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United Capital Financial Advisers | 391k | $18M | -5% | Mar 2024 |
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Tenret | 343k | $16M | 9% | Mar 2024 |
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One Wealth Advisors | 335k | $15M | -5% | Mar 2024 |
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Financial Advisory Service | 320k | $15M | 0% | Mar 2024 |
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Congress Wealth Management LLC / DE / | 309k | $14M | 3% | Mar 2024 |
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Larson Financial Group | 306k | $14M | -4% | Mar 2024 |
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Pioneer Wealth Management Group | 288k | $13M | -38% | Mar 2024 |
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Revolve Wealth Partners | 282k | $13M | 4% | Mar 2024 |
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AlphaStar Capital Management | 276k | $13M | -71% | Mar 2024 |
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Mutual Advisors | 273k | $13M | 23% | Mar 2024 |
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Members Advisory Group | 257k | $12M | -6% | Mar 2024 |
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Moneta Group Investment Advisors | 252k | $12M | 4% | Dec 2023 |
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Ffg Retirement Advisors | 244k | $11M | 100% | Mar 2024 |
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Bond & Devick Financial Network | 241k | $11M | 3% | Mar 2024 |
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Waterford Advisors | 236k | $11M | -32% | Mar 2024 |
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Columbus Macro | 230k | $11M | -10% | Mar 2024 |
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H D Vest Advisory Services | 228k | $11M | 17% | Mar 2024 |
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Iwamoto Kong & Co | 228k | $11M | 2886% | Mar 2024 |
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Myecfo | 223k | $10M | 1% | Mar 2024 |
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JMG Financial Group | 217k | $10M | -1% | Mar 2024 |
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Leavell Investment Management | 216k | $9.9M | -1% | Mar 2024 |
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Ronald Blue Trust | 215k | $9.9M | 65% | Mar 2024 |
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Pinnacle Wealth Management | 213k | $9.8M | -5% | Mar 2024 |
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LPL Financial | 211k | $9.7M | 5% | Mar 2024 |
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Vantage Financial Partners | 208k | $9.5M | 1% | Mar 2024 |
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Cypress Wealth Services | 203k | $9.4M | 16% | Mar 2024 |
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Integrated Wealth Concepts | 202k | $9.3M | 76% | Mar 2024 |
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James J. Burns & Company | 201k | $9.1M | -4% | Mar 2024 |
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Kickstand Ventures | 199k | $9.3M | 100% | Dec 2023 |
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Creative Planning | 198k | $9.1M | -8% | Mar 2024 |
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Emerald Investment Partners | 196k | $9.0M | 64% | Mar 2024 |
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Advisor Group Holdings | 195k | $9.0M | -38% | Mar 2024 |
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Beacon Bridge Wealth Partners | 191k | $8.8M | 2% | Mar 2024 |
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Warren Averett Asset Management | 190k | $8.8M | 150% | Mar 2024 |
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MorganRosel Wealth Management | 186k | $8.5M | -37% | Mar 2024 |
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Waycross Investment Management | 182k | $8.4M | 15% | Mar 2024 |
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Ethos Financial Group | 180k | $8.3M | 8% | Mar 2024 |
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UBS Group | 170k | $7.8M | 38% | Mar 2024 |
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Focus Financial Network | 169k | $7.6M | 100% | Mar 2024 |
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Northwest Investment Counselors | 169k | $7.8M | 5% | Mar 2024 |
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SigFig Wealth Management | 163k | $5.7M | 8% | Mar 2024 |
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Raymond James & Associates | 163k | $7.5M | 11% | Mar 2024 |
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Callan Capital | 160k | $7.3M | -1% | Mar 2024 |
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Focus Financial Network | 158k | $7.3M | 100% | Dec 2023 |
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AE Wealth Management | 157k | $7.2M | 15% | Mar 2024 |
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Kaizen Financial Strategies | 156k | $7.2M | 10% | Mar 2024 |
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Security Financial Services | 154k | $7.1M | 38% | Mar 2024 |
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Beacon Pointe Advisors | 153k | $7.1M | -13% | Dec 2023 |
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Cambridge Investment Research Advisors | 149k | $6.9M | -5% | Mar 2024 |
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Raymond James Financial Services Advisors | 149k | $6.8M | -65% | Mar 2024 |
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Robertson Stephens Wealth Management | 148k | $6.8M | 14% | Mar 2024 |
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Clay Northam Wealth Management | 147k | $6.8M | 5% | Mar 2024 |
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Schneider Downs Wealth Management Advisors | 144k | $6.6M | -17% | Mar 2024 |
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Cedar Brook Financial Partners | 143k | $6.6M | 32% | Mar 2024 |
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Merit Financial Group | 143k | $6.5M | 40% | Mar 2024 |
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Atria Wealth Solutions | 141k | $6.5M | -9% | Mar 2024 |
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Fifth Third Securities | 139k | $6.4M | 121% | Mar 2024 |
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Marotta Asset Management | 137k | $6.4M | -2% | Dec 2023 |
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Bogart Wealth | 134k | $6.2M | -1% | Mar 2024 |
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Affinity Capital Advisors | 132k | $6.1M | 46% | Mar 2024 |
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TNF | 132k | $5.9M | 0% | Mar 2024 |
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Client 1st Advisory Group | 131k | $6.0M | -29% | Mar 2024 |
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Wakefield Asset Management L | 129k | $5.9M | 4% | Mar 2024 |
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Reston Wealth Management | 128k | $5.9M | 8% | Mar 2024 |
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Curi Wealth Management | 127k | $5.9M | -10% | Dec 2023 |
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Mayflower Financial Advisors | 126k | $5.8M | 4% | Mar 2024 |
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Forthright Family Wealth Advisory | 126k | $5.8M | 23% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 122k | $5.6M | 21% | Mar 2024 |
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SNS Financial | 121k | $5.5M | 2% | Mar 2024 |
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Tempus Wealth Planning | 117k | $5.4M | 21% | Mar 2024 |
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Friedenthal Financial | 115k | $5.3M | -3% | Mar 2024 |
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Nalls Sherbakoff Group | 113k | $5.3M | -3% | Dec 2023 |
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Guggenheim Capital, LLC Managers | 113k | $5.3M | 0% | Dec 2023 |
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Northeast Financial Group | 112k | $5.1M | 16% | Mar 2024 |
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Phillips Financial Management | 109k | $5.0M | 17% | Mar 2024 |
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ETF Store | 108k | $5.0M | 18% | Mar 2024 |
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Retirement Planning Group | 108k | $5.0M | 2% | Mar 2024 |
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Daymark Wealth Partners | 108k | $5.0M | -46% | Dec 2023 |
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Peak Financial Management | 107k | $4.9M | 6% | Mar 2024 |
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Summit Financial Strategies | 105k | $4.8M | 11% | Mar 2024 |
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Clearview Wealth Advisors | 105k | $4.8M | 165% | Mar 2024 |
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Advisor OS | 103k | $4.7M | 0% | Mar 2024 |
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Krilogy Financial | 102k | $4.7M | 0% | Mar 2024 |
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Commonwealth Equity Services | 99k | $4.6M | 0% | Mar 2024 |
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Creative Financial Designs | 97k | $4.4M | 11% | Mar 2024 |
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Harbour Investments | 96k | $4.5M | -22% | Dec 2023 |
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Patriot Investment Management | 95k | $4.4M | -1% | Mar 2024 |
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Tradition Wealth Management | 94k | $4.3M | 1466% | Mar 2024 |
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My Legacy Advisors | 93k | $4.3M | 6% | Dec 2023 |
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IFP Advisors | 93k | $4.3M | 4% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 91k | $4.2M | 7% | Mar 2024 |
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All Season Financial Advisors | 89k | $4.1M | -15% | Mar 2024 |
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Marshall Financial Group | 87k | $4.0M | 4% | Mar 2024 |
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Curtis Advisory Group | 86k | $4.0M | 22% | Mar 2024 |
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Feltz Wealth PLAN | 84k | $3.9M | 4% | Mar 2024 |
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Guardian Financial Partners | 83k | $3.8M | 9% | Mar 2024 |
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Sightline Wealth Advisors | 83k | $3.8M | 104% | Mar 2024 |
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Mission Creek Capital Partners | 81k | $3.8M | -19% | Dec 2023 |
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BFSG | 80k | $3.7M | 3% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 80k | $3.7M | 2% | Mar 2024 |
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ProVise Management Group | 79k | $3.6M | -28% | Mar 2024 |
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Apeiron RIA | 78k | $3.6M | -5% | Mar 2024 |
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Syon Capital | 76k | $3.5M | 0% | Mar 2024 |
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JJJ Advisors | 75k | $3.5M | 13% | Mar 2024 |
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Stratos Wealth Advisors | 75k | $3.5M | -23% | Mar 2024 |
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Chesapeake Wealth Management | 75k | $3.4M | 0% | Mar 2024 |
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HC Advisors | 75k | $3.5M | 6% | Dec 2023 |
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Sontag Advisory | 72k | $3.3M | -19% | Mar 2024 |
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HPM Partners | 72k | $3.3M | -98% | Mar 2024 |
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NYL Investors | 72k | $3.3M | 9% | Mar 2024 |
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AdvisorNet Financial | 71k | $3.2M | 0% | Mar 2024 |
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OneAscent Financial Services | 69k | $3.2M | -5% | Mar 2024 |
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Atria Investments | 68k | $3.2M | -10% | Dec 2023 |
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Kuntz Lesher Capital | 68k | $3.1M | 2% | Mar 2024 |
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Grey Fox Wealth Advisors | 66k | $3.1M | -1% | Mar 2024 |
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Omega Financial Group | 66k | $3.0M | 3% | Mar 2024 |
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Envestnet Portfolio Solutions | 65k | $3.0M | -16% | Mar 2024 |
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Leading Edge Financial Planning | 59k | $2.7M | -10% | Mar 2024 |
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Lodestar Private Asset Management | 58k | $2.7M | -15% | Mar 2024 |
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Thrivent Financial for Lutherans | 58k | $2.7M | -64% | Mar 2024 |
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Bartlett & Co. | 57k | $2.7M | -27% | Dec 2023 |
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Strategic Blueprint | 56k | $2.6M | -15% | Mar 2024 |
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GSB Wealth Management | 20k | $896k | -79% | Mar 2024 |
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Who sold out of Schwab Strategic Tr us aggregate b?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Huntington Asset Advisors | Dec 2023 | 2.2M | $101M |
BlueSky Wealth Advisors | Dec 2023 | 868k | $40M |
Fort Pitt Capital | Dec 2023 | 293k | $14M |
West Wealth Group | Dec 2023 | 168k | $7.8M |
SageView Advisory Group | Dec 2023 | 165k | $7.6M |
Bnp Paribas Arbitrage, Snc | Dec 2023 | 161k | $7.5M |
ORG Partners | Dec 2023 | 92k | $4.3M |
Granite Bay Wealth Management | Dec 2023 | 73k | $3.2M |