Who owns Schwab Strategic Tr schwb fdt int sc?
- Ticker: FNDC
- CUSIP Number: 808524748
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr schwb fdt int sc with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Strategic Tr schwb fdt int sc this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Charles Schwab Investment Advisory | 56M | $2.0B | 1% | Mar 2024 |
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Victory Capital Management | 1.0M | $36M | 0% | Mar 2024 |
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Burns Wealth Management | 732k | $26M | -2% | Mar 2024 |
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GHP Investment Advisors | 459k | $16M | 4% | Mar 2024 |
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Merriman Wealth Management | 373k | $13M | -3% | Mar 2024 |
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Clarius | 290k | $10M | -30% | Mar 2024 |
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Mercer Global Advisors | 266k | $9.4M | -7% | Mar 2024 |
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Lincoln National | 265k | $9.4M | -3% | Mar 2024 |
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Prairiewood Capital | 230k | $8.2M | 9% | Mar 2024 |
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Geneos Wealth Management | 229k | $8.1M | -1% | Mar 2024 |
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UBS Group | 216k | $7.7M | -3% | Mar 2024 |
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Dynamic Advisors Solutions | 212k | $7.5M | -15% | Mar 2024 |
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Jane Street | 195k | $6.9M | -87% | Mar 2024 |
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Collective Family Office | 193k | $6.8M | 2% | Mar 2024 |
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Morgan Stanley | 189k | $6.7M | -21% | Mar 2024 |
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Cherry Tree Wealth Management | 184k | $6.5M | 5% | Mar 2024 |
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Bell Investment Advisors | 181k | $6.4M | 1% | Mar 2024 |
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Opes Wealth Management | 165k | $5.8M | 0% | Mar 2024 |
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Charles Schwab Trust | 163k | $5.8M | -7% | Mar 2024 |
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Shilanski & Associates | 156k | $5.4M | 6% | Dec 2023 |
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Buckingham Asset Management | 156k | $5.5M | 1% | Mar 2024 |
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United Capital Financial Advisers | 154k | $5.5M | -34% | Mar 2024 |
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Wade Financial Advisory | 148k | $5.2M | -18% | Dec 2023 |
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Envestnet Asset Management | 147k | $5.2M | -36% | Mar 2024 |
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Creative Planning | 147k | $5.2M | 7% | Mar 2024 |
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Shore Point Advisors | 132k | $4.7M | 25% | Mar 2024 |
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Resource Planning Group | 126k | $4.4M | -30% | Dec 2023 |
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Raymond James & Associates | 113k | $4.0M | 9% | Mar 2024 |
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Breakwater Capital Group | 108k | $3.8M | -2% | Mar 2024 |
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Kelman-Lazarov | 107k | $3.8M | 6% | Mar 2024 |
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Rf&l Wealth Management | 102k | $3.6M | 3% | Mar 2024 |
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Moller Financial Services | 87k | $3.1M | 1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 86k | $3.1M | 0% | Mar 2024 |
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Integrated Wealth Concepts | 84k | $3.0M | 5% | Mar 2024 |
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Commonwealth Equity Services | 80k | $2.8M | -1% | Mar 2024 |
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Sterling Financial Planning | 70k | $2.5M | -3% | Mar 2024 |
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PrairieView Partners | 69k | $2.5M | 1% | Mar 2024 |
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Shakespeare Wealth Management | 69k | $2.5M | -4% | Mar 2024 |
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Cabot Money Management | 65k | $2.3M | 4% | Mar 2024 |
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Buckingham Strategic Partners | 64k | $2.3M | 261% | Mar 2024 |
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Bank of America Corporation | 58k | $2.0M | 6% | Mar 2024 |
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Fortitude Family Office | 58k | $2.0M | 41% | Mar 2024 |
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Cutler Investment Counsel | 51k | $1.8M | 8% | Mar 2024 |
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JJJ Advisors | 50k | $1.8M | 2% | Mar 2024 |
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Asset Dedication | 44k | $1.5M | -1% | Mar 2024 |
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Valued Wealth Advisors | 43k | $1.5M | 100% | Mar 2024 |
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LPL Financial | 40k | $1.4M | 31% | Mar 2024 |
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Northwest Wealth Management | 38k | $1.3M | 0% | Mar 2024 |
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Waterfront Wealth | 37k | $1.3M | -12% | Mar 2024 |
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RHS Financial | 37k | $1.3M | -27% | Mar 2024 |
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Seed Wealth Management | 32k | $1.1M | 0% | Mar 2024 |
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Miracle Mile Advisors | 31k | $1.1M | -25% | Mar 2024 |
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HighTower Advisors | 31k | $1.1M | -12% | Mar 2024 |
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Susquehanna International | 27k | $973k | -75% | Mar 2024 |
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Vise Technologies | 27k | $965k | -4% | Mar 2024 |
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PFG Advisors | 27k | $953k | 17% | Mar 2024 |
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Baird Financial | 27k | $924k | -20% | Dec 2023 |
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Jpmorgan Chase & Co | 26k | $915k | -11% | Mar 2024 |
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True North Advisors | 25k | $888k | 36% | Mar 2024 |
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Mariner Wealth Advisors | 25k | $885k | 20% | Mar 2024 |
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Rockefeller Capital Management | 23k | $810k | 6% | Dec 2023 |
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Jackson Creek Investment Advisors | 23k | $800k | 1% | Mar 2024 |
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Savant Capital Management | 22k | $784k | -6% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 22k | $777k | -9% | Mar 2024 |
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Citadel Advisors | 22k | $768k | -96% | Mar 2024 |
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Northland Capital Management | 21k | $760k | 2% | Mar 2024 |
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Yoder Wealth Management | 20k | $716k | 0% | Mar 2024 |
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Clark Capital Management Group | 20k | $715k | -31% | Mar 2024 |
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WMS Partners | 19k | $657k | 0% | Mar 2024 |
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Alera Investment Advisors | 17k | $612k | 0% | Mar 2024 |
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Addison Advisors | 16k | $569k | -2% | Mar 2024 |
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Bank Of Montreal | 15k | $536k | 4% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 14k | $486k | 31% | Mar 2024 |
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Ameriprise Financial | 14k | $486k | -59% | Mar 2024 |
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Keel Point | 12k | $418k | -23% | Mar 2024 |
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CWM | 11k | $396k | -10% | Mar 2024 |
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Paragon Capital Management | 11k | $381k | 100% | Mar 2024 |
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Baker Ellis Asset Management | 11k | $374k | 0% | Mar 2024 |
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Stone Point Wealth | 10k | $359k | 21% | Mar 2024 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 10k | $354k | -9% | Mar 2024 |
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Altfest L J & Co | 9.9k | $351k | 0% | Mar 2024 |
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Cambridge Investment Research Advisors | 9.7k | $346k | 16% | Mar 2024 |
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Advisor Group Holdings | 9.6k | $339k | -37% | Mar 2024 |
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St. Louis Trust | 9.5k | $326k | 0% | Mar 2024 |
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Morris Financial Concepts | 9.3k | $330k | -11% | Mar 2024 |
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Lauterbach Financial Advisors | 8.9k | $315k | 0% | Mar 2024 |
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Upper Left Wealth Management | 8.7k | $310k | -12% | Mar 2024 |
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Royal Bank of Canada | 8.4k | $296k | 17% | Mar 2024 |
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FMR | 8.3k | $293k | 114% | Mar 2024 |
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HPM Partners | 8.2k | $292k | -15% | Mar 2024 |
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Lakewood Asset Management | 8.2k | $291k | 6% | Mar 2024 |
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Lodestar Private Asset Management | 8.1k | $288k | 0% | Mar 2024 |
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HHM Wealth Advisors | 7.9k | $281k | -19% | Mar 2024 |
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Guardian Financial Partners | 7.8k | $275k | 26% | Mar 2024 |
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Level Four Advisory Services | 7.5k | $262k | 0% | Mar 2024 |
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Dopkins Wealth Management | 7.4k | $263k | 2% | Mar 2024 |
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Clarity Capital Advisors | 7.4k | $262k | 0% | Mar 2024 |
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Principal Securities | 7.3k | $259k | -9% | Mar 2024 |
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REDW Stanley Financial Advisors | 7.2k | $256k | 0% | Mar 2024 |
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MB Generational Wealth | 7.1k | $252k | 0% | Mar 2024 |
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LBMC Investment Advisors | 7.1k | $251k | 0% | Mar 2024 |
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Integral Investment Advisors | 6.8k | $244k | 100% | Mar 2024 |
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Sequoia Financial Advisors | 6.8k | $242k | -7% | Mar 2024 |
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RWM Asset Management | 6.7k | $237k | 0% | Mar 2024 |
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MorganRosel Wealth Management | 6.2k | $218k | 0% | Mar 2024 |
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Nations Financial Group | 5.8k | $206k | 0% | Mar 2024 |
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Comprehensive Portfolio Management | 5.6k | $200k | 100% | Mar 2024 |
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Versant Capital Management | 5.2k | $186k | 4% | Mar 2024 |
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Qube Research & Technologies | 5.1k | $180k | -10% | Mar 2024 |
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CVA Family Office | 4.8k | $168k | 100% | Dec 2023 |
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O'shaughnessy Asset Management | 4.4k | $157k | 747% | Mar 2024 |
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EP Wealth Advisors | 4.1k | $145k | 1% | Dec 2023 |
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Hartland & Co | 4.1k | $144k | 4479% | Dec 2023 |
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Aspire Wealth Management Corp | 3.9k | $137k | -84% | Mar 2024 |
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Spire Wealth Management | 3.1k | $111k | 16% | Mar 2024 |
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Atlantic Trust | 3.0k | $107k | 100% | Mar 2024 |
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Hexagon Capital Partners | 2.6k | $92k | 38% | Mar 2024 |
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Hanson McClain Advisors | 2.3k | $82k | 10% | Mar 2024 |
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Howe and Rusling | 2.2k | $80k | 11% | Mar 2024 |
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Financial Synergies Wealth Advisors | 2.2k | $80k | 0% | Mar 2024 |
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MCF Advisors | 2.1k | $76k | 0% | Mar 2024 |
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Able Wealth Management | 2.0k | $71k | 100% | Dec 2023 |
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Smithfield Trust Company | 2.0k | $73k | 0% | Mar 2024 |
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Financial Freedom | 1.9k | $68k | 0% | Mar 2024 |
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AdvisorNet Financial | 1.9k | $66k | 0% | Mar 2024 |
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AlphaCore Capital | 1.7k | $62k | -14% | Mar 2024 |
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Assetmark | 1.7k | $61k | 7% | Mar 2024 |
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Elevate Wealth Advisory | 1.7k | $59k | 0% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 1.7k | $59k | 100% | Mar 2024 |
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Parallel Advisors | 1.6k | $56k | 0% | Mar 2024 |
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IFP Advisors | 1.4k | $49k | 1% | Dec 2023 |
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Larson Financial Group | 1.3k | $45k | 61% | Mar 2024 |
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Pnc Financial Services | 1.2k | $43k | 60% | Mar 2024 |
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Brian McDonald | 1.0k | $37k | 219% | Mar 2024 |
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Wells Fargo & Company | 1.0k | $36k | -69% | Mar 2024 |
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Laffer Investments | 849.00 | $30k | 100% | Mar 2024 |
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Mather Group | 797.00 | $28k | 100% | Mar 2024 |
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Emerald Investment Partners | 700.00 | $25k | 0% | Mar 2024 |
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Cullen Frost Bankers | 683.00 | $24k | 0% | Mar 2024 |
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Valley National Advisers | 657.00 | $23k | -19% | Mar 2024 |
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Johnson Financial Group | 653.00 | $23k | 418% | Dec 2023 |
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Bartlett & Co. Wealth Management | 635.00 | $23k | 0% | Mar 2024 |
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Bartlett & Co. | 635.00 | $22k | -22% | Dec 2023 |
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Benjamin F. Edwards & Company | 633.00 | $22k | 100% | Mar 2024 |
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Plante Moran Financial Advisors | 610.00 | $22k | 32% | Mar 2024 |
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Steward Partners Investment Advisory | 602.00 | $21k | 176% | Mar 2024 |
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Harbour Investments | 579.00 | $20k | -21% | Dec 2023 |
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Creative Financial Designs | 481.00 | $17k | -6% | Mar 2024 |
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Financial Advisory Service | 455.00 | $16k | 0% | Mar 2024 |
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American Capital Advisory | 447.00 | $15k | -3% | Mar 2024 |
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Sandy Spring Bank | 17.00 | $603.000200 | -97% | Mar 2024 |
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Who sold out of Schwab Strategic Tr schwb fdt int sc?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Meridian Wealth Management | Dec 2023 | 81k | $2.8M |
JPL Wealth Management | Dec 2023 | 50k | $1.7M |
Moran Wealth Management | Dec 2023 | 20k | $711k |
Solitude Financial Services | Dec 2023 | 17k | $598k |
Apollon Wealth Management | Dec 2023 | 13k | $465k |
SageView Advisory Group | Dec 2023 | 10k | $340k |
Koshinski Asset Management | Dec 2023 | 6.7k | $234k |
Wedmont Private Capital | Dec 2023 | 6.2k | $212k |
Sound Income Strategies | Dec 2023 | 1.3k | $45k |
Bangor Savings Bank | Dec 2023 | 1.1k | $38k |
Planned Solutions | Dec 2023 | 992.00 | $35k |
Advisory Services Network | Dec 2023 | 653.00 | $23k |
Chilton Capital Management | Dec 2023 | 470.00 | $16k |