Who owns Schwab Strategic Tr sht tm us tres?
- Ticker: SCHO
- CUSIP Number: 808524862
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Analyze quarterly positions in Schwab Strategic Tr sht tm us tres with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr sht tm us tres stock
Who bought or sold Schwab Strategic Tr sht tm us tres this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 75M | $3.6B | -7% | Mar 2024 |
|
| Ameriprise Financial | 12M | $564M | -3% | Mar 2024 |
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| Jpmorgan Chase & Co | 9.3M | $446M | -74% | Mar 2024 |
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| Sei Investments | 7.5M | $359M | 12% | Mar 2024 |
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| Charles Schwab Investment Management | 3.2M | $152M | -12% | Mar 2024 |
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| Envestnet Asset Management | 3.0M | $145M | 1% | Mar 2024 |
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| Stifel Financial | 2.8M | $133M | 15% | Mar 2024 |
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| Wealthfront Advisers | 1.8M | $87M | 19% | Mar 2024 |
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| Bsc Private Wealth Management | 1.7M | $82M | 5% | Mar 2024 |
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| Morningstar Investment Management | 1.5M | $73M | -27% | Mar 2024 |
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| Morgan Stanley | 1.5M | $73M | 28% | Mar 2024 |
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| SCS Capital Management | 1.5M | $71M | -1% | Dec 2023 |
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| Mercer Global Advisors | 1.4M | $67M | 5% | Mar 2024 |
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| Pnc Financial Services | 1.3M | $61M | -11% | Mar 2024 |
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| Greenline Partners | 1.2M | $64M | 7% | Mar 2024 |
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| MCF Advisors | 1.1M | $54M | 4% | Mar 2024 |
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| LPL Financial | 1.0M | $50M | 12% | Mar 2024 |
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| Financial Counselors | 863k | $42M | 71% | Mar 2024 |
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| Bangor Savings Bank | 771k | $37M | 3% | Mar 2024 |
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| FLC Capital Advisors | 720k | $35M | 0% | Mar 2024 |
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| Massmutual Trust | 696k | $34M | 90% | Mar 2024 |
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| Royal Bank of Canada | 683k | $33M | -1% | Mar 2024 |
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| Brandywine Oak Private Wealth | 682k | $33M | -1% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 642k | $31M | 39% | Mar 2024 |
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| West Coast Financial | 638k | $31M | 44% | Mar 2024 |
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| Evermay Wealth Management | 619k | $30M | 87% | Dec 2023 |
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| United Capital Management of KS | 605k | $29M | 7% | Mar 2024 |
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| Busey Trust Company | 597k | $29M | -6% | Mar 2024 |
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| Davenport & Co | 569k | $27M | 9% | Mar 2024 |
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| Wells Fargo & Company | 536k | $26M | 6% | Mar 2024 |
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| Altiora Financial Group | 531k | $26M | 29% | Mar 2024 |
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| Stephens Group Asset Management | 471k | $23M | 2% | Mar 2024 |
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| Apella Capital | 461k | $22M | -2% | Mar 2024 |
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| Thrivent Financial for Lutherans | 433k | $21M | -43% | Mar 2024 |
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| Branch Banking & Trust Company | 404k | $20M | 2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 398k | $19M | 3% | Mar 2024 |
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| Traverso Chambers Private Wealth Management | 396k | $19M | -37% | Dec 2023 |
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| HighTower Advisors | 395k | $19M | 10% | Mar 2024 |
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| Leavell Investment Management | 394k | $19M | 7% | Mar 2024 |
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| Williams Financial | 383k | $18M | 100% | Mar 2024 |
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| LVW Advisors | 374k | $18M | 14% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 368k | $18M | 7% | Mar 2024 |
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| Towneley Capital Management, Inc / DE | 359k | $17M | 2% | Mar 2024 |
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| Courage Miller Partners | 348k | $17M | 1% | Mar 2024 |
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| Northeast Financial Group | 345k | $17M | 15% | Mar 2024 |
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| First National Trust Company | 332k | $16M | 13% | Mar 2024 |
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| UBS Group | 325k | $16M | -34% | Mar 2024 |
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| Johnson Financial | 322k | $16M | -1% | Mar 2024 |
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| Advisor Group Holdings | 303k | $15M | -11% | Mar 2024 |
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| Charles Schwab Trust | 299k | $14M | 10% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 296k | $14M | 4% | Mar 2024 |
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| Marotta Asset Management | 291k | $14M | -8% | Dec 2023 |
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| Captrust Financial Advisors | 288k | $14M | -21% | Mar 2024 |
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| Merit Financial Group | 287k | $14M | 410% | Mar 2024 |
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| New York Life Investment Management | 282k | $14M | 100% | Mar 2024 |
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| Vivaldi Capital Management | 265k | $13M | 1% | Mar 2024 |
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| Creative Planning | 262k | $13M | -5% | Mar 2024 |
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| Farther Finance Advisors | 261k | $13M | 119% | Mar 2024 |
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| Pure Financial Advisors | 260k | $13M | 1% | Mar 2024 |
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| AlphaStar Capital Management | 257k | $12M | 1% | Mar 2024 |
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| Bouchey Financial | 256k | $12M | -28% | Mar 2024 |
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| Raymond James Financial Services Advisors | 251k | $12M | -28% | Mar 2024 |
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| AdvisorNet Financial | 242k | $12M | 17% | Mar 2024 |
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| Tradition Wealth Management | 236k | $11M | 7% | Mar 2024 |
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| Warren Averett Asset Management | 234k | $11M | 149% | Mar 2024 |
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| Resonant Capital Advisors | 233k | $11M | 26% | Mar 2024 |
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| Journey Advisory Group | 232k | $11M | 13% | Mar 2024 |
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| Valley Financial Group | 228k | $11M | 100% | Mar 2024 |
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| Evensky & Katz | 220k | $11M | -14% | Mar 2024 |
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| Townsquare Capital | 217k | $10M | 73% | Mar 2024 |
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| Brown Wealth Management | 206k | $9.9M | 66% | Mar 2024 |
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| Oakmont Partners | 204k | $9.8M | 37% | Mar 2024 |
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| American Capital Advisory | 201k | $9.8M | -31% | Mar 2024 |
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| Roundview Capital | 196k | $9.5M | -6% | Mar 2024 |
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| Galvin, Gaustad & Stein | 192k | $9.2M | 12% | Mar 2024 |
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| Mariner Wealth Advisors | 188k | $9.0M | -3% | Mar 2024 |
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| Meridian Wealth Partners | 185k | $8.9M | -46% | Mar 2024 |
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| Streettalk Advisors | 183k | $8.8M | -54% | Mar 2024 |
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| Main Street Group | 182k | $8.8M | 100% | Dec 2023 |
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| Alesco Advisors | 178k | $8.6M | -1% | Mar 2024 |
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| Harbour Investments | 174k | $8.4M | -3% | Dec 2023 |
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| Redhawk Wealth Advisors | 173k | $8.3M | 100% | Mar 2024 |
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| Dean Investment Associates | 170k | $8.2M | -6% | Dec 2023 |
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| National Asset Management | 164k | $7.9M | 0% | Dec 2023 |
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| MBM Wealth Consultants | 159k | $7.7M | 4% | Mar 2024 |
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| Abacus Planning Group | 158k | $7.6M | -2% | Mar 2024 |
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| Peterson Wealth Advisors | 156k | $7.5M | 12% | Mar 2024 |
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| SMI Advisory Services | 156k | $7.5M | -5% | Mar 2024 |
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| Dynamic Advisors Solutions | 156k | $7.5M | -26% | Mar 2024 |
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| Focus Financial Network | 152k | $7.4M | 100% | Dec 2023 |
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| Focus Financial Network | 143k | $6.8M | 100% | Mar 2024 |
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| Mutual Advisors | 137k | $6.6M | 11% | Mar 2024 |
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| Prairiewood Capital | 135k | $6.5M | 4% | Mar 2024 |
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| Fund Evaluation Group | 133k | $6.4M | -82% | Mar 2024 |
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| Lowery Thomas | 129k | $6.2M | -21% | Mar 2024 |
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| Cambridge Investment Research Advisors | 129k | $6.2M | -23% | Mar 2024 |
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| Change Path | 128k | $6.2M | -3% | Dec 2023 |
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| Baird Financial | 126k | $6.1M | -36% | Dec 2023 |
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| Act Two Investors | 123k | $5.9M | 3% | Mar 2024 |
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| Ballast Advisors | 121k | $5.8M | 6% | Mar 2024 |
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| Smith & Howard Wealth Management | 121k | $5.8M | 3% | Mar 2024 |
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| Commerce Bank N A | 120k | $5.8M | -31% | Mar 2024 |
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| Associated Banc- | 120k | $5.8M | 6% | Mar 2024 |
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| Strategic Financial | 119k | $5.8M | 42% | Dec 2023 |
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| Hanson McClain Advisors | 118k | $5.7M | -30% | Mar 2024 |
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| Us Bancorp | 115k | $5.5M | -8% | Mar 2024 |
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| Raymond James & Associates | 112k | $5.4M | 4% | Mar 2024 |
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| Rosenberg Matthew Hamilton | 111k | $5.3M | 6% | Mar 2024 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 109k | $5.2M | 3% | Mar 2024 |
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| G. W. Henssler & Associates | 108k | $5.2M | -1% | Mar 2024 |
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| Successful Portfolios | 107k | $5.1M | 1% | Mar 2024 |
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| Aspen Wealth Strategies | 106k | $5.1M | 3% | Mar 2024 |
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| Simplicity Wealth | 105k | $5.0M | 100% | Mar 2024 |
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| Bleakley Financial Group | 105k | $5.0M | 1% | Mar 2024 |
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| Sawtooth Asset Management | 104k | $5.0M | 82% | Dec 2023 |
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| Meritage Portfolio Management | 102k | $4.9M | -5% | Mar 2024 |
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| Kades & Cheifetz | 100k | $4.8M | 2% | Mar 2024 |
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| Forza Wealth Management | 99k | $4.8M | 0% | Mar 2024 |
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| Tortoise Investment Management | 96k | $4.6M | 7% | Mar 2024 |
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| Harrington Investments | 94k | $4.5M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 93k | $4.5M | -61% | Mar 2024 |
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| Hamilton Capital Management | 93k | $4.5M | -3% | Mar 2024 |
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| Curran Financial Partners | 93k | $4.5M | 2% | Mar 2024 |
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| ERTS Wealth Advisors | 92k | $4.4M | 1516% | Mar 2024 |
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| Integrated Wealth Concepts | 90k | $4.3M | -16% | Mar 2024 |
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| Cornerstone Wealth Advisors | 87k | $4.2M | -27% | Mar 2024 |
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| Red Tortoise | 87k | $4.2M | 0% | Mar 2024 |
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| JFG Wealth Management | 84k | $4.0M | 1% | Mar 2024 |
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| RMR Wealth Builders | 82k | $4.0M | 44% | Mar 2024 |
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| Resource Planning Group | 82k | $4.0M | -20% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 82k | $3.9M | 1% | Mar 2024 |
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| Studio Investment Management | 80k | $3.8M | 21% | Mar 2024 |
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| Eqis Capital Management | 79k | $3.8M | -24% | Mar 2024 |
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| DBK Financial Counsel | 79k | $3.8M | -27% | Mar 2024 |
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| ETF Store | 79k | $3.8M | -13% | Mar 2024 |
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| Southland Equity Partners | 79k | $3.8M | 0% | Mar 2024 |
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| Hutchinson Capital Management | 78k | $3.8M | 0% | Mar 2024 |
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| Sheets Smith Wealth Management | 76k | $3.7M | -2% | Mar 2024 |
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| Buckingham Asset Management | 76k | $3.7M | -12% | Mar 2024 |
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| Islay Capital Management | 75k | $3.7M | 32% | Dec 2023 |
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| GLOBALT Investments LLC / GA | 73k | $3.5M | -3% | Mar 2024 |
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| Blume Capital Management | 73k | $3.5M | -1% | Mar 2024 |
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| Maltin Wealth Management | 72k | $3.5M | 2% | Mar 2024 |
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| Wagner Bowman Management | 71k | $3.4M | 0% | Mar 2024 |
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| Kestra Private Wealth Services | 70k | $3.4M | 28% | Mar 2024 |
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| Vantage Financial Partners | 70k | $3.4M | 4% | Mar 2024 |
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| PrairieView Partners | 70k | $3.4M | -5% | Mar 2024 |
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| Assetmark | 68k | $3.3M | 75% | Mar 2024 |
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| Ahl Investment Management | 68k | $3.3M | -1% | Mar 2024 |
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| Stratos Wealth Advisors | 66k | $3.2M | -3% | Mar 2024 |
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| Valtinson Bruner Financial Planning | 63k | $3.0M | -20% | Mar 2024 |
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| Private Advisor | 58k | $2.8M | -42% | Mar 2024 |
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| BlackRock | 53k | $2.6M | -76% | Mar 2024 |
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| Strategic Advocates | 48k | $2.3M | -67% | Mar 2024 |
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| Cobblestone Capital Advisors | 47k | $2.3M | -49% | Mar 2024 |
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| Pasadena Private Wealth | 38k | $1.8M | -48% | Mar 2024 |
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| Milestone Investment Advisors | 38k | $1.8M | -57% | Dec 2023 |
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| Soltis Investment Advisors | 34k | $1.6M | -81% | Mar 2024 |
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| Atria Wealth Solutions | 28k | $1.4M | -63% | Mar 2024 |
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| Savant Capital Management | 28k | $1.4M | -86% | Mar 2024 |
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| Vista Private Wealth Partners | 25k | $1.2M | -75% | Mar 2024 |
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| Goldman Sachs Group | 12k | $559k | -95% | Mar 2024 |
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| Advisor Resource Council | 9.9k | $479k | -89% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 6.2k | $299k | -92% | Mar 2024 |
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Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Merriman Wealth Management | Sep 2023 | 921k | $44M |
| Mirae Asset Global Investments | Dec 2023 | 226k | $11M |
| Pensionmark Financial Group | Dec 2023 | 226k | $11M |
| Comprehensive Wealth Management | Dec 2023 | 205k | $9.9M |