Who owns Schwab Strategic Tr 0?
- Ticker: SCHP
- CUSIP Number: 808524870
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr 0 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr 0 stock
Who bought or sold Schwab Strategic Tr 0 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 18M | $935M | 2% | Mar 2024 |
|
| Empower Advisory Group | 16M | $831M | 30% | Mar 2024 |
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| Quadratic Capital Management | 12M | $640M | -15% | Mar 2024 |
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| Sei Investments | 5.3M | $278M | 2% | Mar 2024 |
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| Ing Investment Management | 5.0M | $262M | -5% | Mar 2024 |
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| Jpmorgan Chase & Co | 4.7M | $248M | -5% | Mar 2024 |
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| Goldman Sachs Group | 4.1M | $216M | -29% | Mar 2024 |
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| Alliancebernstein | 3.4M | $179M | 1% | Dec 2023 |
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| Jasper Ridge Partners | 3.3M | $174M | 31% | Mar 2024 |
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| HPM Partners | 3.2M | $165M | -76% | Mar 2024 |
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| Evoke Wealth | 2.7M | $138M | -17% | Mar 2024 |
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| Charles Schwab Investment Management | 2.7M | $138M | 4% | Mar 2024 |
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| Alesco Advisors | 2.6M | $135M | 2% | Mar 2024 |
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| Central Trust & Investment | 2.6M | $135M | 12% | Mar 2024 |
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| Perella Weinberg Partners Capital Management | 1.9M | $102M | -1% | Mar 2024 |
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| UBS Group | 1.7M | $91M | 0% | Mar 2024 |
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| Ameriprise Financial | 1.7M | $89M | -28% | Mar 2024 |
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| Nepc | 1.5M | $78M | 5% | Dec 2023 |
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| Sensible Financial Planning & Management | 1.4M | $76M | 5% | Mar 2024 |
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| Morgan Stanley | 1.4M | $75M | -16% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.3M | $68M | -3% | Mar 2024 |
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| Wealthfront Advisers | 1.2M | $64M | -1% | Mar 2024 |
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| Envestnet Asset Management | 1.2M | $61M | 2% | Mar 2024 |
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| Elm Partners Management | 1.1M | $60M | -2% | Mar 2024 |
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| NinePointTwo Capital | 1.1M | $59M | -34% | Dec 2023 |
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| Us Bancorp | 1.0M | $54M | -15% | Mar 2024 |
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| Litman Gregory Asset Management | 941k | $49M | -3% | Mar 2024 |
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| Bank of America Corporation | 904k | $47M | 0% | Mar 2024 |
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| Bank of New York Mellon | 877k | $46M | -13% | Mar 2024 |
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| Lutz Financial Services | 829k | $43M | 0% | Mar 2024 |
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| Fund Evaluation Group | 783k | $41M | 1% | Mar 2024 |
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| Prime Capital Investment Advisors | 781k | $41M | 20% | Dec 2023 |
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| Stephens Group Asset Management | 747k | $39M | 1% | Mar 2024 |
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| Wells Fargo & Company | 742k | $39M | -3% | Mar 2024 |
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| Wealthcare Advisory Partners | 666k | $35M | 1% | Mar 2024 |
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| LifeGuide Financial Advisors | 641k | $33M | 6% | Mar 2024 |
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| Pure Financial Advisors | 633k | $33M | 7% | Mar 2024 |
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| Full Sail Capital | 622k | $32M | 5460% | Mar 2024 |
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| Adventist Health System Sunbelt Healthcare Corp | 598k | $31M | 227% | Mar 2024 |
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| Korea Investment Corporation | 580k | $30M | 0% | Mar 2024 |
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| Financial Architects | 554k | $29M | 15% | Mar 2024 |
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| SRS Capital Advisors | 553k | $29M | 0% | Dec 2023 |
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| Matrix Trust | 543k | $28M | 0% | Mar 2024 |
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| Citigroup | 525k | $27M | 14% | Mar 2024 |
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| Assetmark | 489k | $26M | 8% | Mar 2024 |
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| Advisory Alpha | 483k | $25M | 9% | Mar 2024 |
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| Joseph Group Capital Management | 483k | $25M | 15% | Mar 2024 |
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| Savant Capital Management | 478k | $25M | -5% | Mar 2024 |
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| LPL Financial | 476k | $25M | -11% | Mar 2024 |
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| Sumitomo Life Insurance | 458k | $24M | 45% | Mar 2024 |
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| Creative Planning | 446k | $23M | -8% | Mar 2024 |
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| Navalign | 430k | $22M | 17% | Mar 2024 |
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| Marshall Financial Group | 397k | $21M | 6% | Mar 2024 |
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| Apex Investment Services | 378k | $20M | 3% | Mar 2024 |
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| Carolina Wealth Advisors | 376k | $20M | 7% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 346k | $18M | 56% | Mar 2024 |
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| Cape Cod Five Cents Savings Bank | 344k | $18M | 5% | Mar 2024 |
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| Altfest L J & Co | 341k | $18M | 43% | Mar 2024 |
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| Foster & Motley | 335k | $18M | 13% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 335k | $18M | 7% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 320k | $17M | -1% | Mar 2024 |
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| Principal Financial Group | 306k | $16M | 11% | Mar 2024 |
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| Almanack Investment Partners | 301k | $16M | 417% | Mar 2024 |
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| Nottingham Advisors | 301k | $12M | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 274k | $14M | 18% | Mar 2024 |
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| Raymond James Financial Services Advisors | 262k | $14M | 6% | Mar 2024 |
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| Sage Financial | 249k | $13M | 0% | Mar 2024 |
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| Fifth Third Bancorp | 240k | $13M | -10% | Mar 2024 |
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| Peak Financial Management | 235k | $12M | 2% | Mar 2024 |
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| Walker Financial Services | 230k | $12M | 9% | Mar 2024 |
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| Proffitt & Goodson | 229k | $12M | 1% | Mar 2024 |
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| Eagle Ridge Investment Management | 227k | $12M | 2% | Mar 2024 |
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| Wealth Management Resources | 227k | $12M | 2% | Mar 2024 |
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| Marotta Asset Management | 225k | $12M | -2% | Dec 2023 |
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| Pacific Capital Wealth Advisors | 221k | $12M | -4% | Mar 2024 |
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| Franklin Resources | 211k | $11M | -95% | Mar 2024 |
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| Mercer Global Advisors | 205k | $11M | 2% | Mar 2024 |
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| Thrivent Financial for Lutherans | 201k | $11M | 11% | Mar 2024 |
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| Cambridge Investment Research Advisors | 201k | $11M | -12% | Mar 2024 |
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| Branch Banking & Trust Company | 197k | $10M | 7% | Mar 2024 |
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| McAdam | 185k | $9.6M | 5% | Mar 2024 |
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| Modera Wealth Management | 185k | $9.6M | 6% | Mar 2024 |
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| Sontag Advisory | 182k | $9.5M | -10% | Mar 2024 |
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| HighTower Advisors | 180k | $9.4M | -24% | Mar 2024 |
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| Annapolis Financial Services | 177k | $9.2M | -14% | Mar 2024 |
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| Financeware | 173k | $9.0M | 2% | Mar 2024 |
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| ALM First Financial Advisors | 170k | $8.9M | 0% | Mar 2024 |
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| West Family Investments | 169k | $9.2M | 0% | Mar 2024 |
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| Altiora Financial Group | 167k | $8.7M | 2524% | Mar 2024 |
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| Signet Investment Advisory Group | 167k | $8.7M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 163k | $8.5M | -22% | Mar 2024 |
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| Summit Trail Advisors | 161k | $8.4M | -8% | Mar 2024 |
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| Advisor Group Holdings | 161k | $8.4M | -51% | Mar 2024 |
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| Transamerica Financial Advisors | 159k | $8.3M | 995112% | Mar 2024 |
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| Allen Capital Group | 158k | $8.2M | 9% | Mar 2024 |
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| Resonant Capital Advisors | 155k | $8.1M | 7% | Mar 2024 |
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| GenTrust | 154k | $8.0M | 0% | Mar 2024 |
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| Harbour Investments | 153k | $8.0M | -2% | Dec 2023 |
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| BFSG | 147k | $7.7M | 0% | Mar 2024 |
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| Iron Financial | 142k | $7.4M | -1% | Mar 2024 |
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| Pnc Financial Services | 139k | $7.3M | -60% | Mar 2024 |
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| Prairiewood Capital | 133k | $6.9M | 10% | Mar 2024 |
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| Burns Wealth Management | 131k | $6.8M | -13% | Mar 2024 |
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| Hart & Patterson Financial Group | 131k | $6.8M | 2% | Mar 2024 |
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| FC Advisory | 131k | $6.8M | 4% | Mar 2024 |
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| Rebalance | 130k | $6.8M | 3% | Mar 2024 |
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| H D Vest Advisory Services | 122k | $6.4M | 54% | Mar 2024 |
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| ValMark Advisers | 122k | $6.4M | 0% | Mar 2024 |
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| Madison Asset Management | 120k | $6.2M | 100% | Mar 2024 |
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| Austin Private Wealth | 119k | $6.1M | -7% | Mar 2024 |
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| Theory Financial | 119k | $6.2M | -4% | Mar 2024 |
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| Kestra Private Wealth Services | 118k | $6.2M | 25% | Mar 2024 |
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| Change Path | 118k | $6.1M | -4% | Dec 2023 |
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| Fi3 FINANCIAL ADVISORS | 118k | $6.1M | 13% | Mar 2024 |
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| HCR Wealth Advisors | 117k | $6.1M | -1% | Mar 2024 |
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| Fortis Capital Management | 115k | $6.0M | 6% | Mar 2024 |
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| Arden Trust | 115k | $6.0M | 3% | Mar 2024 |
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| Hirtle Callaghan & Co | 114k | $5.9M | -13% | Mar 2024 |
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| Merriman Wealth Management | 112k | $5.9M | 100% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 112k | $5.8M | 1% | Mar 2024 |
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| Warren Averett Asset Management | 106k | $5.5M | 100% | Mar 2024 |
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| Goodwin Investment Advisory | 102k | $5.3M | 3% | Mar 2024 |
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| Atomi Financial Group | 102k | $5.3M | 1050% | Mar 2024 |
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| Fagan Associates | 100k | $5.2M | -5% | Mar 2024 |
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| MBE Wealth Management | 99k | $5.1M | 1019% | Mar 2024 |
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| Tortoise Investment Management | 98k | $5.1M | 5% | Mar 2024 |
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| Bp Wealth Management | 97k | $5.1M | -16% | Mar 2024 |
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| Curbstone Financial Management | 97k | $5.1M | -2% | Mar 2024 |
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| Susquehanna International | 96k | $5.0M | -20% | Mar 2024 |
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| FDx Advisors | 92k | $4.8M | -10% | Mar 2024 |
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| FMR | 91k | $4.8M | 88% | Mar 2024 |
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| Virtue Capital Management | 91k | $4.7M | 2% | Mar 2024 |
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| High Note Wealth | 89k | $4.6M | -2% | Mar 2024 |
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| Allianz Asset Management | 88k | $4.6M | -74% | Dec 2023 |
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| Perfromance Wealth Partners | 88k | $4.6M | -17% | Mar 2024 |
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| Brian McDonald | 86k | $4.5M | 29% | Mar 2024 |
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| Resource Planning Group | 86k | $4.5M | -33% | Dec 2023 |
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| Private Advisor | 85k | $4.4M | -11% | Mar 2024 |
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| Cambria Investment Management | 83k | $4.4M | -8% | Mar 2024 |
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| Stratos Wealth Advisors | 82k | $4.3M | 11% | Mar 2024 |
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| RE Dickinson Investment Advisors | 82k | $4.2M | -56% | Mar 2024 |
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| Aviance Capital Partners | 80k | $4.2M | 0% | Mar 2024 |
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| Kure Advisory | 80k | $4.2M | 4% | Mar 2024 |
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| VCI Wealth Management | 80k | $4.2M | -11% | Mar 2024 |
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| Hoxton Planning & Management | 80k | $4.2M | 6% | Mar 2024 |
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| AlphaStar Capital Management | 77k | $4.0M | -24% | Mar 2024 |
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| Washington Trust Company | 76k | $4.0M | -20% | Mar 2024 |
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| Honkamp Krueger Financial Services | 74k | $3.8M | 90% | Mar 2024 |
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| MPS Loria Financial Planners | 72k | $3.7M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 70k | $3.7M | -19% | Mar 2024 |
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| Verde Capital Management | 69k | $3.6M | -4% | Mar 2024 |
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| Raymond James & Associates | 65k | $3.4M | -78% | Mar 2024 |
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| Arvest Investments | 60k | $3.1M | -31% | Mar 2024 |
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| Royal Bank of Canada | 55k | $2.9M | -24% | Mar 2024 |
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| AE Wealth Management | 50k | $2.6M | -80% | Mar 2024 |
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| Moody National Bank Trust Division | 45k | $2.4M | -52% | Mar 2024 |
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| Fifth Third Securities | 36k | $1.9M | -54% | Mar 2024 |
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| Integrated Wealth Concepts | 19k | $1.0M | -89% | Mar 2024 |
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| Global Retirement Partners | 11k | $580k | -85% | Mar 2024 |
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| Venture Visionary Partners | 11k | $555k | -93% | Mar 2024 |
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| Streettalk Advisors | 6.6k | $344k | -97% | Mar 2024 |
|
| Focused Wealth Management | 3.8k | $200k | -97% | Mar 2024 |
|
| Live Oak Investment Partners | 104.00 | $5.4k | -100% | Dec 2023 |
|
Who sold out of Schwab Strategic Tr 0?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlueSky Wealth Advisors | Dec 2023 | 601k | $31M |
| Advanced Research Investment Solutions | Sep 2023 | 246k | $12M |
| HC Advisors | Sep 2023 | 223k | $11M |
| Flow Traders US | Dec 2023 | 148k | $7.7M |
| Citizens Financial Group | Dec 2023 | 145k | $7.6M |
| Jane Street | Dec 2023 | 90k | $4.7M |