Who owns Schwab Strategic Tr long term us?
- Ticker: SCHQ
- CUSIP Number: 808524680
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr long term us with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr long term us stock
Who bought or sold Schwab Strategic Tr long term us this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Total Investment Management | 2.5M | $85M | 1% | Mar 2024 |
|
| Bank of America Corporation | 2.4M | $79M | -11% | Mar 2024 |
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| Envestnet Asset Management | 1.7M | $56M | 170% | Mar 2024 |
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| SFMG Wealth Advisors | 642k | $22M | -2% | Mar 2024 |
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| Northwest Capital Management | 499k | $17M | -1% | Mar 2024 |
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| CWM | 458k | $15M | -9% | Mar 2024 |
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| Ambassador Advisors | 417k | $14M | 1% | Mar 2024 |
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| Jpmorgan Chase & Co | 318k | $11M | -6% | Mar 2024 |
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| Charles Schwab Investment Management | 312k | $11M | -1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 293k | $9.9M | 7% | Mar 2024 |
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| Envestnet Portfolio Solutions | 235k | $7.9M | 14% | Mar 2024 |
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| Mirae Asset Global Investments | 211k | $7.1M | 100% | Mar 2024 |
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| Principal Securities | 190k | $6.4M | 12% | Mar 2024 |
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| Stokes Family Office | 156k | $5.3M | -11% | Mar 2024 |
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| Goss Wealth Management | 143k | $4.8M | 229% | Mar 2024 |
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| Beacon Bridge Wealth Partners | 118k | $4.0M | 12% | Mar 2024 |
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| Proequities | 113k | $3.8B | -8% | Mar 2024 |
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| Galvin, Gaustad & Stein | 113k | $3.8M | 35% | Mar 2024 |
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| Kaizen Financial Strategies | 105k | $3.5M | 12% | Mar 2024 |
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| Collective Family Office | 102k | $3.4M | 163% | Mar 2024 |
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| Royal Bank of Canada | 100k | $3.4M | -38% | Mar 2024 |
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| Park Avenue Securities | 93k | $3.1M | -9% | Mar 2024 |
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| Wagner Bowman Management | 84k | $2.8M | -16% | Mar 2024 |
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| Ameriprise Financial | 84k | $2.8M | -29% | Mar 2024 |
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| Clear Creek Financial Management | 82k | $2.8M | -1% | Mar 2024 |
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| Stratos Wealth Advisors | 80k | $2.7M | -21% | Mar 2024 |
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| Charles Schwab Trust | 63k | $2.1M | 47% | Mar 2024 |
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| Lincoln National | 52k | $1.8M | 135% | Mar 2024 |
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| Morgan Stanley | 50k | $1.7M | 2736% | Mar 2024 |
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| Family Asset Management | 44k | $1.5M | 34% | Dec 2023 |
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| Advisor Group Holdings | 42k | $1.4M | -82% | Mar 2024 |
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| Mutual Advisors | 42k | $1.4M | 34% | Mar 2024 |
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| Wsfs Capital Management | 41k | $1.4M | -43% | Mar 2024 |
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| Susquehanna International | 39k | $1.3M | -7% | Mar 2024 |
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| Thrivent Financial for Lutherans | 36k | $1.2M | 100% | Mar 2024 |
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| Citadel Advisors | 35k | $1.2M | 9% | Mar 2024 |
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| Acorn Wealth Advisors | 34k | $1.2M | 16% | Mar 2024 |
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| Greenup Street Wealth Management | 34k | $1.1M | 35% | Mar 2024 |
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| Barden Capital Management | 33k | $1.1M | -12% | Mar 2024 |
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| Trust Point | 32k | $1.1M | -84% | Mar 2024 |
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| Cambridge Investment Research Advisors | 29k | $980k | 23% | Mar 2024 |
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| Van Strum & Towne | 27k | $915k | -4% | Mar 2024 |
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| OneAscent Wealth Management | 26k | $874k | -18% | Mar 2024 |
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| Claro Advisors | 22k | $734k | -53% | Mar 2024 |
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| Focus Financial Network | 20k | $710k | 100% | Dec 2023 |
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| Focus Financial Network | 19k | $606k | 100% | Mar 2024 |
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| Merit Financial Group | 19k | $608k | -31% | Mar 2024 |
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| Private Advisor | 19k | $629k | 100% | Mar 2024 |
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| Brookstone Capital Management | 18k | $618k | -21% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 17k | $578k | 100% | Mar 2024 |
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| Regal Investment Advisors | 16k | $532k | 100% | Mar 2024 |
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| Jane Street | 13k | $422k | 80% | Mar 2024 |
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| Atria Wealth Solutions | 12k | $396k | 14% | Mar 2024 |
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| TSA Wealth Managment | 12k | $396k | 0% | Mar 2024 |
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| Magnus Financial Group | 12k | $393k | 100% | Mar 2024 |
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| Invst | 11k | $384k | 100% | Dec 2023 |
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| Burns Wealth Management | 11k | $356k | 100% | Mar 2024 |
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| Hayek-Kallen Investment Management | 10k | $346k | 4% | Mar 2024 |
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| Silverlake Wealth Management | 9.9k | $335k | 5% | Mar 2024 |
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| Foundations Investment Advisors | 9.9k | $333k | 100% | Mar 2024 |
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| Goldman Sachs Group | 9.4k | $318k | -28% | Mar 2024 |
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| Bank of New York Mellon | 9.1k | $309k | 100% | Mar 2024 |
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| RDA Financial Network | 8.9k | $299k | -8% | Mar 2024 |
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| Strategic Blueprint | 7.8k | $264k | 5% | Mar 2024 |
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| Commonwealth Equity Services | 5.9k | $200k | 100% | Mar 2024 |
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| Creative Financial Designs | 5.9k | $199k | 67% | Mar 2024 |
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| Smartleaf Asset Management | 4.4k | $156k | 2293% | Mar 2024 |
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| SevenOneSeven Capital Management | 4.3k | $144k | -93% | Dec 2023 |
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| Pacific Capital Wealth Advisors | 4.0k | $134k | 0% | Mar 2024 |
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| IFP Advisors | 3.7k | $129k | 100% | Dec 2023 |
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| Park Place Capital Corp | 1.6k | $55k | -41% | Mar 2024 |
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| Spectrum Wealth Counsel | 1.4k | $48k | 0% | Mar 2024 |
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| Bogart Wealth | 1.3k | $44k | 0% | Mar 2024 |
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| Cardiff Park Advisors | 1.1k | $40k | 100% | Dec 2023 |
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| BlackRock | 1.1k | $36k | -98% | Mar 2024 |
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| Tortoise Investment Management | 960.00 | $32k | -60% | Mar 2024 |
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| Fortis Advisors | 885.00 | $30k | 26% | Mar 2024 |
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| Horizons Wealth Management | 777.00 | $27k | 0% | Mar 2024 |
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| Silver Oak Securities | 645.00 | $22k | -91% | Mar 2024 |
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| Thompson Investment Management | 538.00 | $18k | 0% | Mar 2024 |
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| Pineridge Advisors | 513.00 | $17k | -77% | Mar 2024 |
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| LGT Financial Advisors | 350.00 | $12k | -13% | Mar 2024 |
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| Kozak & Associates | 231.00 | $7.8k | 0% | Dec 2023 |
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| Sound Income Strategies | 63.00 | $2.1k | -98% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 51.00 | $1.7k | 100% | Mar 2024 |
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| FMR | 23.00 | $776.250000 | -82% | Mar 2024 |
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| Farther Finance Advisors | 2.00 | $66.000000 | -100% | Mar 2024 |
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Who sold out of Schwab Strategic Tr long term us?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Smart Money Group | Dec 2023 | 50k | $1.8M |
| Belpointe Asset Management | Sep 2023 | 23k | $732k |
| Rsm Us Wealth Management | Dec 2023 | 14k | $474k |
| Wilbanks Smith & Thomas Asset Management | Dec 2023 | 9.2k | $324k |
| Resurgent Financial Advisors | Dec 2023 | 3.4k | $121k |
| Scarborough Advisors | Dec 2023 | 3.0k | $106k |
| Advisory Services Network | Dec 2023 | 3.0k | $104k |
| Wells Fargo & Company | Dec 2023 | 566.00 | $20k |
| Asset Dedication | Dec 2023 | 11.00 | $0 |
| Register Financial Advisors | Dec 2023 | 10.00 | $351.000000 |