Who owns Schwab Strategic Tr intrm trm?
- Ticker: SCHR
- CUSIP Number: 808524854
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr intrm trm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr intrm trm stock
Who bought or sold Schwab Strategic Tr intrm trm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 81M | $4.0B | 2% | Mar 2024 |
|
| Royal Bank of Canada | 12M | $571M | 13% | Mar 2024 |
|
| Ameriprise Financial | 4.4M | $214M | 22% | Mar 2024 |
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| Stifel Financial | 3.6M | $177M | 23% | Mar 2024 |
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| Goldman Sachs Group | 2.3M | $113M | -10% | Mar 2024 |
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| Crane Advisory | 1.5M | $73M | 223% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.3M | $65M | -28% | Mar 2024 |
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| Creative Planning | 1.3M | $63M | -19% | Mar 2024 |
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| Pacific Sage Partners | 1.2M | $61M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.0M | $49M | 4% | Mar 2024 |
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| Intelligence Driven Advisers | 985k | $48M | 245% | Mar 2024 |
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| Streettalk Advisors | 957k | $47M | 94% | Mar 2024 |
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| Cornerstone Wealth Advisors | 885k | $43M | 6% | Mar 2024 |
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| Madison Asset Management | 792k | $39M | 49% | Mar 2024 |
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| Envestnet Asset Management | 778k | $38M | -28% | Mar 2024 |
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| Allspring Global Investments Holdings | 722k | $35M | 0% | Mar 2024 |
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| Northwest Capital Management | 710k | $35M | -8% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 697k | $34M | 9% | Mar 2024 |
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| CWM | 694k | $34M | -9% | Mar 2024 |
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| Resonant Capital Advisors | 684k | $34M | 10% | Mar 2024 |
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| Busey Trust Company | 602k | $30M | -7% | Mar 2024 |
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| Hanson McClain Advisors | 600k | $29M | -2% | Mar 2024 |
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| Bank of America Corporation | 572k | $28M | 11% | Mar 2024 |
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| Foster & Motley | 508k | $25M | 7% | Mar 2024 |
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| Hartland & Co | 508k | $25M | 120% | Dec 2023 |
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| West Coast Financial | 506k | $25M | 34% | Mar 2024 |
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| FLC Capital Advisors | 501k | $25M | 1% | Mar 2024 |
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| Your Advocates | 471k | $23M | -4% | Mar 2024 |
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| Taddei, Ludwig & Associates | 467k | $23M | 5% | Mar 2024 |
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| Morgan Stanley | 466k | $23M | -33% | Mar 2024 |
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| Galvin, Gaustad & Stein | 459k | $23M | 6% | Mar 2024 |
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| First National Trust Company | 444k | $22M | 17% | Mar 2024 |
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| Bouchey Financial | 436k | $21M | 14% | Mar 2024 |
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| Beacon Wealthcare | 430k | $21M | 14% | Mar 2024 |
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| Greenline Partners | 371k | $18M | -8% | Mar 2024 |
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| LPL Financial | 346k | $17M | 5% | Mar 2024 |
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| Tradition Wealth Management | 326k | $16M | 9% | Mar 2024 |
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| AlphaStar Capital Management | 320k | $16M | 7% | Mar 2024 |
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| BlackRock | 317k | $16M | 43% | Mar 2024 |
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| HC Advisors | 307k | $15M | 22% | Dec 2023 |
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| Stokes Family Office | 305k | $15M | 32% | Mar 2024 |
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| Charles Schwab Investment Management | 305k | $15M | 0% | Mar 2024 |
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| Davenport & Co | 279k | $14M | 9% | Mar 2024 |
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| Marshall Financial Group | 265k | $13M | 16% | Mar 2024 |
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| Sequoia Financial Advisors | 259k | $13M | 0% | Mar 2024 |
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| Tradewinds Capital Management | 241k | $12M | 30183% | Mar 2024 |
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| Franklin Resources | 233k | $11M | 7% | Mar 2024 |
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| Wells Fargo & Company | 219k | $11M | -18% | Mar 2024 |
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| Altiora Financial Group | 214k | $11M | 164% | Mar 2024 |
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| GenTrust | 206k | $10M | -1% | Mar 2024 |
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| SWS Partners | 204k | $10M | 20% | Mar 2024 |
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| Mariner Wealth Advisors | 190k | $9.3M | 13% | Mar 2024 |
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| Morton Brown Family Wealth | 188k | $9.2M | 2% | Mar 2024 |
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| McAdam | 188k | $9.2M | 11% | Mar 2024 |
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| Kingsview Wealth Management | 178k | $8.7M | -2% | Mar 2024 |
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| Bank Of Montreal | 172k | $8.4M | 12% | Mar 2024 |
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| Advisory Alpha | 169k | $8.3M | 51% | Mar 2024 |
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| Sentinel Pension Advisors | 143k | $7.0M | 226% | Mar 2024 |
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| Vident Advisory | 141k | $7.0M | -10% | Dec 2023 |
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| Oakwell Private Wealth Management | 140k | $6.9M | 15% | Mar 2024 |
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| Darrow Company | 139k | $6.8M | 58% | Mar 2024 |
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| Kestra Advisory Services | 134k | $6.6M | -52% | Dec 2023 |
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| Focus Financial Network | 133k | $6.4M | 100% | Mar 2024 |
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| One Degree Advisors | 132k | $6.5M | 0% | Mar 2024 |
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| Thrivent Financial for Lutherans | 128k | $6.3M | 876% | Mar 2024 |
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| Libra Wealth | 125k | $6.2M | 0% | Mar 2024 |
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| Change Path | 125k | $6.2M | -3% | Dec 2023 |
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| Burns Wealth Management | 122k | $6.0M | 2143% | Mar 2024 |
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| LexAurum Advisors | 121k | $6.0M | 4% | Dec 2023 |
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| Fiduciary Alliance | 119k | $5.8M | 38% | Mar 2024 |
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| Empowered Funds | 112k | $5.5M | 100% | Mar 2024 |
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| Buckingham Asset Management | 101k | $4.9M | 2% | Mar 2024 |
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| Advocate Group | 100k | $4.9M | 35% | Mar 2024 |
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| Myecfo | 95k | $4.7M | 3% | Mar 2024 |
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| Focus Financial Network | 92k | $4.6M | 100% | Dec 2023 |
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| Heritage Wealth Management | 89k | $4.4M | 8% | Mar 2024 |
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| Walkner Condon Financial Advisors | 86k | $4.2M | 18% | Mar 2024 |
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| Benjamin F. Edwards & Company | 85k | $4.2M | -18% | Mar 2024 |
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| GenWealth Group | 85k | $4.2M | 16% | Mar 2024 |
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| ValMark Advisers | 79k | $3.9M | 1% | Mar 2024 |
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| Hilltop Partners | 73k | $3.6M | 8% | Dec 2023 |
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| Modus Advisors | 73k | $3.6M | 100% | Dec 2023 |
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| Kuntz Lesher Capital | 72k | $3.5M | 1% | Mar 2024 |
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| UBS Group | 71k | $3.5M | -11% | Mar 2024 |
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| Stratos Wealth Advisors | 70k | $3.4M | 30% | Mar 2024 |
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| Upper Left Wealth Management | 70k | $3.4M | -22% | Mar 2024 |
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| Advisor Group Holdings | 68k | $3.3M | -88% | Mar 2024 |
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| Spire Wealth Management | 68k | $3.3M | 1% | Mar 2024 |
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| PAX Financial Group | 68k | $3.3M | -12% | Mar 2024 |
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| WealthCare Investment Partners | 67k | $3.3M | 9% | Mar 2024 |
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| Cambridge Investment Research Advisors | 66k | $3.2M | 21% | Mar 2024 |
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| Commonwealth Equity Services | 66k | $3.2M | -1% | Mar 2024 |
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| HighTower Advisors | 65k | $3.2M | 4% | Mar 2024 |
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| Meridian Management | 65k | $3.2M | -4% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 65k | $3.2M | 161% | Mar 2024 |
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| Raymond James & Associates | 58k | $2.9M | -9% | Mar 2024 |
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| Sym Financial Corporation | 57k | $2.8M | 16% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 56k | $2.7M | 44% | Mar 2024 |
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| Mendota Financial Group | 56k | $2.7M | 124% | Mar 2024 |
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| PrairieView Partners | 56k | $2.7M | -4% | Mar 2024 |
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| W.H. Cornerstone Investments | 55k | $2.7M | 93% | Mar 2024 |
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| AE Wealth Management | 55k | $2.7M | 0% | Mar 2024 |
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| Columbus Macro | 53k | $2.6M | 2% | Mar 2024 |
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| Warren Averett Asset Management | 50k | $2.4M | 5% | Mar 2024 |
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| Meritage Portfolio Management | 49k | $2.4M | -7% | Mar 2024 |
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| Hendershot Investments | 48k | $2.4M | -41% | Mar 2024 |
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| Brookstone Capital Management | 48k | $2.3M | -11% | Mar 2024 |
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| Eqis Capital Management | 47k | $2.3M | -24% | Mar 2024 |
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| Financial Consulate | 46k | $2.3M | -2% | Mar 2024 |
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| Salem Investment Counselors | 46k | $2.3M | -1% | Mar 2024 |
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| Financial & Tax Architects | 44k | $2.2M | 100% | Mar 2024 |
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| Brian McDonald | 43k | $2.1M | 7% | Mar 2024 |
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| Vise Technologies | 42k | $2.1M | -6% | Mar 2024 |
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| Merit Financial Group | 42k | $2.0M | -42% | Mar 2024 |
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| SeaCrest Wealth Management | 41k | $2.0M | -10% | Mar 2024 |
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| Ausdal Financial Partners | 41k | $2.0M | 5% | Mar 2024 |
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| Axxcess Wealth Management | 40k | $2.0M | 21% | Dec 2023 |
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| Inspire Advisors | 40k | $2.0M | 37% | Mar 2024 |
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| McCarthy Grittinger Financial Group | 40k | $2.0M | 0% | Mar 2024 |
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| Diligent Investors | 38k | $1.9M | -22% | Mar 2024 |
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| Kathleen S. Wright Associates | 38k | $1.9M | -1% | Mar 2024 |
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| Envestnet Portfolio Solutions | 36k | $1.7M | -72% | Mar 2024 |
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| Barden Capital Management | 36k | $1.7M | -16% | Mar 2024 |
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| Addison Advisors | 35k | $1.7M | 51% | Mar 2024 |
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| Financial Counselors | 34k | $1.7M | -91% | Mar 2024 |
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| Kaizen Financial Strategies | 33k | $1.6M | -43% | Mar 2024 |
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| Citadel Advisors | 33k | $1.6M | 411% | Mar 2024 |
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| William Blair $ Company | 32k | $1.6M | 5% | Mar 2024 |
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| Commerce Bank N A | 32k | $1.5M | 0% | Mar 2024 |
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| Massmutual Trust | 30k | $1.5M | -91% | Mar 2024 |
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| National Bank Of Canada /fi/ | 30k | $1.5M | -22% | Dec 2023 |
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| North Ridge Wealth Advisors | 29k | $1.4M | 1% | Mar 2024 |
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| Stratos Wealth Partners | 29k | $1.4M | -2% | Mar 2024 |
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| Mendel Capital Management | 29k | $1.4M | 2% | Mar 2024 |
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| Lincoln National | 28k | $1.4M | 34% | Mar 2024 |
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| Baird Financial | 28k | $1.4M | -63% | Dec 2023 |
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| Successful Portfolios | 26k | $1.3M | 8% | Mar 2024 |
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| Trust Point | 26k | $1.2M | -27% | Mar 2024 |
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| SageView Advisory Group | 25k | $1.8M | 224% | Mar 2024 |
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| Prevail Innovative Wealth Advisors | 25k | $1.2M | 100% | Mar 2024 |
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| Hutchinson Capital Management | 24k | $1.2M | -7% | Mar 2024 |
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| Csenge Advisory Group | 24k | $1.2M | -28% | Mar 2024 |
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| Bangor Savings Bank | 23k | $1.1M | -1% | Mar 2024 |
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| Econ Financial Services Corp | 23k | $1.1M | 103% | Mar 2024 |
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| Venture Visionary Partners | 22k | $1.1M | 1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 22k | $1.1M | -11% | Mar 2024 |
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| Foundations Investment Advisors | 22k | $1.1M | 100% | Mar 2024 |
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| Tennessee Valley Asset Management Partners | 20k | $1000k | 5% | Mar 2024 |
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| Integrated Wealth Concepts | 20k | $997k | -21% | Mar 2024 |
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| Principal Securities | 20k | $995k | 10% | Mar 2024 |
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| Apollon Wealth Management | 20k | $972k | -18% | Mar 2024 |
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| Janney Montgomery Scott | 19k | $939k | -84% | Mar 2024 |
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| Manhattan West Asset Management | 17k | $855k | -61% | Mar 2024 |
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| Horizon Financial Services | 17k | $840k | -25% | Mar 2024 |
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| Foster Group | 17k | $820k | -19% | Mar 2024 |
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| Proequities | 15k | $755M | -51% | Mar 2024 |
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| Equita Financial Network | 15k | $736k | -44% | Mar 2024 |
|
| Cobblestone Capital Advisors | 15k | $709k | -48% | Mar 2024 |
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| Private Advisor | 11k | $518k | -89% | Mar 2024 |
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| Lateef Investment Management | 10k | $497k | -59% | Mar 2024 |
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| Atria Wealth Solutions | 9.9k | $487k | -59% | Mar 2024 |
|
| Hilton Capital Management | 6.1k | $299k | -99% | Mar 2024 |
|
| D.B. Root & Company | 4.8k | $234k | -81% | Mar 2024 |
|
| Benjamin Edwards | 288.00 | $14k | -100% | Mar 2024 |
|
Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| True North Advisors | Dec 2023 | 539k | $27M |
| Orion Portfolio Solutions | Dec 2023 | 235k | $12M |
| Morningstar Investment Management | Sep 2023 | 221k | $11M |
| Branch Banking & Trust Company | Dec 2023 | 106k | $5.3M |
| Coldstream Capital Management | Sep 2023 | 89k | $4.3M |
| Asio Capital | Dec 2023 | 79k | $3.9M |
| Hrt Financial | Dec 2023 | 44k | $2.2M |
| Capital Asset Advisory Services | Dec 2023 | 35k | $1.8M |
| Main Street Financial Solutions | Dec 2023 | 28k | $1.4M |
| Opus Capital Group | Dec 2023 | 27k | $1.3M |
| Bank of New York Mellon | Dec 2023 | 25k | $1.3M |
| Lido Advisors | Dec 2023 | 22k | $1.1M |