Who owns Schwab Strategic Tr us lrg cap etf?
- Ticker: SCHX
- CUSIP Number: 808524201
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr us lrg cap etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr us lrg cap etf stock
Who bought or sold Schwab Strategic Tr us lrg cap etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 98M | $6.1B | 1% | Mar 2024 |
|
| Charles Schwab Investment Management | 50M | $3.1B | 5% | Mar 2024 |
|
| Creative Planning | 28M | $1.8B | -2% | Mar 2024 |
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| Sei Investments | 13M | $788M | -47% | Mar 2024 |
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| HBK Sorce Advisory | 11M | $653M | 2% | Mar 2024 |
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| Sage Financial | 8.2M | $507M | 1% | Mar 2024 |
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| Moneta Group Investment Advisors | 7.6M | $427M | 5% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 7.3M | $450M | -3% | Mar 2024 |
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| UBS Group | 6.5M | $405M | -8% | Mar 2024 |
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| Envestnet Asset Management | 5.9M | $363M | -20% | Mar 2024 |
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| HPM Partners | 5.5M | $340M | -81% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 5.2M | $322M | 16% | Mar 2024 |
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| Mercer Global Advisors | 5.0M | $326M | -1% | Mar 2024 |
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| Campbell Wealth Management | 4.9M | $303M | 6% | Mar 2024 |
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| Diversified | 3.7M | $231M | 71% | Mar 2024 |
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| HighTower Advisors | 3.7M | $228M | 0% | Mar 2024 |
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| Henderson Group | 3.7M | $228M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 3.4M | $211M | -6% | Mar 2024 |
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| Wealthsource Partners | 3.2M | $179M | -5% | Dec 2023 |
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| Prime Capital Investment Advisors | 3.1M | $176M | 2% | Dec 2023 |
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| McAdam | 3.0M | $189M | 6% | Mar 2024 |
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| JMG Financial Group | 2.9M | $178M | -1% | Mar 2024 |
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| Assetmark | 2.8M | $172M | 94% | Mar 2024 |
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| Beacon Pointe Advisors | 2.3M | $132M | -3% | Dec 2023 |
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| LPL Financial | 2.2M | $138M | 0% | Mar 2024 |
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| Iwamoto Kong & Co | 2.0M | $127M | 7% | Mar 2024 |
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| Bank of America Corporation | 1.8M | $113M | 10% | Mar 2024 |
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| Morgan Stanley | 1.8M | $111M | 12% | Mar 2024 |
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| Evermay Wealth Management | 1.8M | $101M | -3% | Dec 2023 |
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| Aurum Wealth Management Group | 1.7M | $95M | 2% | Dec 2023 |
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| Kuntz Lesher Capital | 1.6M | $102M | 1% | Mar 2024 |
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| Greenwood Gearhart | 1.6M | $97M | 1326% | Mar 2024 |
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| Orgel Wealth Management | 1.5M | $95M | -5% | Mar 2024 |
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| CI Private Wealth | 1.5M | $93M | 6% | Mar 2024 |
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| Northwest Quadrant Wealth Management | 1.5M | $93M | 0% | Mar 2024 |
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| Integrated Wealth Concepts | 1.5M | $92M | 2% | Mar 2024 |
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| Bangor Savings Bank | 1.3M | $78M | -5% | Mar 2024 |
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| Curi Wealth Management | 1.3M | $71M | 31% | Dec 2023 |
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| Johnson Investment Counsel | 1.2M | $74M | 5% | Mar 2024 |
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| Financial Consulate | 1.2M | $72M | 4% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 1.1M | $71M | 42% | Mar 2024 |
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| Charles Schwab Trust | 1.1M | $70M | 12% | Mar 2024 |
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| Sontag Advisory | 1.1M | $69M | -5% | Mar 2024 |
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| Ameriprise Financial | 1.1M | $69M | 92% | Mar 2024 |
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| HB Wealth Management | 1.1M | $66M | -6% | Mar 2024 |
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| Meridian Wealth Partners | 1.1M | $66M | 0% | Mar 2024 |
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| Fund Evaluation Group | 1.0M | $64M | -1% | Mar 2024 |
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| Steele Capital Management | 1.0M | $64M | 1% | Mar 2024 |
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| Sequoia Financial Advisors | 1.0M | $62M | -3% | Mar 2024 |
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| Standpoint Asset Management | 996k | $62M | 3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 994k | $62M | -5% | Mar 2024 |
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| Berger Financial Group | 948k | $59M | 46% | Mar 2024 |
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| Adams Wealth Management | 883k | $50M | -43% | Dec 2023 |
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| Savant Capital Management | 874k | $54M | -2% | Mar 2024 |
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| Rsm Us Wealth Management | 873k | $54M | 1% | Mar 2024 |
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| United Capital Financial Advisers | 814k | $51M | -8% | Mar 2024 |
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| Apollon Wealth Management | 812k | $50M | -5% | Mar 2024 |
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| Legacy Wealth Management | 809k | $50M | -6% | Mar 2024 |
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| Jaffetilchin Investment Partners | 787k | $49M | 1% | Mar 2024 |
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| Alliance Wealth Management | 776k | $48M | 0% | Mar 2024 |
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| Peninsula Wealth | 776k | $48M | 100% | Mar 2024 |
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| Towercrest Capital Management | 776k | $48M | 0% | Mar 2024 |
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| Valley National Advisers | 768k | $46M | 0% | Mar 2024 |
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| Aptus Capital Advisors | 743k | $46M | -2% | Mar 2024 |
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| CFG Asset Management | 735k | $45M | 4% | Mar 2024 |
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| American Trust | 729k | $41M | -29% | Dec 2023 |
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| Pinkerton Retirement Specialists | 716k | $44M | -9% | Mar 2024 |
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| Riversedge Advisors | 694k | $43M | -2% | Mar 2024 |
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| Captrust Financial Advisors | 693k | $43M | -16% | Mar 2024 |
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| Buffington Mohr McNeal | 691k | $43M | -3% | Mar 2024 |
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| Harbour Investments | 671k | $38M | 4% | Dec 2023 |
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| Appleton Partners | 662k | $37M | 6% | Dec 2023 |
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| Raymond James Financial Services Advisors | 649k | $40M | 6% | Mar 2024 |
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| McGlone Suttner Wealth Management | 645k | $40M | 0% | Mar 2024 |
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| Courage Miller Partners | 638k | $40M | -1% | Mar 2024 |
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| Wells Fargo & Company | 634k | $39M | 5% | Mar 2024 |
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| Jpmorgan Chase & Co | 625k | $39M | 9% | Mar 2024 |
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| Access Financial Services | 607k | $38M | -5% | Mar 2024 |
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| Modera Wealth Management | 595k | $37M | -11% | Mar 2024 |
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| Ashford Advisors | 575k | $36M | -5% | Mar 2024 |
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| Leverty Financial Group | 570k | $35M | 3% | Mar 2024 |
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| Matrix Trust | 560k | $35M | -2% | Mar 2024 |
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| Avenue 1 Advisors | 549k | $34M | 1% | Mar 2024 |
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| Embree Financial Group | 545k | $34M | 2% | Mar 2024 |
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| Baker Avenue Asset Management | 544k | $34M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 538k | $33M | 5% | Mar 2024 |
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| Moneywise | 527k | $33M | -8% | Mar 2024 |
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| Foster Victor Wealth Advisors | 519k | $32M | -5% | Mar 2024 |
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| Hanson McClain Advisors | 517k | $32M | -3% | Mar 2024 |
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| Newman Dignan & Sheerar | 479k | $30M | 3% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 476k | $30M | -1% | Mar 2024 |
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| Northeast Financial Group | 473k | $29M | 8% | Mar 2024 |
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| FIDELIS iM | 472k | $29M | -1% | Mar 2024 |
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| Royal Bank of Canada | 470k | $29M | 9% | Mar 2024 |
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| Burt Wealth Advisors | 469k | $29M | 5% | Mar 2024 |
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| Athena Investment Management | 467k | $29M | -2% | Mar 2024 |
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| SNS Financial | 465k | $29M | 0% | Mar 2024 |
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| Ballast Advisors | 464k | $29M | 2% | Mar 2024 |
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| Cornerstone Wealth Group | 459k | $29M | 100% | Mar 2024 |
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| Dravo Bay | 456k | $28M | -7% | Mar 2024 |
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| Milestone Investment Advisors | 455k | $26M | 0% | Dec 2023 |
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| Gleason Group | 455k | $28M | 2% | Mar 2024 |
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| Stifel Financial | 451k | $28M | 0% | Mar 2024 |
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| Marshall Financial Group | 449k | $28M | 0% | Mar 2024 |
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| Gordian Advisors | 445k | $28M | 100% | Mar 2024 |
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| Valicenti Advisory Services | 443k | $28M | -1% | Mar 2024 |
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| Richardson Capital Management | 443k | $28M | 100% | Mar 2024 |
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| Schneider Downs Wealth Management Advisors | 438k | $27M | 4% | Mar 2024 |
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| Thrivent Financial for Lutherans | 438k | $27M | -5% | Mar 2024 |
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| Kolinsky Wealth Management | 437k | $27M | 0% | Mar 2024 |
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| Morris Financial Concepts | 429k | $27M | 10% | Mar 2024 |
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| Bristlecone Advisors | 428k | $27M | -2% | Mar 2024 |
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| Manchester Financial | 427k | $27M | -5% | Mar 2024 |
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| Focus Financial Network | 416k | $23M | 100% | Dec 2023 |
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| Kavar Capital Partners Group | 415k | $26M | -48% | Mar 2024 |
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| Colony | 415k | $26M | 14% | Mar 2024 |
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| Orion Portfolio Solutions | 412k | $26M | -7% | Mar 2024 |
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| Chicago Partners Investment | 409k | $25M | 6% | Mar 2024 |
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| Red Door Wealth Management | 406k | $25M | 6% | Mar 2024 |
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| Fortis Capital Management | 402k | $25M | 1% | Mar 2024 |
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| Powers Advisory Group | 400k | $25M | -1% | Mar 2024 |
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| Dynamic Advisors Solutions | 399k | $25M | -2% | Mar 2024 |
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| Almanack Investment Partners | 395k | $25M | 67% | Mar 2024 |
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| Sawgrass Asset Management | 392k | $24M | 0% | Mar 2024 |
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| Red Cedar Investment Management | 392k | $24M | 22% | Mar 2024 |
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| Hrc Wealth Management | 382k | $24M | -1% | Mar 2024 |
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| Bank Hapoalim Bm | 380k | $24M | 0% | Mar 2024 |
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| Ascension Capital Advisors | 377k | $23M | 30% | Mar 2024 |
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| Goldman Sachs Group | 375k | $23M | -77% | Mar 2024 |
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| Financial Management Professionals | 370k | $23M | 0% | Mar 2024 |
|
| St. Johns Investment Management Company | 362k | $23M | -9% | Mar 2024 |
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| Sprinkle Financial Consultants | 359k | $22M | -1% | Mar 2024 |
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| Main Street Financial Solutions | 358k | $22M | 0% | Mar 2024 |
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| D.B. Root & Company | 357k | $22M | 13% | Mar 2024 |
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| Asset Dedication | 356k | $22M | 2% | Mar 2024 |
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| Strategic Equity Management | 341k | $21M | 26% | Mar 2024 |
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| St. Louis Trust | 339k | $21M | -7% | Mar 2024 |
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| Carr Financial Group Corp | 337k | $21M | 11% | Mar 2024 |
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| Valley Forge Investment Consultants Inc Adv | 330k | $21M | -4% | Mar 2024 |
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| CWM | 326k | $20M | -8% | Mar 2024 |
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| Northwest Capital Management | 323k | $20M | -2% | Mar 2024 |
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| Sound View Wealth Advisors Group | 322k | $20M | -2% | Mar 2024 |
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| Provident Wealth Management | 316k | $20M | -2% | Mar 2024 |
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| Salem Investment Counselors | 314k | $20M | 1% | Mar 2024 |
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| Anchor Investment Management | 308k | $19M | 3% | Mar 2024 |
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| Koesten, Hirschmann & Crabtree | 307k | $17M | -2% | Dec 2023 |
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| MAI Wealth Advisors | 306k | $19M | 7% | Mar 2024 |
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| Sage Financial Management Group | 304k | $19M | 4% | Mar 2024 |
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| Pillar Wealth Advisors | 304k | $19M | -8% | Mar 2024 |
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| Ancora Advisors | 302k | $19M | -3% | Mar 2024 |
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| Hengehold Capital Management | 300k | $19M | -3% | Mar 2024 |
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| Branch Banking & Trust Company | 299k | $19M | -48% | Mar 2024 |
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| Bsc Private Wealth Management | 292k | $18M | -3% | Mar 2024 |
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| Blue Bell Private Wealth Management | 285k | $18M | -5% | Mar 2024 |
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| Wealthcare Advisory Partners | 271k | $17M | -31% | Mar 2024 |
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| Sheets Smith Wealth Management | 264k | $16M | -47% | Mar 2024 |
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| Hart & Patterson Financial Group | 234k | $15M | -50% | Mar 2024 |
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| Townsquare Capital | 117k | $7.3M | -75% | Mar 2024 |
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| Granite Bay Wealth Management | 17k | $1.0M | -99% | Mar 2024 |
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| AE Wealth Management | 16k | $1.0M | -98% | Mar 2024 |
|
| Tradewinds Capital Management | 16k | $964k | -97% | Mar 2024 |
|
| Brown Wealth Management | 4.4k | $276k | -99% | Mar 2024 |
|
Who sold out of Schwab Strategic Tr us lrg cap etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlueSky Wealth Advisors | Dec 2023 | 2.0M | $110M |
| Scarborough Advisors | Dec 2023 | 1.6M | $91M |
| Advanced Asset Management Advisors | Dec 2023 | 563k | $32M |
| Huntington Asset Advisors | Dec 2023 | 387k | $22M |