Who owns SCHWAB STRATEGIC TR?
- Ticker: SCMB
- CUSIP Number: 808524649
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Analyze quarterly positions in Schwab Strategic Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SCHWAB STRATEGIC TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Charles Schwab Investment Management | 638k | $33M | 8% | Mar 2024 |
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Charles Schwab Trust | 277k | $14M | 122% | Mar 2024 |
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Wedmont Private Capital | 247k | $13M | 0% | Mar 2024 |
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Pallas Capital Advisors | 141k | $7.3M | 12% | Mar 2024 |
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Beaird Harris Wealth Management | 120k | $6.3M | 0% | Mar 2024 |
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Bank of America Corporation | 116k | $6.0M | 7% | Mar 2024 |
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Myecfo | 87k | $4.5M | -6% | Mar 2024 |
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Garrett Investment Advisors | 86k | $4.5M | 100% | Mar 2024 |
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Adviser Investments | 68k | $3.6M | 5% | Mar 2024 |
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O'rourke & Company | 45k | $2.3M | 4% | Mar 2024 |
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VanderPol Investments | 42k | $2.2M | 100% | Mar 2024 |
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Envestnet Asset Management | 33k | $1.7M | 14% | Mar 2024 |
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Bank of New York Mellon | 28k | $1.5M | 100% | Mar 2024 |
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Susquehanna International | 28k | $1.4M | 100% | Mar 2024 |
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TrinityPoint Wealth | 25k | $1.3M | 1% | Mar 2024 |
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Jane Street | 23k | $1.2M | -2% | Mar 2024 |
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Wealth Enhancement Advisory Services | 21k | $1.1M | 391% | Mar 2024 |
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Captrust Financial Advisors | 20k | $1.0M | -45% | Mar 2024 |
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AdvisorNet Financial | 17k | $879k | 6% | Mar 2024 |
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Berger Financial Group | 13k | $649k | 100% | Mar 2024 |
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Balboa Wealth Partners | 11k | $555k | 1% | Mar 2024 |
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Columbus Macro | 10k | $530k | -1% | Mar 2024 |
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Altiora Financial Group | 10k | $521k | 100% | Mar 2024 |
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Sequoia Financial Advisors | 8.7k | $453k | -55% | Mar 2024 |
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National Asset Management | 8.2k | $430k | 79% | Dec 2023 |
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Creative Financial Designs | 8.0k | $417k | 39% | Mar 2024 |
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Gleason Group | 7.5k | $391k | 0% | Mar 2024 |
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Kades & Cheifetz | 6.9k | $359k | 1% | Mar 2024 |
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VCI Wealth Management | 6.8k | $354k | -5% | Mar 2024 |
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Galvin, Gaustad & Stein | 6.7k | $351k | 0% | Mar 2024 |
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Mariner Wealth Advisors | 6.5k | $338k | 0% | Mar 2024 |
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Paul Damon & Associates | 6.0k | $314k | 100% | Mar 2024 |
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FF Advisors | 5.6k | $289k | -9% | Mar 2024 |
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Kestra Advisory Services | 5.4k | $286k | 100% | Dec 2023 |
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Thrivent Financial for Lutherans | 4.9k | $255k | 100% | Mar 2024 |
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Advisor Group Holdings | 4.7k | $245k | 17% | Mar 2024 |
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Jpmorgan Chase & Co | 4.1k | $213k | 103% | Mar 2024 |
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Emerald Investment Partners | 2.9k | $149k | 100% | Mar 2024 |
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Element Wealth | 2.2k | $117k | 0% | Mar 2024 |
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CVA Family Office | 1.2k | $64k | 100% | Dec 2023 |
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Capital Analysts | 438.00 | $23k | 100% | Mar 2024 |
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EPG Wealth Management | 375.00 | $20k | 0% | Dec 2023 |
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Continuum Advisory | 300.00 | $16k | 100% | Mar 2024 |
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Aptus Capital Advisors | 205.00 | $11k | 100% | Mar 2024 |
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Retirement Group | 141.00 | $7.3k | 100% | Mar 2024 |
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Capital Investment Advisory Services | 125.00 | $6.5k | 100% | Mar 2024 |
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Pflug Koory | 6.00 | $312.000000 | 100% | Mar 2024 |
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Who sold out of Schwab Strategic Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Carl Stuart Investment Advisor | Dec 2023 | 40k | $2.1M |
SageView Advisory Group | Dec 2023 | 34k | $1.8M |
Lindenwold Advisors | Dec 2023 | 28k | $1.5M |
AE Wealth Management | Dec 2023 | 9.1k | $473k |
Nwam | Dec 2023 | 4.4k | $232k |
Streettalk Advisors | Dec 2023 | 4.1k | $215k |
Miracle Mile Advisors | Dec 2023 | 3.8k | $201k |
Farther Finance Advisors | Dec 2023 | 1.6k | $84k |
VitalStone Financial | Dec 2023 | 1.2k | $62k |
IFP Advisors | Sep 2023 | 500.00 | $25k |
Advisory Services Network | Dec 2023 | 205.00 | $11k |