SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16160.00%0.02%0.13%Q4 2019Q3 202316
JANE STREET GROUP, LLC 1140.00%0.00%0.01%Q4 2019Q3 202315
Citadel Advisors 770.00%0.00%0.00%Q4 2019Q2 202314
Charles Schwab Trust Co 13130.08%0.31%0.78%Q3 2020Q3 202313
SeaCrest Wealth Management, LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
Clear Creek Financial Management, LLC 1010.47%0.56%0.69%Q4 2020Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
Northwest Capital Management Inc 990.16%3.20%5.21%Q3 2021Q3 20239
Charles Schwab Investment Advisory, Inc. 810.00%0.00%0.00%Q4 2019Q3 20229
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 540.00%0.01%0.01%Q1 2020Q3 20239
FLOW TRADERS U.S. LLC 330.00%0.05%0.12%Q4 2020Q2 20239
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 990.05%0.08%0.20%Q1 2020Q1 20229
BANK OF AMERICA CORP /DE/ 630.00%0.00%0.01%Q2 2021Q3 20239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2021Q3 20238
MORGAN STANLEY 710.00%0.00%0.00%Q3 2020Q3 20238
UBS Group AG 510.00%0.00%0.00%Q3 2020Q3 20227
IMC-Chicago, LLC 310.00%0.00%0.01%Q4 2020Q1 20237
Horizons Wealth Management 770.02%0.02%0.03%Q2 2022Q4 20237
Stokes Family Office, LLC 660.47%0.63%0.95%Q2 2022Q3 20236
ROYAL BANK OF CANADA 510.00%0.00%0.00%Q1 2022Q3 20236
AVALON CAPITAL MANAGEMENT 420.34%4.93%12.76%Q1 2022Q3 20236
Kaizen Financial Strategies 551.30%1.88%2.29%Q3 2022Q3 20235
TOTAL INVESTMENT MANAGEMENT INC 444.13%7.15%11.02%Q4 2022Q3 20234
SevenOneSeven Capital Management 444.26%6.44%8.92%Q4 2022Q3 20234
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q3 2020Q2 20214
NewEdge Advisors, LLC 440.00%0.00%0.02%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 310.05%0.18%0.50%Q3 2022Q3 20234
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 440.01%0.01%0.02%Q3 2022Q2 20234
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q4 20214
Faithward Advisors, LLC 444.10%6.36%8.56%Q4 2022Q3 20234
Covenant Multifamily Offices, LLC 330.06%0.06%0.06%Q1 2021Q3 20213
Barden Capital Management, Inc. 331.13%1.22%1.37%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
Belpointe Asset Management LLC 330.04%0.07%0.09%Q1 2023Q3 20233
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q4 2021Q3 20223
Cardan Capital Partners, LLC 110.51%0.82%1.00%Q1 2020Q3 20213
VAN STRUM & TOWNE INC. 330.11%0.30%0.42%Q1 2023Q3 20233
Galvin, Gaustad & Stein, LLC 330.04%0.13%0.18%Q1 2023Q3 20233
ENVESTNET ASSET MANAGEMENT INC 210.00%0.01%0.01%Q1 2021Q3 20233
Tri-Star Advisors Inc. 330.22%0.24%0.28%Q2 2022Q4 20223
DOCK STREET ASSET MANAGEMENT INC 220.11%0.12%0.14%Q4 2020Q1 20212
Tidal Investments LLC 220.30%0.34%0.38%Q1 2021Q2 20212
Cetera Investment Advisers 220.01%0.01%0.01%Q2 2023Q3 20232
Mutual Advisors, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q4 2020Q1 20212
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2020Q2 20232
WBH ADVISORY INC 220.18%0.19%0.20%Q2 2023Q3 20232
Intelligence Driven Advisers, LLC 220.09%0.11%0.12%Q2 2022Q3 20222
MGO ONE SEVEN LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Stratos Wealth Advisors, LLC 220.11%0.12%0.13%Q2 2023Q3 20232
FMR LLC 110.00%0.00%0.00%Q4 2022Q3 20232
CWM, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Patriot Financial Group Insurance Agency, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Family Asset Management, LLC 220.74%0.75%0.76%Q2 2023Q3 20232
Raymond James Financial Services Advisors, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Roger Wittlin Investment Advisory, LLC 220.16%0.17%0.18%Q1 2023Q2 20232
PARK AVENUE SECURITIES LLC 220.02%0.02%0.02%Q2 2023Q3 20232
TrinityPoint Wealth, LLC 220.42%0.45%0.48%Q3 2020Q4 20202
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2023Q3 20232
BlackRock Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Northern Capital Management, Inc. 223.37%3.87%4.37%Q1 2023Q2 20232
Bogart Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MML INVESTORS SERVICES, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Claro Advisors LLC 220.12%0.14%0.15%Q2 2023Q3 20232
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.01%0.01%0.01%Q4 2019Q4 20191
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Cambridge Investment Research Advisors, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Avior Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Acorn Wealth Advisors, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Fortis Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Worth Asset Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2021Q1 20211
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Beacon Bridge Wealth Partners, LLC 111.23%1.23%1.23%Q3 2023Q3 20231
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMMONWEALTH EQUITY SERVICES, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
Carroll Financial Associates, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
SFMG, LLC 112.19%2.19%2.19%Q3 2023Q3 20231
Sowell Financial Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Hayek Kallen Investment Management 110.13%0.13%0.13%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2021Q1 20211
LGT Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Resurgent Financial Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2020Q2 20201
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NEXT Financial Group, Inc 110.02%0.02%0.02%Q1 2021Q1 20211
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Delta Investment Management, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Tortoise Investment Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
GREENUP STREET WEALTH MANAGEMENT LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Independence Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
External links

This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.