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%0.00%0.01%Q4 2019Q3 202316
ROYAL BANK OF CANADA 15150.00%0.00%0.00%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.01%0.03%0.04%Q1 2020Q3 202315
Kingsview Wealth Management, LLC 860.02%0.04%0.06%Q1 2020Q3 202314
BANK OF AMERICA CORP /DE/ 14140.00%0.00%0.00%Q2 2020Q3 202314
Financial Architects, Inc 1040.03%0.60%0.78%Q4 2019Q2 202314
Charles Schwab Trust Co 14140.14%0.25%0.36%Q2 2020Q3 202314
JANE STREET GROUP, LLC 950.00%0.00%0.01%Q4 2019Q3 202314
Cambridge Investment Research Advisors, Inc. 1210.00%0.01%0.02%Q2 2020Q3 202313
MORGAN STANLEY 13130.00%0.00%0.00%Q3 2020Q3 202313
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13130.30%0.72%0.90%Q3 2020Q3 202313
IFP Advisors, Inc 13130.00%0.00%0.01%Q3 2020Q3 202313
Ancora Advisors LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Citadel Advisors 620.00%0.00%0.00%Q4 2019Q1 202312
CAPTRUST FINANCIAL ADVISORS 11110.00%0.00%0.01%Q1 2021Q3 202311
ARBOR TRUST WEALTH ADVISORS, LLC 11110.14%0.20%0.30%Q1 2020Q3 202211
KING LUTHER CAPITAL MANAGEMENT CORP 11110.01%0.01%0.01%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
CLIENT 1ST ADVISORY GROUP, LLC 11110.69%3.72%8.42%Q1 2021Q3 202311
AdvisorNet Financial, Inc 11110.00%0.06%0.20%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.01%Q1 2021Q3 202311
B. Riley Wealth Advisors, Inc. 11110.07%0.09%0.12%Q1 2021Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.04%0.16%0.38%Q1 2021Q3 202311
Avior Wealth Management, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Integrated Wealth Concepts LLC 640.01%0.07%0.16%Q1 2021Q3 202310
Clearview Wealth Advisors LLC 10100.08%1.80%5.38%Q1 2021Q2 202310
UBS Group AG 910.00%0.00%0.00%Q3 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.05%0.09%Q1 2021Q3 202310
Charles Schwab Investment Advisory, Inc. 910.00%0.00%0.01%Q4 2019Q4 202210
Mutual Advisors, LLC 820.01%0.06%0.14%Q1 2021Q3 202310
VAN STRUM & TOWNE INC. 990.63%0.82%0.92%Q3 2021Q3 20239
Valmark Advisers, Inc. 810.00%0.02%0.02%Q4 2020Q3 20239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Belpointe Asset Management LLC 990.01%0.05%0.14%Q1 2021Q1 20239
CAHILL FINANCIAL ADVISORS INC 990.01%0.17%0.27%Q3 2021Q3 20239
Creative Planning 810.00%0.00%0.00%Q1 2021Q3 20239
HighTower Advisors, LLC 810.00%0.00%0.01%Q2 2020Q3 20239
MML INVESTORS SERVICES, LLC 990.00%0.02%0.07%Q1 2021Q1 20239
CENTAURUS FINANCIAL, INC. 990.01%0.11%0.27%Q1 2021Q1 20239
Midwest Heritage Bank, FSB 880.15%0.67%1.93%Q4 2021Q3 20238
Strategic Blueprint, LLC 880.07%0.18%0.39%Q1 2021Q4 20228
TAP Consulting, LLC 880.60%1.95%2.53%Q4 2021Q3 20238
TNF LLC 880.10%0.53%1.68%Q3 2021Q2 20238
Range Financial Group LLC 880.35%0.59%0.83%Q1 2021Q4 20228
FLC Capital Advisors 770.84%1.81%2.66%Q1 2021Q3 20227
Kaizen Financial Strategies 611.81%3.02%3.59%Q1 2021Q4 20227
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.02%0.05%Q1 2021Q3 20227
Roundview Capital LLC 770.06%0.14%0.31%Q1 2022Q3 20237
M&R CAPITAL MANAGEMENT INC 770.00%0.00%0.01%Q2 2022Q4 20237
Financial Strategies Group, Inc. 770.15%0.23%0.33%Q1 2022Q3 20237
Copperleaf Capital, LLC 772.20%5.71%6.86%Q1 2021Q3 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.08%0.12%0.16%Q1 2021Q4 20227
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q2 2020Q2 20237
Kestra Advisory Services, LLC 770.00%0.00%0.01%Q1 2021Q3 20227
ATLAS CAPITAL ADVISORS LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Dynamic Advisor Solutions LLC 510.01%0.02%0.05%Q3 2021Q3 20236
Cetera Investment Advisers 660.01%0.01%0.01%Q2 2021Q3 20226
Cetera Advisors LLC 660.01%0.01%0.01%Q2 2021Q3 20226
AMERIPRISE FINANCIAL INC 420.00%0.00%0.00%Q3 2021Q3 20236
Quaker Wealth Management, LLC 660.10%0.10%0.11%Q2 2022Q3 20236
Columbus Macro, LLC 660.30%0.44%0.68%Q4 2021Q1 20236
Red Cedar Capital, LLC 660.07%0.07%0.08%Q3 2021Q4 20226
AE Wealth Management LLC 660.00%0.05%0.10%Q1 2021Q2 20226
Patriot Financial Group Insurance Agency, LLC 660.04%0.28%0.49%Q1 2021Q2 20226
CWM, LLC 330.00%0.00%0.00%Q4 2021Q3 20236
OLD MISSION CAPITAL LLC 420.01%0.04%0.06%Q3 2021Q1 20236
Bogart Wealth, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Teamwork Financial Advisors, LLC 660.06%0.23%0.39%Q1 2021Q2 20226
Horst & Graben Wealth Management LLC 510.07%2.79%4.99%Q1 2021Q4 20226
WASHBURN CAPITAL MANAGEMENT, INC. 551.18%1.73%2.27%Q1 2020Q1 20215
Rosenberg Matthew Hamilton 550.88%1.09%1.26%Q3 2022Q3 20235
Mayflower Financial Advisors, LLC 550.03%0.03%0.05%Q3 2021Q3 20225
Zullo Investment Group, Inc. 550.02%0.04%0.05%Q4 2021Q4 20225
Aptus Capital Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Baldrige Asset Management LLC 550.65%1.99%2.92%Q1 2022Q1 20235
Strategic Asset Management, LLC 550.01%0.27%0.53%Q3 2021Q3 20225
55I, LLC 550.01%1.12%1.84%Q1 2021Q1 20225
One Wealth Advisors, LLC 410.02%1.40%2.02%Q1 2021Q4 20225
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.01%0.01%0.01%Q2 2020Q2 20215
Physician Wealth Advisors, Inc. 551.01%1.60%2.64%Q4 2020Q4 20215
Clear Perspectives Financial Planning, LLC 550.04%0.16%0.23%Q1 2021Q1 20225
Parallel Advisors, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Stratos Wealth Advisors, LLC 550.02%0.26%0.45%Q1 2021Q1 20225
BlackRock Inc. 310.00%0.00%0.00%Q3 2021Q3 20235
Compass Financial Group, INC/SD 550.08%0.15%0.24%Q4 2022Q4 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
GUARDIAN WEALTH ADVISORS, LLC / NC 550.00%0.01%0.01%Q3 2022Q3 20235
WBI INVESTMENTS, LLC 440.06%0.07%0.09%Q2 2021Q1 20224
Fortis Advisors, LLC 440.02%0.03%0.05%Q1 2021Q4 20214
NEXT Financial Group, Inc 440.01%0.02%0.02%Q1 2021Q4 20214
WealthPLAN Partners, LLC 440.02%0.04%0.05%Q4 2020Q3 20214
Capital Asset Advisory Services LLC 440.04%0.04%0.05%Q4 2022Q3 20234
BAKER TILLY WEALTH MANAGEMENT, LLC 440.04%0.14%0.23%Q1 2021Q4 20214
Ausdal Financial Partners, Inc. 440.04%0.06%0.08%Q1 2021Q4 20214
WEALTHSOURCE PARTNERS, LLC 440.05%0.08%0.10%Q1 2021Q4 20214
GPM Growth Investors, Inc. 441.73%1.93%2.04%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Pinnacle Family Advisors, LLC 440.23%0.36%0.45%Q1 2021Q4 20214
VIVID FINANCIAL MANAGEMENT, INC. 441.48%2.77%3.69%Q1 2021Q4 20214
Lodestone Wealth Management LLC 440.25%0.27%0.29%Q4 2022Q3 20234
Austin Private Wealth, LLC 440.80%1.40%1.88%Q1 2021Q4 20214
Kades & Cheifetz LLC 441.43%1.86%2.29%Q4 2022Q3 20234
Crescent Sterling, Ltd. 440.33%0.36%0.40%Q4 2022Q3 20234
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 440.05%0.14%0.17%Q4 2021Q3 20224
Cooper Financial Group 440.18%2.74%4.09%Q1 2021Q4 20214
FIRST NATIONAL CORP /MA/ /ADV 440.22%0.36%0.58%Q4 2021Q3 20224
CoreCap Advisors, LLC 310.01%0.02%0.04%Q4 2021Q4 20224
Spectrum Planning & Advisory Services Inc. 442.84%4.71%5.82%Q1 2021Q4 20214
Savior LLC 440.00%0.09%0.13%Q1 2021Q4 20214
TRANSCEND CAPITAL ADVISORS, LLC 440.05%0.08%0.12%Q1 2021Q4 20214
WESTERN FINANCIAL Corp 440.39%0.53%0.62%Q1 2021Q4 20214
Costello Asset Management, INC 440.16%0.17%0.20%Q1 2021Q4 20214
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.02%0.04%Q1 2022Q4 20224
Jackson Creek Investment Advisors LLC 440.46%0.48%0.50%Q4 2022Q3 20234
HM PAYSON & CO 440.07%0.08%0.08%Q4 2022Q3 20234
PFG Advisors 310.04%0.14%0.21%Q2 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Worth Asset Management, LLC 440.24%0.28%0.31%Q4 2022Q3 20234
Essex LLC 440.27%0.28%0.30%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 440.03%0.07%0.12%Q2 2022Q1 20234
Prospera Financial Services Inc 330.00%0.01%0.01%Q4 2021Q2 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Cascadia Advisory Services, LLC 330.17%0.23%0.27%Q1 2021Q3 20213
Raymond James Financial Services Advisors, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
CFS Investment Advisory Services, LLC 330.01%0.52%1.49%Q3 2021Q1 20223
LifeSteps Financial, Inc. 330.39%0.45%0.49%Q1 2022Q3 20223
Stokes Family Office, LLC 330.03%0.04%0.05%Q2 2021Q4 20213
FLOW TRADERS U.S. LLC 210.06%0.09%0.13%Q4 2019Q4 20203
Cetera Advisor Networks LLC 330.00%0.00%0.00%Q4 2022Q2 20233
FMR LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Capital CS Group, LLC 330.19%0.21%0.24%Q2 2021Q4 20213
FIRETHORN WEALTH PARTNERS, LLC 210.63%0.96%1.26%Q1 2021Q4 20213
Beacon Financial Advisory LLC 330.20%0.30%0.45%Q2 2021Q4 20213
Cape Investment Advisory, Inc. 330.09%0.10%0.11%Q1 2023Q3 20233
RFP Financial Group LLC 330.00%1.30%3.81%Q4 2022Q2 20233
SMITHBRIDGE ASSET MANAGEMENT INC/DE 330.14%0.17%0.19%Q4 2020Q2 20213
TCWP LLC 330.05%0.53%1.44%Q4 2021Q2 20223
Vision Capital Management, Inc. 330.07%0.10%0.14%Q4 2021Q2 20223
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Truadvice, LLC 330.35%0.54%0.76%Q4 2020Q2 20213
Insight Wealth Strategies, LLC 330.12%0.15%0.16%Q1 2021Q3 20213
Leelyn Smith, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Realta Investment Advisors 210.01%0.01%0.01%Q3 2022Q2 20233
Financial Advocates Investment Management 220.03%0.04%0.04%Q4 2021Q1 20222
Bell Investment Advisors, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
NWAM LLC 220.09%0.09%0.09%Q1 2021Q2 20212
Aspire Wealth Management Corp 220.00%0.00%0.00%Q4 2021Q1 20222
Pinnacle Private Wealth, LLC 220.27%0.30%0.33%Q1 2022Q2 20222
Ameritas Advisory Services, LLC 220.06%0.11%0.15%Q4 2021Q1 20222
AVANTAX ADVISORY SERVICES, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Global Retirement Partners, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
TimeScale Financial, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
Kovitz Investment Group Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Blume Capital Management, Inc. 220.00%0.18%0.35%Q3 2022Q4 20222
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Merit Financial Group, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Mirador Capital Partners LP 220.11%0.12%0.13%Q4 2020Q1 20212
Professional Financial Advisors, LLC 220.02%0.02%0.03%Q4 2021Q1 20222
LPL Financial LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20212
IHT Wealth Management, LLC 220.01%0.01%0.02%Q3 2022Q4 20222
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Better Money Decisions, LLC 110.01%0.01%0.01%Q3 2021Q2 20222
Sowell Financial Services LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Hudock, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Curi Wealth Management, LLC 220.03%0.03%0.04%Q3 2022Q4 20222
Modera Wealth Management, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2020Q4 20212
FIDELIS iM, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
PROFFITT & GOODSON INC 110.02%0.02%0.02%Q2 2020Q2 20201
West Wealth Group, LLC 113.51%3.51%3.51%Q4 2021Q4 20211
SUTTON PLACE INVESTORS LLC 110.74%0.74%0.74%Q4 2021Q4 20211
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Shore Point Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Security Financial Services, INC. 111.19%1.19%1.19%Q4 2021Q4 20211
Renaissance Technologies 110.00%0.00%0.00%Q4 2021Q4 20211
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
tru Independence LLC 111.34%1.34%1.34%Q3 2020Q3 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Stratos Investment Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
Apeiron RIA LLC 110.52%0.52%0.52%Q4 2021Q4 20211
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Ameritas Investment Company, LLC 110.36%0.36%0.36%Q3 2021Q3 20211
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2020Q2 20201
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FFG RETIREMENT ADVISORS LLC 110.56%0.56%0.56%Q4 2022Q4 20221
HBW ADVISORY SERVICES LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q1 2023Q1 20231
InterOcean Capital, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OmniStar Financial Group, Inc. 110.23%0.23%0.23%Q4 2021Q4 20211
AlphaStar Capital Management, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Avidian Wealth Solutions, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
Barrett Asset Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Gradient Investments LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Marshall Financial Group LLC 110.12%0.12%0.12%Q4 2021Q4 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2022Q2 20221
RDA Financial Network 110.09%0.09%0.09%Q1 2022Q1 20221
GREENUP STREET WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Family Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CCG WEALTH MANAGEMENT, LLC 112.77%2.77%2.77%Q3 2021Q3 20211
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
G2 CAPITAL MANAGEMENT, LLC / OH 110.65%0.65%0.65%Q4 2021Q4 20211
Northstar Advisory Group, LLC 114.49%4.49%4.49%Q3 2021Q3 20211
External links

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