Who owns Schwab Strategic Tr us dividend eq?
- Ticker: SCHD
- CUSIP Number: 808524797
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr us dividend eq with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr us dividend eq stock
Who bought or sold Schwab Strategic Tr us dividend eq this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 14M | $1.0B | 48% | Dec 2023 |
|
| Charles Schwab Investment Advisory | 9.7M | $737M | 0% | Dec 2023 |
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| H D Vest Advisory Services | 7.5M | $569M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 5.7M | $461M | 12% | Mar 2024 |
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| Sontag Advisory | 5.2M | $396M | -4% | Dec 2023 |
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| Wealthfront Advisers | 5.1M | $413M | -3% | Mar 2024 |
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| UBS Group | 4.7M | $356M | -4% | Dec 2023 |
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| Royal Bank of Canada | 4.5M | $340M | 4% | Dec 2023 |
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| Advisor Group Holdings | 4.4M | $332M | -20% | Dec 2023 |
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| Orgel Wealth Management | 4.2M | $335M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 4.2M | $316M | -6% | Dec 2023 |
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| Wells Fargo & Company | 3.7M | $278M | 7% | Dec 2023 |
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| Jpmorgan Chase & Co | 3.6M | $277M | -16% | Dec 2023 |
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| Honkamp Krueger Financial Services | 3.6M | $272M | -2% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 3.4M | $272M | 5% | Mar 2024 |
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| Merit Financial Group | 3.1M | $235M | -2% | Dec 2023 |
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| Sumitomo Life Insurance | 3.0M | $228M | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 2.3M | $183M | 4% | Mar 2024 |
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| CI Private Wealth | 2.2M | $168M | 3% | Dec 2023 |
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| Mariner Wealth Advisors | 2.1M | $159M | -4% | Dec 2023 |
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| Raymond James & Associates | 1.9M | $156M | -4% | Mar 2024 |
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| HighTower Advisors | 1.7M | $127M | -11% | Dec 2023 |
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| Cassaday & Co Wealth Management | 1.6M | $124M | 2% | Dec 2023 |
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| Keystone Financial Planning | 1.5M | $123M | -8% | Mar 2024 |
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| Branch Banking & Trust Company | 1.4M | $105M | 0% | Dec 2023 |
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| Asset Advisors Investment Management | 1.3M | $100M | 1% | Dec 2023 |
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| Focus Financial Network | 1.3M | $96M | 100% | Dec 2023 |
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| Creative Planning | 1.3M | $96M | -7% | Dec 2023 |
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| Kestra Advisory Services | 1.3M | $95M | 8% | Dec 2023 |
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| CWM | 1.2M | $98M | -4% | Mar 2024 |
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| Fifth Third Bancorp | 1.2M | $95M | -5% | Mar 2024 |
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| Baird Financial | 1.2M | $89M | 25% | Dec 2023 |
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| Central Trust & Investment | 1.1M | $88M | -11% | Dec 2023 |
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| LVW Advisors | 1.1M | $92M | 9% | Mar 2024 |
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| HPM Partners | 1.1M | $86M | 10% | Dec 2023 |
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| Cullen Frost Bankers | 1.1M | $83M | 15% | Dec 2023 |
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| Fiduciary Trust Company | 1.1M | $80M | -12% | Dec 2023 |
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| D.A. Davidson & Co. | 1.0M | $79M | 3% | Dec 2023 |
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| Focus Financial Network | 1.0M | $77M | 100% | Mar 2024 |
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| Granite Bay Wealth Management | 1.0M | $73M | 1% | Dec 2023 |
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| Stifel Financial | 889k | $68M | -13% | Dec 2023 |
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| Bouchey Financial | 814k | $66M | 6% | Mar 2024 |
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| ValMark Advisers | 768k | $58M | 2% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 740k | $56M | 121% | Dec 2023 |
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| CVA Family Office | 730k | $56M | -6% | Dec 2023 |
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| Harbour Investments | 727k | $55M | 186% | Dec 2023 |
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| Berger Financial Group | 707k | $57M | 86% | Mar 2024 |
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| Marquette Asset Management | 695k | $53M | 26% | Dec 2023 |
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| CGC Financial Services | 680k | $55M | 11% | Mar 2024 |
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| Gail Mannix | 635k | $48M | -3% | Dec 2023 |
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| AE Wealth Management | 635k | $49M | 24% | Dec 2023 |
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| Private Advisor | 625k | $48M | -22% | Dec 2023 |
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| Citadel Advisors | 617k | $47M | 24% | Dec 2023 |
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| Howard Financial Services | 602k | $49M | -1% | Mar 2024 |
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| Ameritas Advisory Services | 573k | $44M | -33% | Dec 2023 |
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| Kohmann Bosshard Financial Services | 565k | $46M | -9% | Mar 2024 |
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| Summit Asset Management | 564k | $43M | 2% | Dec 2023 |
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| Reliant Wealth Planning | 543k | $41M | 9% | Dec 2023 |
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| Advantus Capital Management | 527k | $40M | 0% | Dec 2023 |
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| Whelan Financial | 525k | $42M | -1% | Mar 2024 |
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| Principle Wealth Partners | 524k | $42M | 13% | Mar 2024 |
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| Spinnaker Investment Group | 518k | $42M | 2% | Mar 2024 |
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| Legacy Financial Strategies | 514k | $41M | 3% | Mar 2024 |
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| HB Wealth Management | 513k | $39M | -3% | Dec 2023 |
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| Scott Capital Advisors | 511k | $41M | 3% | Mar 2024 |
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| American Trust | 495k | $38M | 6% | Dec 2023 |
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| Atria Wealth Solutions | 489k | $37M | -5% | Dec 2023 |
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| DDD Partners | 488k | $37M | 12162% | Dec 2023 |
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| Burkett Financial Services | 484k | $37M | 100% | Dec 2023 |
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| JJJ Advisors | 481k | $39M | -1% | Mar 2024 |
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| ESL Trust Services | 480k | $37M | 0% | Dec 2023 |
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| Soltis Investment Advisors | 477k | $36M | 8% | Dec 2023 |
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| JNBA Financial Advisors | 467k | $36M | -11% | Dec 2023 |
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| True Link Financial Advisors | 466k | $38M | 10% | Mar 2024 |
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| Beacon Pointe Advisors | 462k | $35M | -4% | Dec 2023 |
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| Dechtman Wealth Management | 461k | $37M | -18% | Mar 2024 |
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| Main Street Financial Solutions | 458k | $37M | 7% | Mar 2024 |
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| Wealthcare Advisory Partners | 444k | $36M | 3% | Mar 2024 |
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| Steele Capital Management | 438k | $35M | 5% | Mar 2024 |
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| Charles Schwab Investment Management | 437k | $33M | -1% | Dec 2023 |
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| Richardson Capital Management | 434k | $35M | 100% | Mar 2024 |
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| Adamsbrown Wealth Consultants | 428k | $33M | 3% | Dec 2023 |
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| Sunburst Financial Group | 427k | $34M | -5% | Mar 2024 |
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| Evergreen Advisors | 421k | $32M | 2% | Dec 2023 |
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| Founders Financial Securities | 418k | $34M | -13% | Mar 2024 |
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| WFA Asset Management Corp | 417k | $34M | -6% | Mar 2024 |
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| Steward Partners Investment Advisory | 405k | $31M | 65% | Dec 2023 |
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| Venture Visionary Partners | 400k | $31M | 9% | Dec 2023 |
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| Horizon Investments | 394k | $30M | 14% | Dec 2023 |
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| TruWealth Advisors | 389k | $31M | 2% | Mar 2024 |
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| Cornerstone Planning Group | 385k | $29M | 12% | Dec 2023 |
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| Axxcess Wealth Management | 385k | $29M | -20% | Dec 2023 |
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| Retirement Network | 375k | $29M | 4% | Dec 2023 |
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| Silver Coast Investments | 375k | $29M | 100% | Dec 2023 |
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| David Vaughan Investments | 369k | $28M | 7% | Dec 2023 |
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| Nadler Financial | 363k | $28M | -3% | Dec 2023 |
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| Hengehold Capital Management | 357k | $29M | 1% | Mar 2024 |
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| Northwest Quadrant Wealth Management | 354k | $29M | 6% | Mar 2024 |
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| Noble Family Wealth | 348k | $28M | 3% | Mar 2024 |
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| Lodestar Private Asset Management | 346k | $26M | -6% | Dec 2023 |
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| American Financial Advisors | 345k | $28M | 2% | Mar 2024 |
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| Hudock Moyer Wealth Resources | 344k | $26M | 5% | Dec 2023 |
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| Captrust Financial Advisors | 327k | $25M | -28% | Dec 2023 |
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| Ausdal Financial Partners | 327k | $26M | 7% | Mar 2024 |
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| Walker Financial Services | 324k | $26M | 9% | Mar 2024 |
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| CRA Financial Services | 324k | $26M | 8% | Mar 2024 |
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| Janney Montgomery Scott | 320k | $24M | -2% | Dec 2023 |
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| Tradition Wealth Management | 314k | $24M | -9% | Dec 2023 |
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| Apexium Financial | 310k | $25M | 8% | Mar 2024 |
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| Pathstone Holdings | 310k | $24M | 100% | Dec 2023 |
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| Planning Directions | 308k | $24M | 10% | Dec 2023 |
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| Pinnacle Wealth Management Advisory | 305k | $23M | -4% | Dec 2023 |
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| McCarthy Asset Management | 305k | $23M | 0% | Dec 2023 |
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| Aspire Capital Advisors | 303k | $23M | 1% | Dec 2023 |
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| Members Advisory Group | 302k | $23M | -2% | Dec 2023 |
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| RMB Capital Management | 298k | $23M | -5% | Dec 2023 |
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| Integrated Advisors Network | 297k | $23M | -8% | Dec 2023 |
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| Smart Money Group | 297k | $23M | -3% | Dec 2023 |
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| Colony | 297k | $23M | 100% | Dec 2023 |
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| Souders Financial Advisors | 296k | $23M | 4% | Dec 2023 |
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| Financial Insights | 293k | $22M | -2% | Dec 2023 |
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| Segment Wealth Management | 292k | $24M | -15% | Mar 2024 |
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| Koshinski Asset Management | 290k | $22M | -1% | Dec 2023 |
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| Wealth Management Resources | 290k | $23M | 5% | Mar 2024 |
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| Sweet Financial Partners | 288k | $23M | 8% | Mar 2024 |
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| AllGen Financial Advisors | 285k | $23M | 2% | Mar 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 285k | $22M | 3% | Dec 2023 |
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| ForthRight Wealth Management | 284k | $23M | 4% | Mar 2024 |
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| Eagle Capital Management | 280k | $23M | 4% | Mar 2024 |
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| BW Gestao de Investimentos | 280k | $21M | -11% | Dec 2023 |
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| Halpern Financial | 278k | $22M | -1% | Mar 2024 |
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| Intergy Private Wealth | 277k | $21M | 5% | Dec 2023 |
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| Rocky Mountain Advisers | 277k | $21M | 44% | Dec 2023 |
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| Mercer Global Advisors | 274k | $21M | 1% | Dec 2023 |
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| Financial Counselors | 271k | $21M | 126% | Dec 2023 |
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| Rezny Wealth Management | 267k | $22M | -3% | Mar 2024 |
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| Park Avenue Securities | 267k | $22M | 3% | Mar 2024 |
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| Financial Consulate | 257k | $21M | 1% | Mar 2024 |
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| Parallel Advisors | 255k | $19M | -79% | Dec 2023 |
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| Duncan Williams Asset Management | 253k | $20M | 100% | Mar 2024 |
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| Curran Financial Partners | 250k | $19M | 5% | Dec 2023 |
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| Wolverine Trading | 250k | $19M | 33% | Dec 2023 |
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| Capital Advantage | 248k | $19M | -5% | Dec 2023 |
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| Taylor, Cottrill, Erickson & Associates | 248k | $19M | 0% | Dec 2023 |
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| Clifford Group | 247k | $19M | 7% | Dec 2023 |
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| MAI Wealth Advisors | 246k | $19M | 35% | Dec 2023 |
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| TrinityPoint Wealth | 244k | $19M | 5% | Dec 2023 |
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| Manning & Napier Group | 239k | $19M | 10% | Mar 2024 |
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| Newman Dignan & Sheerar | 238k | $18M | 5% | Dec 2023 |
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| Olympus Wealth Management | 238k | $19M | -18% | Mar 2024 |
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| Financial Guidance Group | 235k | $18M | -3% | Dec 2023 |
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| Milestone Investment Advisors | 220k | $17M | -17% | Dec 2023 |
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| EP Wealth Advisors | 219k | $17M | -7% | Dec 2023 |
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| Mutual Advisors | 197k | $15M | -34% | Dec 2023 |
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| Global Retirement Partners | 195k | $16M | -39% | Mar 2024 |
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| RFG Advisory | 189k | $15M | -44% | Mar 2024 |
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| Certified Advisory Corp | 186k | $14M | -27% | Dec 2023 |
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| United Capital Financial Advisers | 167k | $13M | -50% | Dec 2023 |
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| Sigma Planning | 160k | $12M | -59% | Dec 2023 |
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| Kellett Schaffner Wealth Advisors | 119k | $9.0M | -71% | Dec 2023 |
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| Bp Wealth Management | 108k | $8.2M | -63% | Dec 2023 |
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| Pinkerton Retirement Specialists | 11k | $802k | -97% | Dec 2023 |
|
| Hennion & Walsh Asset Management | 8.8k | $711k | -96% | Mar 2024 |
|
| Davidson Capital Management | 321.00 | $24k | -100% | Dec 2023 |
|
Who sold out of Schwab Strategic Tr us dividend eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| James J. Burns & Company | Sep 2023 | 406k | $29M |