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 |
|---|---|---|---|---|---|
| Rakuten Investment Management | 42M | $1.1B | 100% | Sep 2025 |
|
| LPL Financial | 36M | $991M | -7% | Sep 2025 |
|
| Cetera Investment Advisers | 35M | $956M | 393% | Sep 2025 |
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| Sumitomo Life Insurance | 31M | $848M | 100% | Sep 2025 |
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| H D Vest Advisory Services | 28M | $754M | 3% | Jun 2025 |
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| Sontag Advisory | 28M | $772M | -2% | Sep 2025 |
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| Morgan Stanley | 28M | $748M | 100% | Jun 2025 |
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| Envestnet Asset Management | 18M | $492M | -6% | Sep 2025 |
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| Raymond James Financial | 16M | $448M | -6% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 16M | $425M | -9% | Sep 2025 |
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| UBS Group | 15M | $397M | -7% | Sep 2025 |
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| Wealthfront Advisers | 13M | $360M | -2% | Sep 2025 |
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| Commonwealth Equity Services | 12M | $325M | -1% | Sep 2025 |
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| Advisor Group Holdings | 12M | $324M | 5% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 12M | $316M | -4% | Sep 2025 |
|
| Honkamp Krueger Financial Services | 9.7M | $266M | 3% | Sep 2025 |
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| Wells Fargo & Company | 9.7M | $264M | -5% | Sep 2025 |
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| Ameriprise Financial | 9.3M | $254M | -37% | Sep 2025 |
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| Royal Bank of Canada | 7.7M | $210M | -15% | Sep 2025 |
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| Mariner Wealth Advisors | 7.3M | $198M | -7% | Sep 2025 |
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| Cambridge Investment Research Advisors | 6.9M | $188M | 1% | Sep 2025 |
|
| HPM Partners | 6.6M | $180M | 18% | Sep 2025 |
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| Keystone Financial Planning | 6.2M | $168M | -3% | Sep 2025 |
|
| Cassaday & Co Wealth Management | 6.1M | $166M | 3% | Sep 2025 |
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| Mml Investors Services | 6.0M | $163M | -2% | Sep 2025 |
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| HighTower Advisors | 5.7M | $155M | 1% | Sep 2025 |
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| CWM | 5.4M | $147M | -4% | Sep 2025 |
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| CIBC World Markets | 5.3M | $146M | 83% | Sep 2025 |
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| HHM Wealth Advisors | 5.1M | $139M | -2% | Sep 2025 |
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| Cresset Asset Management | 4.9M | $133M | -32% | Sep 2025 |
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| Jpmorgan Chase & Co | 4.6M | $126M | -17% | Sep 2025 |
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| Creative Planning | 4.4M | $120M | 1% | Sep 2025 |
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| Baird Financial | 3.8M | $105M | -17% | Sep 2025 |
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| Branch Banking & Trust Company | 3.8M | $105M | 2% | Sep 2025 |
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| Keybank National Association | 3.7M | $100M | -4% | Sep 2025 |
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| Kestra Advisory Services | 3.4M | $94M | 29% | Sep 2025 |
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| Focus Financial Network | 3.2M | $87M | -1% | Sep 2025 |
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| Bouchey Financial | 3.1M | $85M | 2% | Sep 2025 |
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| Berger Financial Group | 3.1M | $84M | 1% | Sep 2025 |
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| Cullen Frost Bankers | 3.0M | $81M | -25% | Sep 2025 |
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| Susquehanna International | 2.9M | $79M | 7% | Sep 2025 |
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| Jones Financial Companies, L.L | 2.9M | $78M | 14% | Sep 2025 |
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| ValMark Advisers | 2.8M | $76M | 3% | Sep 2025 |
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| Fifth Third Bancorp | 2.8M | $75M | -8% | Sep 2025 |
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| Asset Advisors Investment Management | 2.6M | $72M | -3% | Sep 2025 |
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| LVW Advisors | 2.4M | $64M | -29% | Sep 2025 |
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| Hanson McClain Advisors | 2.3M | $62M | 4% | Sep 2025 |
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| Mirae Asset Global Investments | 2.2M | $61M | -29% | Sep 2025 |
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| Stifel Financial | 2.2M | $61M | -1% | Sep 2025 |
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| MAI Wealth Advisors | 2.2M | $60M | 1% | Sep 2025 |
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| D.A. Davidson & Co. | 2.2M | $60M | 4% | Sep 2025 |
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| CVA Family Office | 2.2M | $59M | -6% | Sep 2025 |
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| Steward Partners Investment Advisory | 2.0M | $56M | -1% | Sep 2025 |
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| Charles Schwab Trust Bank | 2.0M | $55M | -44% | Sep 2025 |
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| Summit Financial Wealth Advisors | 2.0M | $55M | 8% | Sep 2025 |
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| Howard Financial Services | 2.0M | $54M | -2% | Sep 2025 |
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| Summit Asset Management | 2.0M | $54M | 0% | Sep 2025 |
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| Golden Reserve Retirement | 2.0M | $54M | 18% | Sep 2025 |
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| Victory Financial Group | 1.9M | $53M | 7% | Sep 2025 |
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| Harbour Investments | 1.9M | $52M | 1% | Sep 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 1.9M | $52M | -1% | Sep 2025 |
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| Main Street Financial Solutions | 1.9M | $52M | 3% | Sep 2025 |
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| Scott Capital Advisors | 1.9M | $51M | 4% | Sep 2025 |
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| Spinnaker Investment Group | 1.8M | $50M | 14% | Sep 2025 |
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| Private Advisor | 1.8M | $50M | 0% | Sep 2025 |
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| Whelan Financial | 1.8M | $48M | 2% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 1.7M | $47M | 1% | Sep 2025 |
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| Allied Investment Advisors | 1.7M | $47M | 5% | Sep 2025 |
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| Captrust Financial Advisors | 1.7M | $46M | -9% | Sep 2025 |
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| Burkett Financial Services | 1.7M | $46M | 2% | Sep 2025 |
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| Beacon Pointe Advisors | 1.7M | $46M | 22% | Sep 2025 |
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| Warren Averett Asset Management | 1.7M | $46M | 5% | Sep 2025 |
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| Reliant Wealth Planning | 1.7M | $45M | 1% | Sep 2025 |
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| ESL Trust Services | 1.6M | $45M | -9% | Sep 2025 |
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| Sarver Vrooman Wealth Advisors | 1.6M | $45M | 0% | Sep 2025 |
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| CGC Financial Services | 1.6M | $44M | -29% | Sep 2025 |
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| Northwest Quadrant Wealth Management | 1.6M | $43M | 4% | Sep 2025 |
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| Advantus Capital Management | 1.6M | $43M | 0% | Sep 2025 |
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| Mercer Global Advisors | 1.6M | $43M | -4% | Sep 2025 |
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| Wealthcare Advisory Partners | 1.6M | $43M | 6% | Sep 2025 |
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| Equitable Holdings | 1.5M | $42M | -19% | Sep 2025 |
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| Colony | 1.5M | $42M | 1% | Sep 2025 |
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| Apexium Financial | 1.5M | $42M | 4% | Sep 2025 |
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| HB Wealth Management | 1.5M | $41M | 4% | Sep 2025 |
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| Gail Mannix | 1.5M | $40M | -3% | Sep 2025 |
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| Retirement Network | 1.5M | $40M | 3% | Sep 2025 |
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| Cedar Wealth Management | 1.4M | $40M | 12% | Sep 2025 |
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| Evergreen Advisors | 1.4M | $38M | 0% | Jun 2025 |
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| American Financial Advisors | 1.4M | $38M | 29% | Sep 2025 |
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| Aptus Capital Advisors | 1.4M | $38M | -41% | Sep 2025 |
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| Noble Family Wealth | 1.4M | $37M | 6% | Sep 2025 |
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| Planning Directions | 1.4M | $37M | 4% | Sep 2025 |
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| Rsm Us Wealth Management | 1.4M | $37M | 2% | Sep 2025 |
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| Buckingham Strategic Partners | 1.3M | $36M | 4% | Sep 2025 |
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| Stephens | 1.3M | $36M | 0% | Sep 2025 |
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| NFP Retirement | 1.3M | $35M | 0% | Sep 2025 |
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| Citadel Advisors | 1.3M | $35M | 48% | Sep 2025 |
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| ForthRight Wealth Management | 1.3M | $34M | 4% | Sep 2025 |
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| Lodestar Private Asset Management | 1.2M | $34M | 5% | Sep 2025 |
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| CRA Financial Services | 1.2M | $33M | 1% | Sep 2025 |
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| William Blair $ Company | 1.2M | $33M | -19% | Sep 2025 |
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| David Vaughan Investments | 1.2M | $33M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 1.2M | $33M | 6% | Sep 2025 |
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| Curran Financial Partners | 1.2M | $33M | 10% | Sep 2025 |
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| Walker Financial Services | 1.2M | $32M | -22% | Sep 2025 |
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| Lido Advisors | 1.2M | $32M | 100% | Sep 2025 |
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| True Link Financial Advisors | 1.2M | $32M | 1% | Sep 2025 |
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| Steele Capital Management | 1.2M | $32M | -4% | Sep 2025 |
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| Keudell/Morrison Wealth Management | 1.2M | $31M | 37% | Jun 2025 |
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| Capital Fund Management | 1.1M | $31M | 40% | Sep 2025 |
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| Twin Tree Management | 1.1M | $31M | 28% | Sep 2025 |
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| First Command Advisory Services | 1.1M | $30M | 8% | Sep 2025 |
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| Ausdal Financial Partners | 1.1M | $30M | -3% | Sep 2025 |
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| LLBH Private Wealth Management | 1.1M | $29M | 3% | Sep 2025 |
|
| Albion Financial Group | 1.0M | $28M | 17% | Sep 2025 |
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| Souders Financial Advisors | 1.0M | $28M | 6% | Sep 2025 |
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| Kuehl Shepherd Kozlowski & Associates | 1.0M | $28M | 2% | Sep 2025 |
|
| Aspire Capital Advisors | 1.0M | $28M | 15% | Sep 2025 |
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| Intergy Private Wealth | 1.0M | $28M | 3% | Sep 2025 |
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| Central Trust & Investment | 1.0M | $28M | -3% | Sep 2025 |
|
| Whitaker-Myers Wealth Managers | 1.0M | $28M | 7% | Sep 2025 |
|
| Stratos Wealth Partners | 1.0M | $28M | 4% | Sep 2025 |
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| Regal Investment Advisors | 1.0M | $27M | 1% | Sep 2025 |
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| eCIO | 980k | $27M | 11% | Sep 2025 |
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| Goldman Sachs Group | 958k | $26M | 62% | Sep 2025 |
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| AdvisorNet Financial | 955k | $26M | -3% | Sep 2025 |
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| Wealth Management Resources | 951k | $26M | 1% | Sep 2025 |
|
| Great Valley Advisor Group | 949k | $26M | 7% | Sep 2025 |
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| Goss Wealth Management | 941k | $26M | 12% | Sep 2025 |
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| Presidio Capital Management | 929k | $25M | 0% | Sep 2025 |
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| Eagle Capital Management | 922k | $25M | 3% | Sep 2025 |
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| Newman Dignan & Sheerar | 922k | $25M | 2% | Sep 2025 |
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| Nadler Financial | 917k | $25M | -12% | Sep 2025 |
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| Rocky Mountain Advisers | 910k | $25M | -2% | Sep 2025 |
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| Financial Insights | 909k | $24M | -2% | Jun 2025 |
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| Pathstone Holdings | 908k | $25M | -6% | Sep 2025 |
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| Thrivent Financial for Lutherans | 907k | $25M | 115% | Sep 2025 |
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| Kohmann Bosshard Financial Services | 895k | $24M | -18% | Sep 2025 |
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| Capital Advantage | 868k | $24M | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 864k | $24M | 4% | Sep 2025 |
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| Wolverine Trading | 848k | $23M | 100% | Sep 2025 |
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| McCarthy Asset Management | 843k | $23M | 0% | Sep 2025 |
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| Jane Street | 841k | $23M | 447% | Sep 2025 |
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| Merit Financial Group | 831k | $23M | -14% | Sep 2025 |
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| CI Private Wealth | 828k | $23M | -1% | Sep 2025 |
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| Prosperity Consulting Group | 826k | $23M | -30% | Sep 2025 |
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| Silver Coast Investments | 824k | $23M | -14% | Sep 2025 |
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| Sigma Planning | 814k | $22M | -9% | Sep 2025 |
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| LongView Wealth Management | 810k | $22M | -1% | Sep 2025 |
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| Joule Financial | 804k | $22M | 5% | Sep 2025 |
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| Td Private Client Wealth | 798k | $22M | -21% | Sep 2025 |
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| Brady Martz Wealth Solutions | 791k | $22M | -6% | Sep 2025 |
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| Tradition Wealth Management | 788k | $22M | -3% | Sep 2025 |
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| IFP Advisors | 778k | $21M | -4% | Sep 2025 |
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| Richardson Capital Management | 776k | $21M | -52% | Sep 2025 |
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| Park Avenue Securities | 766k | $21M | -11% | Sep 2025 |
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| RMB Capital Management | 761k | $21M | -6% | Sep 2025 |
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| Principle Wealth Partners | 719k | $20M | -24% | Sep 2025 |
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| Ameritas Advisory Services | 713k | $20M | -39% | Sep 2025 |
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| RFG Advisory | 705k | $19M | -19% | Sep 2025 |
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| Venture Visionary Partners | 693k | $19M | -46% | Sep 2025 |
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| Equitable Trust | 691k | $19M | -24% | Sep 2025 |
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| TrueNorth | 624k | $17M | -79% | Sep 2025 |
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| Bank of New York Mellon | 606k | $17M | -48% | Sep 2025 |
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| Hengehold Capital Management | 593k | $16M | -38% | Sep 2025 |
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| Atria Wealth Solutions | 557k | $15M | -59% | Jun 2025 |
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| Adamsbrown Wealth Consultants | 484k | $13M | -57% | Sep 2025 |
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| Sunburst Financial Group | 469k | $13M | -66% | Sep 2025 |
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| Founders Financial Securities | 406k | $11M | -59% | Sep 2025 |
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| Horizon Investments | 355k | $9.7M | -61% | Sep 2025 |
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| Hudock Moyer Wealth Resources | 352k | $9.6M | -65% | Sep 2025 |
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| Diversified Enterprises | 338k | $9.2M | -93% | Sep 2025 |
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| RMG Wealth Management | 282k | $7.6M | -94% | Sep 2025 |
|
| McMahon Financial Advisors | 34k | $934k | -97% | Sep 2025 |
|
| Leo Wealth | 30k | $819k | -96% | Sep 2025 |
|
| DDD Partners | 28k | $768k | -98% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr us dividend eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Summit Wealth Group Llc / Co | Jun 2025 | 835k | $22M |
| Fayez Sarofim & Co | Jun 2025 | 820k | $22M |