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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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 |
---|---|---|---|---|---|
LPL Financial | 12M | $975M | 3% | Sep 2024 |
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Morgan Stanley | 9.3M | $721M | 1% | Jun 2024 |
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Sumitomo Life Insurance | 8.9M | $756M | 0% | Sep 2024 |
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H D Vest Advisory Services | 8.3M | $643M | 6% | Jun 2024 |
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Bank of America Corporation | 7.4M | $627M | -2% | Sep 2024 |
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Envestnet Asset Management | 6.4M | $538M | 5% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 5.9M | $500M | 2% | Sep 2024 |
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Raymond James Financial Services Advisors | 5.9M | $498M | 1% | Sep 2024 |
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Sontag Advisory | 5.1M | $433M | 4% | Sep 2024 |
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Wealthfront Advisers | 4.8M | $409M | -2% | Sep 2024 |
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Commonwealth Equity Services | 4.3M | $362M | 7% | Sep 2024 |
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Orgel Wealth Management | 4.3M | $360M | 2% | Sep 2024 |
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Wells Fargo & Company | 3.9M | $332M | 0% | Sep 2024 |
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Honkamp Krueger Financial Services | 3.6M | $278M | -1% | Jun 2024 |
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Wealth Enhancement Advisory Services | 3.5M | $274M | 5% | Jun 2024 |
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Advisor Group Holdings | 3.3M | $276M | -22% | Sep 2024 |
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Royal Bank of Canada | 2.9M | $242M | 2% | Sep 2024 |
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Mariner Wealth Advisors | 2.3M | $196M | 6% | Sep 2024 |
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Cambridge Investment Research Advisors | 2.2M | $189M | 5% | Sep 2024 |
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Cetera Investment Advisers | 2.0M | $154M | -6% | Jun 2024 |
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Keystone Financial Planning | 1.9M | $157M | 5% | Sep 2024 |
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Cassaday & Co Wealth Management | 1.9M | $157M | 7% | Sep 2024 |
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Charles Schwab Trust Bank | 1.8M | $139M | -2% | Jun 2024 |
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Mml Investors Services | 1.7M | $146M | 6% | Sep 2024 |
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HighTower Advisors | 1.6M | $127M | -1% | Jun 2024 |
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Susquehanna International | 1.6M | $137M | 10% | Sep 2024 |
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HHM Wealth Advisors | 1.6M | $134M | 4% | Sep 2024 |
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Kestra Advisory Services | 1.6M | $133M | 3% | Sep 2024 |
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Raymond James & Associates | 1.6M | $133M | -5% | Sep 2024 |
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Jpmorgan Chase & Co | 1.6M | $133M | 7% | Sep 2024 |
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CI Private Wealth | 1.5M | $126M | 18% | Sep 2024 |
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Cullen Frost Bankers | 1.4M | $116M | 9% | Sep 2024 |
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CWM | 1.4M | $115M | 21% | Sep 2024 |
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Creative Planning | 1.3M | $113M | 2% | Sep 2024 |
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Keybank National Association | 1.2M | $105M | 0% | Sep 2024 |
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LVW Advisors | 1.2M | $100M | 1% | Sep 2024 |
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HPM Partners | 1.2M | $100M | 4% | Sep 2024 |
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Diversified | 1.2M | $92M | 5% | Jun 2024 |
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Branch Banking & Trust Company | 1.2M | $90M | -19% | Jun 2024 |
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D.A. Davidson & Co. | 1.1M | $84M | 2% | Jun 2024 |
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Fifth Third Bancorp | 1.0M | $88M | -6% | Sep 2024 |
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Focus Financial Network | 1.0M | $87M | 3% | Sep 2024 |
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Asset Advisors Investment Management | 986k | $83M | -6% | Sep 2024 |
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Japan Science & Technology Agency | 970k | $75M | 0% | Jun 2024 |
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Sanctuary Advisors | 913k | $27M | 209% | Sep 2024 |
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ValMark Advisers | 912k | $77M | 9% | Sep 2024 |
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Harbour Investments | 843k | $71M | 5% | Sep 2024 |
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Syntrinsic | 840k | $71M | 0% | Sep 2024 |
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Berger Financial Group | 836k | $71M | 18% | Sep 2024 |
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Bouchey Financial | 816k | $69M | 8% | Sep 2024 |
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Stifel Financial | 807k | $63M | -8% | Jun 2024 |
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Newman Dignan & Sheerar | 785k | $22M | 212% | Sep 2024 |
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CVA Family Office | 778k | $66M | 3% | Sep 2024 |
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Citadel Advisors | 741k | $63M | 126% | Sep 2024 |
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CGC Financial Services | 707k | $60M | 2% | Sep 2024 |
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Ameritas Advisory Services | 685k | $58M | -21% | Sep 2024 |
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Marquette Asset Management | 671k | $57M | 0% | Sep 2024 |
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Howard Financial Services | 657k | $56M | 5% | Sep 2024 |
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Steward Partners Investment Advisory | 654k | $51M | 10% | Jun 2024 |
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Gerber Kawasaki Wealth & Investment Management | 645k | $50M | -2% | Jun 2024 |
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Gail Mannix | 635k | $48M | -2% | Sep 2024 |
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Reliant Wealth Planning | 617k | $52M | 2% | Sep 2024 |
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Aptus Capital Advisors | 616k | $17M | 164% | Sep 2024 |
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Summit Asset Management | 614k | $52M | 3% | Sep 2024 |
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ESL Trust Services | 587k | $50M | 0% | Sep 2024 |
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Central Trust & Investment | 574k | $49M | -12% | Sep 2024 |
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Hanson McClain Advisors | 559k | $47M | 2% | Sep 2024 |
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Scott Capital Advisors | 556k | $47M | 7% | Sep 2024 |
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Summit Financial Wealth Advisors | 555k | $43M | 3% | Jun 2024 |
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Whelan Financial | 547k | $46M | 2% | Sep 2024 |
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Mutual Advisors | 544k | $15M | 209% | Sep 2024 |
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Spinnaker Investment Group | 533k | $45M | 2% | Sep 2024 |
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Advantus Capital Management | 527k | $41M | 0% | Jun 2024 |
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Private Advisor | 520k | $44M | 3% | Sep 2024 |
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Principle Wealth Partners | 514k | $40M | -2% | Jun 2024 |
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Burkett Financial Services | 512k | $43M | 3% | Sep 2024 |
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True Link Financial Advisors | 512k | $43M | 6% | Sep 2024 |
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Main Street Financial Solutions | 507k | $43M | 11% | Sep 2024 |
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Adamsbrown Wealth Consultants | 503k | $43M | 5% | Sep 2024 |
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HB Wealth Management | 481k | $41M | -4% | Sep 2024 |
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Allied Investment Advisors | 477k | $40M | 18100% | Sep 2024 |
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Cedar Wealth Management | 463k | $39M | 0% | Sep 2024 |
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Evergreen Advisors | 463k | $39M | 4% | Sep 2024 |
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Bank Of Oklahoma National Association / | 462k | $39M | 11% | Sep 2024 |
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Richardson Capital Management | 461k | $39M | 3% | Sep 2024 |
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Beacon Pointe Advisors | 461k | $39M | 1% | Sep 2024 |
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Atria Wealth Solutions | 453k | $38M | 1% | Sep 2024 |
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Thrivent Financial for Lutherans | 453k | $38M | -20% | Sep 2024 |
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Wealthcare Advisory Partners | 450k | $38M | 5% | Sep 2024 |
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Goss Wealth Management | 438k | $34M | 12% | Jun 2024 |
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Victory Financial Group | 435k | $34M | 100% | Jun 2024 |
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SevenBridge Financial | 432k | $13M | 197% | Sep 2024 |
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Colony | 430k | $37M | -31% | Sep 2024 |
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Equitable Holdings | 430k | $33M | 6% | Jun 2024 |
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Venture Visionary Partners | 420k | $36M | 1% | Sep 2024 |
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Retirement Network | 419k | $35M | 2% | Sep 2024 |
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Founders Financial Securities | 415k | $35M | -2% | Sep 2024 |
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Silver Coast Investments | 414k | $35M | 2% | Sep 2024 |
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McMahon Financial Advisors | 412k | $35M | 138% | Sep 2024 |
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Steele Capital Management | 411k | $35M | -3% | Sep 2024 |
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Sunburst Financial Group | 407k | $34M | 0% | Sep 2024 |
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MAI Wealth Advisors | 406k | $34M | 1% | Sep 2024 |
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Assetmark | 405k | $34M | -3% | Sep 2024 |
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Moneta Group Investment Advisors | 402k | $11M | 250% | Sep 2024 |
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Apexium Financial | 398k | $34M | 20% | Sep 2024 |
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William Blair $ Company | 394k | $33M | 10% | Sep 2024 |
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David Vaughan Investments | 391k | $33M | 1% | Sep 2024 |
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Kohmann Bosshard Financial Services | 389k | $33M | -3% | Sep 2024 |
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Walker Financial Services | 387k | $33M | 9% | Sep 2024 |
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Noble Family Wealth | 381k | $32M | 6% | Sep 2024 |
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Northwest Quadrant Wealth Management | 380k | $32M | 3% | Sep 2024 |
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Merit Financial Group | 379k | $32M | -45% | Sep 2024 |
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Olympus Wealth Management | 373k | $32M | -13% | Sep 2024 |
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Lodestar Private Asset Management | 371k | $31M | 3% | Sep 2024 |
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Planning Directions | 367k | $31M | 6% | Sep 2024 |
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Horizon Investments | 362k | $10M | 3% | Sep 2024 |
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Regimen Wealth | 361k | $28M | 0% | Jun 2024 |
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Hudock Moyer Wealth Resources | 361k | $31M | 0% | Sep 2024 |
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American Financial Advisors | 359k | $30M | -1% | Sep 2024 |
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Nadler Financial | 357k | $30M | -1% | Sep 2024 |
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Brick & Kyle, Associates | 354k | $393k | 7675% | Sep 2024 |
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Fiduciary Trust Company | 353k | $28M | -49% | Jun 2024 |
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Aspire Capital Advisors | 348k | $29M | 6% | Sep 2024 |
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CRA Financial Services | 347k | $29M | 4% | Sep 2024 |
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Mirae Asset Global Investments | 346k | $29M | 61% | Sep 2024 |
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Prosperity Consulting Group | 344k | $29M | 75% | Sep 2024 |
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Stratos Wealth Partners | 342k | $29M | 59% | Sep 2024 |
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Captrust Financial Advisors | 341k | $29M | 2% | Sep 2024 |
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ForthRight Wealth Management | 335k | $28M | 9% | Sep 2024 |
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Janney Montgomery Scott | 334k | $28M | -2% | Sep 2024 |
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Integrated Advisors Network | 334k | $28M | -5% | Sep 2024 |
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Pinnacle Wealth Management Advisory | 331k | $28M | 4% | Sep 2024 |
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Rocky Mountain Advisers | 328k | $28M | 0% | Sep 2024 |
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Kuehl Shepherd Kozlowski & Associates | 321k | $27M | 2% | Sep 2024 |
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WFA Asset Management Corp | 321k | $27M | -11% | Sep 2024 |
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Intergy Private Wealth | 309k | $26M | 2% | Sep 2024 |
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Asset Allocation Strategies | 308k | $26M | -12% | Sep 2024 |
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Wealth Management Resources | 306k | $26M | 5% | Sep 2024 |
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McCarthy Asset Management | 305k | $26M | 0% | Sep 2024 |
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TrinityPoint Wealth | 302k | $26M | 7% | Sep 2024 |
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Carolinas Wealth Consulting | 301k | $26M | 1% | Sep 2024 |
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Pathstone Holdings | 298k | $25M | 9% | Sep 2024 |
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Sigma Planning | 297k | $25M | 1% | Sep 2024 |
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Creekmur Asset Management | 293k | $25M | 3% | Sep 2024 |
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Duncan Williams Asset Management | 290k | $25M | 4% | Sep 2024 |
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Souders Financial Advisors | 286k | $24M | -9% | Sep 2024 |
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Mercer Global Advisors | 286k | $22M | 7% | Jun 2024 |
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RMB Capital Management | 285k | $24M | -3% | Sep 2024 |
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JNBA Financial Advisors | 284k | $24M | -27% | Sep 2024 |
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Sweet Financial Partners | 280k | $24M | -3% | Sep 2024 |
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Oakmont Partners | 279k | $24M | -5% | Sep 2024 |
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Integrated Wealth Concepts | 259k | $22M | -25% | Sep 2024 |
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Ausdal Financial Partners | 252k | $21M | -14% | Sep 2024 |
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JJJ Advisors | 251k | $20M | -48% | Jun 2024 |
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Cornerstone Planning Group | 251k | $7.1M | -39% | Sep 2024 |
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Legacy Financial Strategies | 170k | $14M | -67% | Sep 2024 |
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AllGen Financial Advisors | 162k | $14M | -45% | Sep 2024 |
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Strategic Financial Concepts | 38k | $3.2M | -99% | Sep 2024 |
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Who sold out of Schwab Strategic Tr us dividend eq?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Charles Schwab Investment Management | Jun 2024 | 10M | $791M |
Qube Research & Technologies | Mar 2024 | 388k | $31M |