Who owns Schwab Strategic Tr us dividend eq?

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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
Sontag Advisory 5.8M $384M 1% Sep 2022
Envestnet Asset Management 4.5M $300M 8% Sep 2022
H D Vest Advisory Services 4.5M $297M 4% Sep 2022
UBS Group 3.8M $427M 3% Sep 2022
Orgel Wealth Management 3.5M $266M 1% Dec 2022
Honkamp Krueger Financial Services 3.4M $224M -6% Sep 2022
Merit Financial Group 3.2M $245M 6% Dec 2022
Raymond James Financial Services Advisors 3.0M $199M 7% Sep 2022
Meitav Dash Investments 2.3M $153M 25% Sep 2022
Mariner Wealth Advisors 1.7M $116M 100% Sep 2022
Cambridge Investment Research Advisors 1.7M $116M 32% Sep 2022

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Fifth Third Bancorp 1.5M $117M 29% Dec 2022
CWM 1.5M $100M 18% Sep 2022
Central Trust & Investment 1.4M $106M 19% Dec 2022
Royal Bank of Canada 1.4M $91M 100% Sep 2022
Asset Advisors Investment Management 1.3M $90M -8% Sep 2022
Keybank National Association 1.3M $86M 2% Sep 2022
HHM Wealth Advisors 1.2M $83M 5% Sep 2022
Bp Wealth Management 1.2M $82M 9% Sep 2022
Keystone Financial Planning 1.2M $81M 16% Sep 2022
Raymond James & Associates 1.2M $80M 42% Sep 2022
HighTower Advisors 1.2M $77M 137% Sep 2022
Creative Planning 1.1M $75M 15% Sep 2022
First Republic Investment Management 981k $65M 18% Sep 2022
Branch Banking & Trust Company 941k $62M 5% Sep 2022
Advantus Capital Management 858k $57M 100% Sep 2022
Kestra Advisory Services 835k $56M 22% Sep 2022
D.A. Davidson & Co. 791k $53M 5% Sep 2022
Gerber Kawasaki Wealth & Investment Management 731k $49M 6% Sep 2022
CVA Family Office 719k $48M 13% Sep 2022
Bard Financial Services 674k $51M 11% Dec 2022
Resources Investment Advisors 645k $43M 603% Sep 2022
JJJ Advisors 639k $50M 49% Dec 2022
Ameritas Advisory Services 631k $42M 25% Sep 2022
Howard Financial Services 628k $48M 3% Dec 2022
Kohmann Bosshard Financial Services 611k $46M 7% Dec 2022
Bogart Wealth 609k $40M 2443% Sep 2022
Gail Mannix 608k $48M 4% Dec 2022
Parallel Advisors 608k $40M 12% Sep 2022
ValMark Advisers 597k $40M 18% Sep 2022
Bouchey Financial 560k $42M 6587% Dec 2022
Coastal Capital Group 550k $37M 0% Sep 2022
B&D White Capital Company 549k $37M 2% Sep 2022
Legacy Financial Strategies 546k $36M 2% Sep 2022
Summit Asset Management 540k $36M 1% Sep 2022
Cullen Frost Bankers 532k $35M 28% Sep 2022
Hennion & Walsh Asset Management 531k $40M -2% Dec 2022
HB Wealth Management 526k $40M 2% Dec 2022
Whelan Financial 477k $36M 31% Dec 2022
Sharkey, Howes & Javer 474k $36M 45% Dec 2022
Private Advisor 466k $31M 4% Sep 2022
Systelligence 459k $35M -10% Dec 2022
Spinnaker Investment Group 454k $34M 2% Dec 2022
Davidson Capital Management 446k $30M 8% Sep 2022
Kellett Schaffner Wealth Advisors 445k $33M 6% Sep 2022
ESL Trust Services 444k $30M 1% Sep 2022
Sunburst Financial Group 434k $33M 2% Dec 2022
JNBA Financial Advisors 408k $27M 0% Sep 2022
Scott Capital Advisors 407k $27M 5% Sep 2022
Reliant Wealth Planning 400k $27M 16% Sep 2022
Brio Consultants 399k $29M -9% Sep 2022
Sigma Planning 397k $30M 6% Dec 2022
Captrust Financial Advisors 382k $25M -7% Sep 2022
Mercer Global Advisors 382k $25M -5% Sep 2022
Baird Financial 379k $25M 12% Sep 2022
Madison Asset Management 370k $25M -40% Sep 2022
Marquette Asset Management 366k $28M 4% Dec 2022
McCarthy Asset Management 352k $27M 0% Dec 2022
Fiduciary Trust Company 348k $23M 9% Sep 2022
Adamsbrown Wealth Consultants 347k $26M 15% Dec 2022
RFG Advisory 342k $26M 41% Sep 2022
IFP Advisors 337k $17M 9% Sep 2022
Wealth Management Solutions 331k $22M 49% Sep 2022
Koshinski Asset Management 329k $25M 2% Dec 2022
Windsor Group 328k $22M 7% Sep 2022
Souders Financial Advisors 328k $22M -1% Sep 2022
Colony Group 325k $22M 0% Sep 2022
Reitz Capital Advisors 323k $24M 4% Dec 2022
Stewardship Advisors 322k $24M -1% Dec 2022
Members Advisory Group 311k $21M -1% Sep 2022
IAM Advisory 310k $23M -1% Dec 2022
Beacon Pointe Advisors 305k $20M 8% Sep 2022
Leavell Investment Management 304k $23M -1% Dec 2022
Janney Montgomery Scott 300k $20M 12% Sep 2022
CVS HEALTH Corp 297k $20M 0% Sep 2022
Hengehold Capital Management 295k $20M 1% Sep 2022
JRM Investment Counsel 285k $19M -22% Sep 2022
Capital Advantage 276k $21M -5% Dec 2022
Financial Counselors 271k $18M -6% Sep 2022
Pinnacle Wealth Management Advisory 265k $18M 10% Sep 2022
Valley National Advisers 262k $20M 33% Dec 2022
CRA Financial Services 261k $20M 14% Dec 2022
American Trust 260k $17M -1% Sep 2022
Ausdal Financial Partners 259k $17M 6% Sep 2022
Steward Partners Investment Advisory 258k $17M 13% Sep 2022
New England Private Wealth Advisors 256k $17M 2% Sep 2022
Snowden Capital Advisors 254k $17M 386% Sep 2022
Ccg Wealth Management 245k $16M -8% Sep 2022
Columbia Advisory Partners 242k $18M 17% Dec 2022
Financial Guidance Group 241k $18M 0% Dec 2022
Milestone Advisory Partners 236k $18M 1% Dec 2022
United Capital Financial Advisers 236k $16M -7% Sep 2022
EP Wealth Advisors 235k $16M 278% Sep 2022
Taylor, Cottrill, Erickson & Associates 234k $16M 3% Sep 2022
Newman Dignan & Sheerar 233k $18M 2% Dec 2022
LVW Advisors 232k $15M 16% Sep 2022
Berger Financial Group 228k $15M 7% Sep 2022
Park Avenue Securities 227k $17M -14% Dec 2022
Mutual Advisors 227k $17M 23% Dec 2022
Matrix Trust 226k $17M -1% Dec 2022
Wealth Management Resources 225k $17M 2% Dec 2022
James J. Burns & Company 224k $15M 100% Sep 2022
Manning & Napier Group 217k $16M -4% Dec 2022
PFG Advisors 217k $16M 5% Dec 2022
Clearview Wealth Advisors 215k $14M 11% Sep 2022
Intergy Private Wealth 213k $14M 4% Sep 2022
Nadler Financial 208k $14M 28% Sep 2022
Wsfs Capital Management 208k $14M 43% Sep 2022
Miracle Mile Advisors 206k $14M 3% Sep 2022
Csenge Advisory Group 206k $14M -1% Sep 2022
ProVise Management Group 200k $13M -5% Sep 2022
Truadvice 194k $15M 100% Dec 2022
Fundamentun 186k $12M -3% Sep 2022
Prudential Financial 184k $12M 100% Sep 2022
Brookstone Capital Management 184k $14M -4% Dec 2022
Arden Trust 182k $14M 134% Dec 2022
Waller Financial Planning Group 181k $14M -1% Dec 2022
Atlantic Trust 180k $12M -4% Sep 2022
Presidio Capital Management 180k $12M 2% Sep 2022
First National Corp 179k $14M 8% Dec 2022
Global Retirement Partners 179k $13M 73% Sep 2022
Cambridge Trust Company 178k $13M 1% Dec 2022
Mendel Capital Management 176k $13M 2% Dec 2022
Concord Wealth Partners 176k $13M 16% Dec 2022
Integrated Investment Consultants 176k $12M 1% Sep 2022
BCGM Wealth Management 173k $13M 2% Sep 2022
Paradigm, Strategies in Wealth Management 173k $13M 17% Dec 2022
Acorn Wealth Advisors 169k $11M 3% Sep 2022
We Are One Seven 169k $13M 1853% Dec 2022
Vista Private Wealth Partners 168k $13M 12% Dec 2022
First Command Advisory Services 167k $13M -1% Dec 2022
Planning Directions 162k $11M 7% Sep 2022
Curran Financial Partners 162k $11M 83% Sep 2022
McMahon Financial Advisors 162k $11M 4% Sep 2022
Trinity Financial Advisors 160k $12M 54% Dec 2022
FRG Family Wealth Advisors 156k $12M -3% Dec 2022
B & T Capital Management DBA Alpha Capital Management 155k $10M 242% Sep 2022
Financial Consulate 155k $12M 5% Dec 2022
TrinityPoint Wealth 154k $10M 4% Sep 2022
Pennsylvania Capital Management 153k $12M -26% Dec 2022
Visionary Wealth Advisors 58k $3.9M -81% Sep 2022
Main Street Financial Solutions 28k $368k -92% Dec 2022
Aurora Private Wealth 26k $2.0M -94% Dec 2022

Who sold out of Schwab Strategic Tr us dividend eq?

Fund or Company Name Date Sold Shares Held Valued At
Integrated Advisors Network Sep 2022 219k $15M