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
Download as csv
Download as Excel
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 | 83M | $2.3B | 100% | Mar 2026 |
|
| Sumitomo Life Insurance | 46M | $1.4B | 46% | Mar 2026 |
|
| LPL Financial | 31M | $947M | -4% | Mar 2026 |
|
| Bank of America Corporation | 31M | $947M | 100% | Mar 2026 |
|
| Morgan Stanley | 26M | $808M | 2% | Mar 2026 |
|
| Cetera Investment Advisers | 24M | $742M | -30% | Mar 2026 |
|
| Envestnet Asset Management | 17M | $531M | 7% | Mar 2026 |
|
| Raymond James Financial | 17M | $527M | 11% | Mar 2026 |
|
| UBS Group | 15M | $449M | 3% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 14M | $421M | -2% | Mar 2026 |
|
| Sontag Advisory | 13M | $408M | -2% | Mar 2026 |
|
| Wealthfront Advisers | 13M | $393M | -1% | Mar 2026 |
|
| Virginia Estate & Retirement Planning Advisors | 11M | $11M | 100% | Jun 2026 |
|
| Commonwealth Equity Services | 9.6M | $305M | 2% | Jun 2026 |
|
| Cassaday & Co Wealth Management | 9.6M | $294M | 4% | Mar 2026 |
|
| Advisor Group Holdings | 9.6M | $293M | 4% | Mar 2026 |
|
| Wells Fargo & Company | 9.3M | $285M | -9% | Mar 2026 |
|
| Royal Bank of Canada | 8.7M | $266M | 100% | Mar 2026 |
|
| Ameriprise Financial | 7.9M | $242M | -8% | Mar 2026 |
|
| Mariner Wealth Advisors | 7.6M | $233M | 10% | Mar 2026 |
|
| Keystone Financial Planning | 6.8M | $208M | 12% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 6.7M | $211M | 2% | Jun 2026 |
|
| CIBC World Markets | 6.2M | $189M | -12% | Mar 2026 |
|
| Honkamp Krueger Financial Services | 5.4M | $171M | -2% | Jun 2026 |
|
| Mml Investors Services | 5.4M | $165M | -15% | Mar 2026 |
|
| HHM Wealth Advisors | 5.2M | $158M | 3% | Mar 2026 |
|
| HighTower Advisors | 5.1M | $158M | -5% | Mar 2026 |
|
| Keybank National Association | 4.5M | $142M | 17% | Jun 2026 |
|
| Creative Planning | 4.4M | $135M | 2% | Mar 2026 |
|
| Susquehanna International | 4.3M | $133M | 23% | Mar 2026 |
|
| CWM | 4.1M | $124M | -26% | Mar 2026 |
|
| Jones Financial Companies, L.L | 3.9M | $117M | 22% | Mar 2026 |
|
| Kestra Advisory Services | 3.6M | $115M | 3% | Jun 2026 |
|
| Branch Banking & Trust Company | 3.3M | $103M | 3% | Jun 2026 |
|
| Berger Financial Group | 3.0M | $92M | -5% | Mar 2026 |
|
| Cresset Asset Management | 2.8M | $86M | 7% | Mar 2026 |
|
| Fifth Third Bancorp | 2.7M | $84M | 7% | Mar 2026 |
|
| ValMark Advisers | 2.7M | $82M | 1% | Mar 2026 |
|
| Asset Advisors Investment Management | 2.5M | $77M | -1% | Mar 2026 |
|
| HPM Partners | 2.5M | $77M | -54% | Mar 2026 |
|
| Bouchey Financial | 2.4M | $73M | -7% | Mar 2026 |
|
| Stifel Financial | 2.3M | $71M | 3% | Mar 2026 |
|
| MAI Wealth Advisors | 2.3M | $71M | 3% | Mar 2026 |
|
| Mercer Global Advisors | 2.3M | $71M | 28% | Mar 2026 |
|
| Golden Reserve Retirement | 2.3M | $70M | -5% | Mar 2026 |
|
| Charles Schwab Trust Bank | 2.1M | $63M | -17% | Mar 2026 |
|
| Citadel Advisors | 2.1M | $63M | 50% | Mar 2026 |
|
| Summit Asset Management | 2.1M | $63M | 1% | Mar 2026 |
|
| Baird Financial | 2.0M | $62M | -5% | Mar 2026 |
|
| D.A. Davidson & Co. | 2.0M | $62M | 0% | Jun 2026 |
|
| Howard Financial Services | 2.0M | $62M | 0% | Jun 2026 |
|
| Spinnaker Investment Group | 1.9M | $61M | 13% | Jun 2026 |
|
| Harbour Investments | 1.9M | $59M | 19% | Mar 2026 |
|
| Summit Financial Wealth Advisors | 1.9M | $59M | -3% | Mar 2026 |
|
| United Capital Financial Advisers | 1.9M | $59M | 3% | Mar 2026 |
|
| CVA Family Office | 1.9M | $59M | -4% | Mar 2026 |
|
| Stephens | 1.9M | $59M | 3% | Jun 2026 |
|
| MCF Advisors | 1.8M | $56M | 487% | Mar 2026 |
|
| Paradiem | 1.8M | $56M | 100% | Mar 2026 |
|
| Focus Financial Network | 1.8M | $58M | -8% | Jun 2026 |
|
| Allied Investment Advisors | 1.8M | $56M | 2% | Mar 2026 |
|
| Bank Of Oklahoma National Association / | 1.8M | $56M | 3% | Mar 2026 |
|
| Whelan Financial | 1.8M | $57M | 1% | Jun 2026 |
|
| HB Wealth Management | 1.8M | $57M | 8% | Jun 2026 |
|
| Beacon Pointe Advisors | 1.8M | $54M | 14% | Mar 2026 |
|
| Warren Averett Asset Management | 1.7M | $54M | 4% | Mar 2026 |
|
| Gerber Kawasaki Wealth & Investment Management | 1.7M | $53M | -8% | Mar 2026 |
|
| Main Street Financial Solutions | 1.7M | $53M | 2% | Mar 2026 |
|
| Scott Capital Advisors | 1.7M | $55M | -1% | Jun 2026 |
|
| Burkett Financial Services | 1.7M | $54M | -1% | Jun 2026 |
|
| Captrust Financial Advisors | 1.7M | $51M | 3% | Mar 2026 |
|
| Sarver Vrooman Wealth Advisors | 1.7M | $53M | 0% | Jun 2026 |
|
| Rsm Us Wealth Management | 1.7M | $51M | 20% | Mar 2026 |
|
| Northwest Quadrant Wealth Management | 1.6M | $50M | 2% | Mar 2026 |
|
| CGC Financial Services | 1.6M | $52M | 2% | Jun 2026 |
|
| Colony | 1.6M | $50M | 5% | Mar 2026 |
|
| Mirae Asset Global Investments | 1.6M | $50M | 93% | Mar 2026 |
|
| Retirement Network | 1.6M | $52M | 3% | Jun 2026 |
|
| Steward Partners Investment Advisory | 1.6M | $49M | 3% | Mar 2026 |
|
| Advantus Capital Management | 1.6M | $49M | 0% | Mar 2026 |
|
| Evergreen Advisors | 1.6M | $48M | 2% | Mar 2026 |
|
| Keudell/Morrison Wealth Management | 1.5M | $47M | -4% | Mar 2026 |
|
| Victory Financial Group | 1.5M | $48M | -1% | Jun 2026 |
|
| Farther Finance Advisors | 1.5M | $48M | 12% | Jun 2026 |
|
| Noble Family Wealth | 1.5M | $46M | 5% | Mar 2026 |
|
| Merit Financial Group | 1.5M | $47M | -3% | Jun 2026 |
|
| Hanson McClain Advisors | 1.5M | $46M | -45% | Mar 2026 |
|
| Gail Mannix | 1.5M | $45M | 1% | Mar 2026 |
|
| Cedar Wealth Management | 1.4M | $44M | -1% | Mar 2026 |
|
| Private Advisor | 1.4M | $44M | -7% | Mar 2026 |
|
| Cullen Frost Bankers | 1.4M | $45M | -10% | Jun 2026 |
|
| Janney Montgomery Scott | 1.4M | $43M | 7% | Mar 2026 |
|
| American Financial Advisors | 1.4M | $42M | -3% | Mar 2026 |
|
| Curran Financial Partners | 1.4M | $42M | 6% | Mar 2026 |
|
| LVW Advisors | 1.3M | $41M | -40% | Mar 2026 |
|
| Aptus Capital Advisors | 1.3M | $41M | -3% | Mar 2026 |
|
| ForthRight Wealth Management | 1.3M | $40M | 2% | Mar 2026 |
|
| Thrivent Financial for Lutherans | 1.3M | $39M | -6% | Mar 2026 |
|
| Equitable Holdings | 1.3M | $35M | 11% | Mar 2026 |
|
| Buckingham Strategic Partners | 1.2M | $38M | -6% | Mar 2026 |
|
| Intergy Private Wealth | 1.2M | $39M | 6% | Jun 2026 |
|
| CRA Financial Services | 1.2M | $39M | 3% | Jun 2026 |
|
| First Command Advisory Services | 1.2M | $36M | 2% | Mar 2026 |
|
| David Vaughan Investments | 1.2M | $36M | -3% | Mar 2026 |
|
| Steele Capital Management | 1.2M | $37M | 4% | Jun 2026 |
|
| Albion Financial Group | 1.2M | $37M | 15% | Jun 2026 |
|
| LLBH Private Wealth Management | 1.2M | $36M | 4% | Mar 2026 |
|
| Iwamoto Kong & Co | 1.1M | $34M | 29% | Mar 2026 |
|
| Integrated Wealth Concepts | 1.1M | $34M | 206% | Mar 2026 |
|
| William Blair $ Company | 1.1M | $34M | 0% | Mar 2026 |
|
| eCIO | 1.1M | $34M | 5% | Jun 2026 |
|
| Souders Financial Advisors | 1.1M | $33M | 0% | Mar 2026 |
|
| Whitaker-Myers Wealth Managers | 1.0M | $33M | 6% | Jun 2026 |
|
| Independent Advisor Alliance | 1.0M | $31M | 591% | Mar 2026 |
|
| Great Valley Advisor Group | 998k | $31M | 4% | Mar 2026 |
|
| Aspire Capital Advisors | 981k | $30M | -8% | Mar 2026 |
|
| Stonehearth Capital Management | 969k | $31M | 51% | Jun 2026 |
|
| Ausdal Financial Partners | 967k | $30M | -4% | Mar 2026 |
|
| Bank of New York Mellon | 965k | $30M | 16% | Mar 2026 |
|
| Financial Insights | 941k | $29M | 3% | Mar 2026 |
|
| Newman Dignan & Sheerar | 940k | $29M | -2% | Mar 2026 |
|
| Eagle Capital Management | 929k | $29M | 0% | Mar 2026 |
|
| Regimen Wealth | 928k | $29M | 28% | Mar 2026 |
|
| Goss Wealth Management | 922k | $28M | -12% | Mar 2026 |
|
| Sanctuary Advisors | 911k | $28M | 83% | Mar 2026 |
|
| Regal Investment Advisors | 909k | $28M | -6% | Mar 2026 |
|
| Capital Fund Management | 898k | $28M | -10% | Mar 2026 |
|
| Walker Financial Services | 891k | $27M | -14% | Mar 2026 |
|
| Central Trust & Investment | 889k | $27M | -6% | Mar 2026 |
|
| Manning & Napier Advisors | 889k | $27M | 5% | Mar 2026 |
|
| CI Private Wealth | 883k | $27M | 7% | Mar 2026 |
|
| Stratos Wealth Partners | 880k | $27M | -16% | Mar 2026 |
|
| Pathstone Holdings | 877k | $27M | -3% | Mar 2026 |
|
| Rocky Mountain Advisers | 873k | $28M | -1% | Jun 2026 |
|
| Capital Advantage | 873k | $27M | 0% | Mar 2026 |
|
| Wealth Management Resources | 871k | $27M | 0% | Mar 2026 |
|
| Sigma Planning | 870k | $27M | 4% | Mar 2026 |
|
| Moneta Group Investment Advisors | 865k | $27M | 3% | Mar 2026 |
|
| AdvisorNet Financial | 851k | $27M | 6% | Jun 2026 |
|
| Tradition Wealth Management | 827k | $25M | 6% | Mar 2026 |
|
| Dagco | 822k | $26M | 5% | Jun 2026 |
|
| Ledyard National Bank | 822k | $26M | 2% | Jun 2026 |
|
| PFG Advisors | 820k | $26M | -25% | Jun 2026 |
|
| Jane Street | 815k | $25M | 39% | Mar 2026 |
|
| Joule Financial | 811k | $25M | -1% | Mar 2026 |
|
| Jaffetilchin Investment Partners | 810k | $25M | 24% | Mar 2026 |
|
| Wit | 787k | $24M | 0% | Mar 2026 |
|
| Leo Wealth | 787k | $24M | -2% | Mar 2026 |
|
| Advisors Preferred | 785k | $24M | 7% | Mar 2026 |
|
| Brookstone Capital Management | 765k | $24M | 25% | Mar 2026 |
|
| IFP Advisors | 695k | $21M | -11% | Mar 2026 |
|
| Integrated Advisors Network | 644k | $20M | -20% | Mar 2026 |
|
| Lido Advisors | 643k | $20M | -46% | Mar 2026 |
|
| D. E. Shaw & Co | 640k | $20M | -59% | Mar 2026 |
|
| Ameritas Advisory Services | 606k | $19M | -23% | Mar 2026 |
|
| Planning Directions | 485k | $15M | -64% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr us dividend eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 7.7M | $216M |