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 | 50M | $1.4B | 570% | Dec 2024 |
|
| LPL Financial | 36M | $992M | 215% | Dec 2024 |
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| Morgan Stanley | 29M | $778M | 208% | Dec 2024 |
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| Sumitomo Life Insurance | 27M | $733M | 200% | Dec 2024 |
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| H D Vest Advisory Services | 26M | $710M | 206% | Dec 2024 |
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| Raymond James Financial | 22M | $593M | 100% | Dec 2024 |
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| Envestnet Asset Management | 20M | $536M | 209% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 18M | $498M | 208% | Dec 2024 |
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| Ameriprise Financial | 17M | $476M | 202% | Dec 2024 |
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| UBS Group | 16M | $436M | 211% | Dec 2024 |
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| Sontag Advisory | 15M | $414M | 196% | Dec 2024 |
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| Commonwealth Equity Services | 13M | $359M | 207% | Dec 2024 |
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| Wells Fargo & Company | 12M | $336M | 213% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 12M | $326M | 2% | Mar 2025 |
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| Orgel Wealth Management | 12M | $322M | 4% | Mar 2025 |
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| Honkamp Krueger Financial Services | 9.4M | $256M | 202% | Dec 2024 |
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| Royal Bank of Canada | 9.1M | $248M | 217% | Dec 2024 |
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| Mariner Wealth Advisors | 8.2M | $224M | 254% | Dec 2024 |
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| Cambridge Investment Research Advisors | 7.1M | $194M | 217% | Dec 2024 |
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| Cetera Investment Advisers | 6.1M | $166M | 227% | Dec 2024 |
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| Cassaday & Co Wealth Management | 5.8M | $157M | 210% | Dec 2024 |
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| HPM Partners | 5.6M | $154M | 376% | Dec 2024 |
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| Cresset Asset Management | 5.5M | $151M | 186% | Dec 2024 |
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| Keystone Financial Planning | 5.5M | $154M | 2% | Mar 2025 |
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| Mml Investors Services | 5.4M | $147M | 213% | Dec 2024 |
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| HighTower Advisors | 5.2M | $143M | 220% | Dec 2024 |
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| Jpmorgan Chase & Co | 5.1M | $139M | 224% | Dec 2024 |
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| CWM | 4.9M | $134M | 260% | Dec 2024 |
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| HHM Wealth Advisors | 4.9M | $133M | 207% | Dec 2024 |
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| Kestra Advisory Services | 4.7M | $128M | 197% | Dec 2024 |
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| Baird Financial | 4.4M | $120M | 188% | Dec 2024 |
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| Advisor Group Holdings | 4.4M | $364M | 33% | Dec 2024 |
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| Creative Planning | 4.3M | $118M | 223% | Dec 2024 |
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| Cullen Frost Bankers | 4.1M | $112M | 199% | Dec 2024 |
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| Diversified Enterprises | 4.0M | $109M | 100% | Dec 2024 |
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| Charles Schwab Trust Bank | 4.0M | $138M | 143% | Dec 2024 |
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| Keybank National Association | 3.8M | $105M | 209% | Dec 2024 |
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| Branch Banking & Trust Company | 3.5M | $97M | 207% | Dec 2024 |
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| LVW Advisors | 3.5M | $99M | -2% | Mar 2025 |
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| D.A. Davidson & Co. | 3.5M | $95M | 210% | Dec 2024 |
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| Focus Financial Network | 3.3M | $91M | 2% | Mar 2025 |
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| Fifth Third Bancorp | 3.1M | $88M | 3% | Mar 2025 |
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| Susquehanna International | 3.1M | $83M | 88% | Dec 2024 |
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| ValMark Advisers | 2.9M | $81M | 223% | Dec 2024 |
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| Bouchey Financial | 2.9M | $80M | 259% | Dec 2024 |
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| Asset Advisors Investment Management | 2.8M | $78M | 188% | Dec 2024 |
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| TrueNorth | 2.7M | $73M | 100% | Dec 2024 |
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| Berger Financial Group | 2.6M | $72M | 216% | Dec 2024 |
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| Mirae Asset Global Investments | 2.5M | $69M | 627% | Dec 2024 |
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| CVA Family Office | 2.4M | $68M | 6% | Mar 2025 |
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| Harbour Investments | 2.4M | $65M | 180% | Dec 2024 |
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| CGC Financial Services | 2.3M | $63M | 3% | Mar 2025 |
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| Aptus Capital Advisors | 2.2M | $61M | 260% | Dec 2024 |
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| Stifel Financial | 2.2M | $60M | 191% | Dec 2024 |
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| Ameritas Advisory Services | 2.2M | $59M | 217% | Dec 2024 |
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| MAI Wealth Advisors | 2.1M | $58M | 427% | Dec 2024 |
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| Gail Mannix | 2.1M | $58M | 236% | Dec 2024 |
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| Steward Partners Investment Advisory | 2.1M | $58M | 220% | Dec 2024 |
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| Hanson McClain Advisors | 2.1M | $59M | 276% | Dec 2024 |
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| Howard Financial Services | 2.1M | $58M | 3% | Mar 2025 |
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| Marquette Asset Management | 2.0M | $57M | 0% | Mar 2025 |
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| Summit Asset Management | 1.9M | $53M | 217% | Dec 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 1.9M | $52M | 202% | Dec 2024 |
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| Summit Financial Wealth Advisors | 1.8M | $51M | 220% | Dec 2024 |
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| ESL Trust Services | 1.8M | $48M | 200% | Dec 2024 |
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| True Link Financial Advisors | 1.8M | $49M | 12% | Mar 2025 |
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| Victory Financial Group | 1.8M | $48M | 100% | Dec 2024 |
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| Principle Wealth Partners | 1.8M | $48M | 222% | Dec 2024 |
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| Spinnaker Investment Group | 1.7M | $49M | 6% | Mar 2025 |
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| Scott Capital Advisors | 1.7M | $46M | 203% | Dec 2024 |
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| Whelan Financial | 1.7M | $46M | 208% | Dec 2024 |
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| Private Advisor | 1.7M | $46M | 221% | Dec 2024 |
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| Main Street Financial Solutions | 1.6M | $45M | 222% | Dec 2024 |
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| Adamsbrown Wealth Consultants | 1.6M | $45M | 5% | Mar 2025 |
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| Reliant Wealth Planning | 1.6M | $43M | 157% | Dec 2024 |
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| Advantus Capital Management | 1.6M | $43M | 200% | Dec 2024 |
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| Twin Tree Management | 1.6M | $43M | 779% | Dec 2024 |
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| Burkett Financial Services | 1.6M | $44M | 2% | Mar 2025 |
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| Allied Investment Advisors | 1.5M | $43M | 5% | Mar 2025 |
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| Bank Of Oklahoma National Association / | 1.5M | $40M | 222% | Dec 2024 |
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| McMahon Financial Advisors | 1.5M | $42M | 0% | Mar 2025 |
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| Equitable Holdings | 1.5M | $41M | 216% | Dec 2024 |
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| Central Trust & Investment | 1.5M | $41M | -6% | Mar 2025 |
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| Warren Averett Asset Management | 1.5M | $40M | 218% | Dec 2024 |
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| Wealthcare Advisory Partners | 1.5M | $41M | 4% | Mar 2025 |
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| Buckingham Strategic Partners | 1.5M | $40M | 1021% | Dec 2024 |
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| Heck Capital Advisors | 1.5M | $40M | 100% | Dec 2024 |
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| Jones Financial Companies, L.L | 1.5M | $40M | 472% | Dec 2024 |
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| Evergreen Advisors | 1.4M | $40M | 212% | Dec 2024 |
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| HB Wealth Management | 1.4M | $39M | 199% | Dec 2024 |
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| Mercer Global Advisors | 1.4M | $39M | 62% | Dec 2024 |
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| William Blair $ Company | 1.4M | $39M | 260% | Dec 2024 |
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| Beacon Pointe Advisors | 1.4M | $39M | 206% | Dec 2024 |
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| Richardson Capital Management | 1.4M | $38M | 203% | Dec 2024 |
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| Presidio Capital Management | 1.4M | $39M | 33% | Mar 2025 |
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| Independent Advisor Alliance | 1.4M | $38M | 8162% | Dec 2024 |
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| Atria Wealth Solutions | 1.4M | $37M | 201% | Dec 2024 |
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| Apexium Financial | 1.3M | $36M | 230% | Dec 2024 |
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| Sunburst Financial Group | 1.3M | $36M | 222% | Dec 2024 |
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| Walker Financial Services | 1.3M | $36M | 238% | Dec 2024 |
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| Retirement Network | 1.3M | $35M | 209% | Dec 2024 |
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| Founders Financial Securities | 1.3M | $35M | 211% | Dec 2024 |
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| Thrivent Financial for Lutherans | 1.3M | $35M | 183% | Dec 2024 |
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| Noble Family Wealth | 1.3M | $36M | 6% | Mar 2025 |
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| Cedar Wealth Management | 1.3M | $34M | 171% | Dec 2024 |
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| NFP Retirement | 1.2M | $34M | 214% | Dec 2024 |
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| Colony | 1.2M | $40M | 189% | Dec 2024 |
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| Steele Capital Management | 1.2M | $34M | 0% | Mar 2025 |
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| Assetmark | 1.2M | $33M | 199% | Dec 2024 |
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| David Vaughan Investments | 1.2M | $33M | 209% | Dec 2024 |
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| Northwest Quadrant Wealth Management | 1.2M | $33M | 213% | Dec 2024 |
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| Venture Visionary Partners | 1.2M | $32M | 180% | Dec 2024 |
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| Planning Directions | 1.2M | $32M | 216% | Dec 2024 |
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| Lodestar Private Asset Management | 1.1M | $31M | 208% | Dec 2024 |
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| Horizon Investments | 1.1M | $31M | 214% | Dec 2024 |
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| Silver Coast Investments | 1.1M | $31M | 174% | Dec 2024 |
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| CRA Financial Services | 1.1M | $32M | 6% | Mar 2025 |
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| Kohmann Bosshard Financial Services | 1.1M | $31M | 187% | Dec 2024 |
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| Janney Montgomery Scott | 1.1M | $31M | 4% | Mar 2025 |
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| Nadler Financial | 1.1M | $30M | 208% | Dec 2024 |
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| Rsm Us Wealth Management | 1.1M | $30M | 621% | Dec 2024 |
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| Aspire Capital Advisors | 1.1M | $30M | 214% | Dec 2024 |
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| American Financial Advisors | 1.1M | $30M | 202% | Dec 2024 |
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| Prosperity Consulting Group | 1.1M | $30M | 214% | Dec 2024 |
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| Hudock Moyer Wealth Resources | 1.1M | $30M | 199% | Dec 2024 |
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| Regimen Wealth | 1.1M | $29M | 189% | Dec 2024 |
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| ForthRight Wealth Management | 1.1M | $30M | 3% | Mar 2025 |
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| Olympus Wealth Management | 1.1M | $29M | 184% | Dec 2024 |
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| Stratos Wealth Partners | 1.1M | $29M | 209% | Dec 2024 |
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| Equitable Trust | 1.1M | $29M | 100% | Dec 2024 |
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| Duncan Williams Asset Management | 1.0M | $29M | 10% | Mar 2025 |
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| Pinnacle Wealth Management Advisory | 1.0M | $29M | 215% | Dec 2024 |
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| Captrust Financial Advisors | 1.0M | $28M | 204% | Dec 2024 |
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| Ausdal Financial Partners | 1.0M | $28M | 311% | Dec 2024 |
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| Brady Martz Wealth Solutions | 1.0M | $29M | -4% | Mar 2025 |
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| Curran Financial Partners | 1.0M | $28M | 10% | Mar 2025 |
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| CI Private Wealth | 1.0M | $28M | -32% | Dec 2024 |
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| Rocky Mountain Advisers | 980k | $27M | 199% | Dec 2024 |
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| Intergy Private Wealth | 974k | $27M | 2% | Mar 2025 |
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| Citadel Advisors | 971k | $27M | 31% | Dec 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 969k | $26M | 202% | Dec 2024 |
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| Merit Financial Group | 954k | $27M | -5% | Mar 2025 |
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| TrinityPoint Wealth | 954k | $26M | 216% | Dec 2024 |
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| Jane Street | 947k | $26M | 305% | Dec 2024 |
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| Pathstone Holdings | 946k | $26M | 218% | Dec 2024 |
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| Wolverine Trading | 941k | $26M | 395% | Dec 2024 |
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| Goss Wealth Management | 927k | $25M | 111% | Dec 2024 |
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| Sanctuary Advisors | 925k | $26M | 1% | Dec 2024 |
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| Stephens | 924k | $25M | 252% | Dec 2024 |
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| Hengehold Capital Management | 911k | $26M | 15% | Mar 2025 |
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| Integrated Advisors Network | 708k | $20M | -34% | Mar 2025 |
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Who sold out of Schwab Strategic Tr us dividend eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealthfront Advisers | Sep 2024 | 4.8M | $409M |
| Japan Science & Technology Agency | Sep 2024 | 2.6M | $219M |
| Two Sigma Investments | Sep 2024 | 1.1M | $92M |
| Park Avenue Securities | Dec 2024 | 931k | $25M |