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 | 83M | $2.3B | 100% | Mar 2026 |
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| Sumitomo Life Insurance | 46M | $1.4B | 46% | Mar 2026 |
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| LPL Financial | 31M | $947M | -4% | Mar 2026 |
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| Bank of America Corporation | 31M | $947M | 100% | Mar 2026 |
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| Morgan Stanley | 26M | $808M | 2% | Mar 2026 |
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| Cetera Investment Advisers | 24M | $742M | -30% | Mar 2026 |
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| Envestnet Asset Management | 17M | $531M | 7% | Mar 2026 |
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| Raymond James Financial | 16M | $426M | -6% | Dec 2025 |
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| UBS Group | 15M | $449M | 3% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 14M | $421M | -2% | Mar 2026 |
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| Sontag Advisory | 13M | $408M | -2% | Mar 2026 |
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| Wealthfront Advisers | 13M | $393M | -1% | Mar 2026 |
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| Cassaday & Co Wealth Management | 9.6M | $294M | 4% | Mar 2026 |
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| Commonwealth Equity Services | 9.4M | $290M | -6% | Mar 2026 |
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| Wells Fargo & Company | 9.3M | $285M | -9% | Mar 2026 |
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| Advisor Group Holdings | 9.2M | $252M | -22% | Dec 2025 |
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| Royal Bank of Canada | 8.7M | $266M | 13% | Mar 2026 |
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| Ameriprise Financial | 7.9M | $242M | -8% | Mar 2026 |
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| Mariner Wealth Advisors | 7.6M | $233M | 10% | Mar 2026 |
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| Keystone Financial Planning | 6.8M | $208M | 12% | Mar 2026 |
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| Cambridge Investment Research Advisors | 6.5M | $201M | 3% | Mar 2026 |
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| CIBC World Markets | 6.2M | $189M | -12% | Mar 2026 |
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| Honkamp Krueger Financial Services | 5.5M | $169M | -46% | Mar 2026 |
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| CWM | 5.5M | $151M | 2% | Dec 2025 |
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| Mml Investors Services | 5.4M | $165M | -15% | Mar 2026 |
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| HHM Wealth Advisors | 5.2M | $158M | 3% | Mar 2026 |
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| HighTower Advisors | 5.1M | $158M | -5% | Mar 2026 |
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| Creative Planning | 4.4M | $135M | 2% | Mar 2026 |
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| Keybank National Association | 3.8M | $118M | 8% | Mar 2026 |
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| Kestra Advisory Services | 3.5M | $108M | 4% | Mar 2026 |
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| Susquehanna International | 3.5M | $96M | 22% | Dec 2025 |
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| Branch Banking & Trust Company | 3.2M | $98M | -18% | Mar 2026 |
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| Jones Financial Companies, L.L | 3.1M | $86M | 9% | Dec 2025 |
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| Berger Financial Group | 3.0M | $92M | -5% | Mar 2026 |
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| Cresset Asset Management | 2.8M | $86M | 7% | Mar 2026 |
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| Fifth Third Bancorp | 2.7M | $84M | 7% | Mar 2026 |
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| Hanson McClain Advisors | 2.7M | $75M | 21% | Dec 2025 |
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| ValMark Advisers | 2.7M | $82M | 1% | Mar 2026 |
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| Asset Advisors Investment Management | 2.5M | $77M | -1% | Mar 2026 |
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| HPM Partners | 2.5M | $77M | -54% | Mar 2026 |
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| Bouchey Financial | 2.4M | $73M | -7% | Mar 2026 |
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| Stifel Financial | 2.3M | $71M | 3% | Mar 2026 |
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| MAI Wealth Advisors | 2.3M | $71M | 3% | Mar 2026 |
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| Mercer Global Advisors | 2.3M | $71M | 28% | Mar 2026 |
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| Golden Reserve Retirement | 2.3M | $70M | -5% | Mar 2026 |
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| Baird Financial | 2.1M | $58M | -45% | Dec 2025 |
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| Charles Schwab Trust Bank | 2.1M | $63M | -17% | Mar 2026 |
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| Citadel Advisors | 2.1M | $63M | 50% | Mar 2026 |
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| Summit Asset Management | 2.1M | $63M | 1% | Mar 2026 |
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| Focus Financial Network | 2.0M | $61M | -9% | Mar 2026 |
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| D.A. Davidson & Co. | 2.0M | $60M | -12% | Mar 2026 |
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| Howard Financial Services | 1.9M | $60M | -1% | Mar 2026 |
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| Harbour Investments | 1.9M | $59M | 19% | Mar 2026 |
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| Summit Financial Wealth Advisors | 1.9M | $59M | -3% | Mar 2026 |
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| United Capital Financial Advisers | 1.9M | $59M | 3% | Mar 2026 |
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| CVA Family Office | 1.9M | $59M | -4% | Mar 2026 |
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| MCF Advisors | 1.8M | $56M | 487% | Mar 2026 |
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| Paradiem | 1.8M | $56M | 100% | Mar 2026 |
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| Allied Investment Advisors | 1.8M | $56M | 2% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 1.8M | $56M | 3% | Mar 2026 |
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| Stephens | 1.8M | $56M | 6% | Mar 2026 |
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| Whelan Financial | 1.8M | $55M | 0% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 1.7M | $53M | -8% | Mar 2026 |
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| Scott Capital Advisors | 1.7M | $53M | -2% | Mar 2026 |
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| Burkett Financial Services | 1.7M | $53M | 0% | Mar 2026 |
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| Spinnaker Investment Group | 1.7M | $53M | -8% | Mar 2026 |
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| Main Street Financial Solutions | 1.7M | $46M | -10% | Dec 2025 |
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| Warren Averett Asset Management | 1.7M | $46M | 0% | Dec 2025 |
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| Rsm Us Wealth Management | 1.7M | $51M | 20% | Mar 2026 |
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| Sarver Vrooman Wealth Advisors | 1.7M | $51M | 0% | Mar 2026 |
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| HB Wealth Management | 1.6M | $50M | 4% | Mar 2026 |
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| Northwest Quadrant Wealth Management | 1.6M | $50M | 2% | Mar 2026 |
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| Mirae Asset Global Investments | 1.6M | $50M | 93% | Mar 2026 |
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| Captrust Financial Advisors | 1.6M | $44M | -5% | Dec 2025 |
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| CGC Financial Services | 1.6M | $50M | -1% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.6M | $49M | 3% | Mar 2026 |
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| Cullen Frost Bankers | 1.6M | $49M | -14% | Mar 2026 |
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| Retirement Network | 1.6M | $49M | 3% | Mar 2026 |
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| Advantus Capital Management | 1.6M | $49M | 0% | Mar 2026 |
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| Colony | 1.6M | $43M | 3% | Dec 2025 |
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| Evergreen Advisors | 1.6M | $48M | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 1.5M | $42M | -8% | Dec 2025 |
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| Merit Financial Group | 1.5M | $47M | -2% | Mar 2026 |
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| Keudell/Morrison Wealth Management | 1.5M | $47M | -4% | Mar 2026 |
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| Victory Financial Group | 1.5M | $47M | -10% | Mar 2026 |
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| Noble Family Wealth | 1.5M | $46M | 5% | Mar 2026 |
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| Gail Mannix | 1.5M | $45M | 1% | Mar 2026 |
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| Cedar Wealth Management | 1.4M | $40M | 0% | Dec 2025 |
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| Private Advisor | 1.4M | $44M | -7% | Mar 2026 |
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| Janney Montgomery Scott | 1.4M | $43M | 7% | Mar 2026 |
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| American Financial Advisors | 1.4M | $42M | -3% | Mar 2026 |
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| Curran Financial Partners | 1.4M | $42M | 6% | Mar 2026 |
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| LVW Advisors | 1.3M | $41M | -40% | Mar 2026 |
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| Farther Finance Advisors | 1.3M | $41M | 30% | Mar 2026 |
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| Aptus Capital Advisors | 1.3M | $41M | -3% | Mar 2026 |
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| ForthRight Wealth Management | 1.3M | $40M | 2% | Mar 2026 |
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| Thrivent Financial for Lutherans | 1.3M | $39M | -6% | Mar 2026 |
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| Equitable Holdings | 1.3M | $35M | 11% | Mar 2026 |
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| Buckingham Strategic Partners | 1.2M | $38M | -6% | Mar 2026 |
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| CRA Financial Services | 1.2M | $37M | 1% | Mar 2026 |
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| First Command Advisory Services | 1.2M | $36M | 2% | Mar 2026 |
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| David Vaughan Investments | 1.2M | $36M | -3% | Mar 2026 |
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| Intergy Private Wealth | 1.2M | $35M | 7% | Mar 2026 |
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| Steele Capital Management | 1.1M | $35M | 0% | Mar 2026 |
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| LLBH Private Wealth Management | 1.1M | $31M | 6% | Dec 2025 |
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| Integrated Wealth Concepts | 1.1M | $34M | 206% | Mar 2026 |
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| PFG Advisors | 1.1M | $34M | 47% | Mar 2026 |
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| William Blair $ Company | 1.1M | $34M | 0% | Mar 2026 |
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| Souders Financial Advisors | 1.1M | $33M | 0% | Mar 2026 |
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| eCIO | 1.0M | $31M | -6% | Mar 2026 |
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| Independent Advisor Alliance | 1.0M | $31M | 591% | Mar 2026 |
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| Albion Financial Group | 1.0M | $31M | 0% | Mar 2026 |
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| Great Valley Advisor Group | 998k | $31M | 4% | Mar 2026 |
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| Aspire Capital Advisors | 981k | $30M | -8% | Mar 2026 |
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| Whitaker-Myers Wealth Managers | 981k | $30M | 0% | Mar 2026 |
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| Ausdal Financial Partners | 967k | $30M | -4% | Mar 2026 |
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| Regal Investment Advisors | 966k | $27M | -4% | Dec 2025 |
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| Bank of New York Mellon | 965k | $30M | 16% | Mar 2026 |
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| Financial Insights | 941k | $29M | 3% | Mar 2026 |
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| Newman Dignan & Sheerar | 940k | $29M | -2% | Mar 2026 |
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| Eagle Capital Management | 929k | $29M | 0% | Mar 2026 |
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| Regimen Wealth | 928k | $29M | 28% | Mar 2026 |
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| Goss Wealth Management | 922k | $28M | -12% | Mar 2026 |
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| Sanctuary Advisors | 911k | $28M | 83% | Mar 2026 |
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| Capital Fund Management | 898k | $28M | -10% | Mar 2026 |
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| Walker Financial Services | 891k | $27M | -14% | Mar 2026 |
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| Central Trust & Investment | 889k | $27M | -6% | Mar 2026 |
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| Manning & Napier Advisors | 889k | $27M | 5% | Mar 2026 |
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| CI Private Wealth | 883k | $27M | 7% | Mar 2026 |
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| Rocky Mountain Advisers | 881k | $27M | 0% | Mar 2026 |
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| Stratos Wealth Partners | 880k | $27M | -16% | Mar 2026 |
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| Pathstone Holdings | 877k | $27M | -3% | Mar 2026 |
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| Capital Advantage | 873k | $27M | 0% | Mar 2026 |
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| Wealth Management Resources | 871k | $27M | 0% | Mar 2026 |
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| Sigma Planning | 870k | $27M | 4% | Mar 2026 |
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| Iwamoto Kong & Co | 868k | $24M | 10% | Dec 2025 |
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| Moneta Group Investment Advisors | 865k | $27M | 3% | Mar 2026 |
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| McCarthy Asset Management | 816k | $22M | -3% | Dec 2025 |
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| Jane Street | 815k | $25M | 39% | Mar 2026 |
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| Joule Financial | 811k | $25M | -1% | Mar 2026 |
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| Jaffetilchin Investment Partners | 810k | $25M | 24% | Mar 2026 |
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| AdvisorNet Financial | 806k | $25M | -6% | Mar 2026 |
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| Ledyard National Bank | 802k | $25M | 6% | Mar 2026 |
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| Wit | 787k | $22M | 0% | Dec 2025 |
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| Leo Wealth | 787k | $24M | -2% | Mar 2026 |
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| Advisors Preferred | 785k | $24M | 7% | Mar 2026 |
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| Dagco | 782k | $24M | 12% | Mar 2026 |
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| Tradition Wealth Management | 779k | $21M | -1% | Dec 2025 |
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| Brookstone Capital Management | 765k | $24M | 25% | Mar 2026 |
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| MJT & Associates Financial Advisory Group | 757k | $23M | -4% | Mar 2026 |
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| Burns Wealth Management | 718k | $22M | -5% | Mar 2026 |
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| Wealthcare Advisory Partners | 717k | $22M | -16% | Mar 2026 |
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| IFP Advisors | 695k | $21M | -11% | Mar 2026 |
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| LongView Wealth Management | 663k | $20M | -16% | Mar 2026 |
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| Integrated Advisors Network | 644k | $20M | -20% | Mar 2026 |
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| Lodestar Private Asset Management | 643k | $20M | -17% | Mar 2026 |
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| Lido Advisors | 643k | $20M | -46% | Mar 2026 |
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| D. E. Shaw & Co | 640k | $20M | -59% | Mar 2026 |
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| Ameritas Advisory Services | 606k | $19M | -23% | Mar 2026 |
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| Planning Directions | 485k | $15M | -64% | Mar 2026 |
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| Smithbridge Asset Management | 427k | $13M | -45% | Mar 2026 |
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| Financial Consulate | 414k | $13M | -48% | Mar 2026 |
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| Nadler Financial | 126k | $3.9M | -85% | Mar 2026 |
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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 |
| Jpmorgan Chase & Co | Sep 2025 | 4.6M | $126M |
| Argent Capital Management | Dec 2025 | 1.1M | $30M |
| Creekmur Asset Management | Sep 2025 | 778k | $21M |