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 |
|---|---|---|---|---|---|
| LPL Financial | 10M | $740M | 12% | Mar 2023 |
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| Ameriprise Financial | 9.8M | $716M | 14% | Mar 2023 |
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| Charles Schwab Investment Advisory | 9.6M | $702M | 3% | Mar 2023 |
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| Wealthfront Advisers | 8.7M | $638M | -24% | Mar 2023 |
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| Bank of America Corporation | 7.8M | $568M | 8% | Mar 2023 |
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| Morgan Stanley | 7.7M | $584M | 100% | Dec 2022 |
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| Northwestern Mutual Wealth Management Company | 7.6M | $575M | 18% | Dec 2022 |
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| H D Vest Advisory Services | 7.0M | $511M | 7% | Mar 2023 |
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| Sontag Advisory | 6.0M | $442M | 1% | Mar 2023 |
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| Envestnet Asset Management | 5.3M | $387M | 1% | Mar 2023 |
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| UBS Group | 4.8M | $354M | 3% | Mar 2023 |
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| Raymond James Financial Services Advisors | 4.8M | $349M | 10% | Mar 2023 |
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| Advisor Group Holdings | 4.7M | $341M | 6% | Mar 2023 |
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| Commonwealth Equity Services | 4.0M | $293M | 14% | Mar 2023 |
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| Wells Fargo & Company | 4.0M | $302M | 51% | Dec 2022 |
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| Honkamp Krueger Financial Services | 3.6M | $260M | 1% | Mar 2023 |
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| Jpmorgan Chase & Co | 3.4M | $251M | -35% | Mar 2023 |
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| Orgel Wealth Management | 3.4M | $250M | -3% | Mar 2023 |
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| Merit Financial Group | 3.3M | $243M | 3% | Mar 2023 |
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| Cetera Investment Advisers | 2.6M | $188M | 6% | Mar 2023 |
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| CI Private Wealth | 2.1M | $154M | 17% | Mar 2023 |
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| Cambridge Investment Research Advisors | 2.0M | $148M | 8% | Mar 2023 |
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| CWM | 2.0M | $146M | 5% | Mar 2023 |
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| Mariner Wealth Advisors | 2.0M | $150M | 14% | Dec 2022 |
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| Royal Bank of Canada | 1.8M | $133M | 29% | Dec 2022 |
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| Fifth Third Bancorp | 1.7M | $128M | 13% | Mar 2023 |
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| Raymond James & Associates | 1.7M | $122M | 20% | Mar 2023 |
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| Keybank National Association | 1.6M | $114M | 2% | Mar 2023 |
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| Cassaday & Co Wealth Management | 1.5M | $112M | 8% | Mar 2023 |
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| Parallel Advisors | 1.5M | $110M | 34% | Mar 2023 |
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| Keystone Financial Planning | 1.5M | $108M | 7% | Mar 2023 |
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| Creative Planning | 1.5M | $110M | 30% | Dec 2022 |
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| Central Trust & Investment | 1.5M | $107M | 4% | Mar 2023 |
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| HighTower Advisors | 1.4M | $103M | -7% | Mar 2023 |
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| HHM Wealth Advisors | 1.3M | $98M | 4% | Mar 2023 |
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| Asset Advisors Investment Management | 1.3M | $98M | -1% | Mar 2023 |
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| Bp Wealth Management | 1.3M | $100M | 8% | Dec 2022 |
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| First Republic Investment Management | 1.2M | $91M | 22% | Mar 2023 |
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| Susquehanna International | 1.2M | $90M | 26% | Mar 2023 |
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| Kestra Advisory Services | 1.2M | $88M | 37% | Mar 2023 |
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| Branch Banking & Trust Company | 1.2M | $87M | 3% | Mar 2023 |
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| Mml Investors Services | 1.2M | $86M | -1% | Mar 2023 |
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| Charles Schwab Investment Management | 1.0M | $74M | 2% | Mar 2023 |
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| Fiduciary Trust Company | 985k | $72M | 174% | Mar 2023 |
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| D.A. Davidson & Co. | 959k | $70M | 13% | Mar 2023 |
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| Rezny Wealth Management | 884k | $65M | 9696% | Mar 2023 |
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| Advantus Capital Management | 858k | $63M | 0% | Mar 2023 |
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| Stifel Financial | 857k | $65M | 58% | Dec 2022 |
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| Resources Investment Advisors | 792k | $58M | -24% | Mar 2023 |
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| Gerber Kawasaki Wealth & Investment Management | 779k | $57M | -4% | Mar 2023 |
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| CVA Family Office | 765k | $56M | 4% | Mar 2023 |
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| Ameritas Advisory Services | 754k | $55M | -6% | Mar 2023 |
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| Bard Financial Services | 720k | $53M | 7% | Mar 2023 |
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| ValMark Advisers | 708k | $52M | 8% | Mar 2023 |
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| Cowa | 708k | $3.1M | 1252% | Mar 2023 |
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| Cullen Frost Bankers | 698k | $51M | 13% | Mar 2023 |
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| HPM Partners | 687k | $50M | 1483% | Mar 2023 |
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| Gail Mannix | 646k | $47M | 5% | Mar 2023 |
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| Kohmann Bosshard Financial Services | 644k | $47M | 5% | Mar 2023 |
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| Financial Network Investment Corporation | 639k | $48M | 53% | Dec 2022 |
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| Howard Financial Services | 623k | $46M | -1% | Mar 2023 |
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| Private Advisor | 620k | $45M | 6% | Mar 2023 |
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| LVW Advisors | 581k | $43M | 35% | Mar 2023 |
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| Bouchey Financial | 577k | $42M | 3% | Mar 2023 |
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| Baird Financial | 571k | $43M | 51% | Dec 2022 |
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| JJJ Advisors | 565k | $42M | -12% | Mar 2023 |
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| Atria Wealth Solutions | 556k | $41M | -6% | Mar 2023 |
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| Legacy Financial Strategies | 550k | $40M | 0% | Mar 2023 |
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| Multi-Financial Securities | 543k | $41M | 9% | Dec 2022 |
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| Summit Asset Management | 541k | $40M | 0% | Mar 2023 |
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| Coastal Capital Group | 536k | $39M | -3% | Mar 2023 |
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| Davidson Capital Management | 535k | $39M | 14% | Mar 2023 |
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| HB Wealth Management | 535k | $39M | 2% | Mar 2023 |
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| Hennion & Walsh Asset Management | 530k | $39M | 0% | Mar 2023 |
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| Sigma Planning | 487k | $36M | 23% | Mar 2023 |
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| Whelan Financial | 486k | $36M | 2% | Mar 2023 |
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| Marquette Asset Management | 486k | $36M | 33% | Mar 2023 |
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| Spinnaker Investment Group | 471k | $35M | 4% | Mar 2023 |
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| Systelligence | 469k | $34M | 2% | Mar 2023 |
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| Goss Wealth Management | 469k | $34M | 7% | Mar 2023 |
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| Kellett Schaffner Wealth Advisors | 457k | $33M | 1% | Mar 2023 |
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| Wealth Management Solutions | 452k | $33M | 21% | Mar 2023 |
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| Brio Consultants | 452k | $33M | 8% | Mar 2023 |
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| ESL Trust Services | 448k | $34M | 1% | Dec 2022 |
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| Milestone Investment Advisors | 447k | $33M | 3% | Mar 2023 |
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| Sunburst Financial Group | 441k | $32M | 2% | Mar 2023 |
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| Scott Capital Advisors | 431k | $32M | 2% | Mar 2023 |
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| Strategic Investment Solutions | 429k | $34M | 100% | Dec 2022 |
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| Tradition Wealth Management | 420k | $31M | 1% | Mar 2023 |
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| JNBA Financial Advisors | 409k | $30M | 2% | Mar 2023 |
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| Reliant Wealth Planning | 405k | $30M | -1% | Mar 2023 |
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| Integrated Wealth Concepts | 403k | $30M | 46% | Mar 2023 |
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| Per Stirling Capital Management | 400k | $30M | 100% | Dec 2022 |
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| Evergreen Advisors | 397k | $29M | 4% | Mar 2023 |
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| RFG Advisory | 394k | $29M | 2% | Mar 2023 |
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| Adamsbrown Wealth Consultants | 391k | $29M | 13% | Mar 2023 |
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| American Trust | 379k | $13M | 40% | Mar 2023 |
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| Main Street Financial Solutions | 378k | $28M | 3% | Mar 2023 |
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| James J. Burns & Company | 376k | $28M | 63% | Mar 2023 |
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| Lodestar Private Asset Management | 375k | $27M | 3% | Mar 2023 |
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| Axxcess Wealth Management | 375k | $27M | 10% | Mar 2023 |
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| Pinkerton Retirement Specialists | 374k | $27M | 1% | Mar 2023 |
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| Citadel Advisors | 373k | $27M | -42% | Mar 2023 |
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| Nadler Financial | 370k | $27M | 10% | Mar 2023 |
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| Beacon Pointe Advisors | 369k | $27M | 19% | Mar 2023 |
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| Soltis Investment Advisors | 368k | $27M | 5% | Mar 2023 |
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| Principle Wealth Partners | 364k | $27M | 6% | Mar 2023 |
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| Koshinski Asset Management | 363k | $27M | 10% | Mar 2023 |
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| Windsor Group | 356k | $26M | -3% | Mar 2023 |
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| McCarthy Asset Management | 351k | $26M | 0% | Mar 2023 |
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| Integrated Advisors Network | 345k | $25M | 57% | Mar 2023 |
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| Captrust Financial Advisors | 344k | $25M | 1% | Mar 2023 |
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| Lincoln National | 336k | $25M | 27% | Mar 2023 |
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| Sharkey, Howes & Javer | 334k | $24M | -30% | Mar 2023 |
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| Mercer Global Advisors | 330k | $24M | -32% | Mar 2023 |
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| David Vaughan Investments | 329k | $24M | 1% | Mar 2023 |
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| Reitz Capital Advisors | 327k | $24M | 1% | Mar 2023 |
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| TruWealth Advisors | 326k | $24M | 310% | Mar 2023 |
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| RMB Capital Management | 322k | $24M | -2% | Mar 2023 |
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| Berger Financial Group | 321k | $24M | 32% | Mar 2023 |
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| Hudock Moyer Wealth Resources | 319k | $23M | 99% | Mar 2023 |
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| Financial Architects | 313k | $24M | 3% | Dec 2022 |
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| Stewardship Advisors | 313k | $23M | -3% | Mar 2023 |
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| Goldman Sachs Group | 311k | $23M | 108% | Mar 2023 |
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| IAM Advisory | 310k | $23M | 0% | Mar 2023 |
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| Janney Montgomery Scott | 309k | $23M | -1% | Mar 2023 |
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| Members Advisory Group | 309k | $23M | -1% | Mar 2023 |
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| Noble Family Wealth | 308k | $23M | 100% | Mar 2023 |
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| Pinnacle Wealth Management Advisory | 307k | $22M | 5% | Mar 2023 |
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| Venture Visionary Partners | 306k | $22M | 6% | Mar 2023 |
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| Colony Group | 305k | $22M | -5% | Mar 2023 |
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| Leavell Investment Management | 305k | $22M | 0% | Mar 2023 |
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| Wolverine Trading | 302k | $22M | 36% | Mar 2023 |
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| Global Retirement Partners | 298k | $21M | 29% | Mar 2023 |
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| JRM Investment Counsel | 297k | $23M | 4% | Dec 2022 |
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| Ausdal Financial Partners | 296k | $22M | 6% | Mar 2023 |
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| Carolinas Wealth Consulting | 296k | $22M | -2% | Mar 2023 |
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| Steward Partners Investment Advisory | 292k | $22M | 13% | Dec 2022 |
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| Wealthcare Advisory Partners | 290k | $21M | 28% | Mar 2023 |
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| AllGen Financial Advisors | 290k | $21M | -1% | Mar 2023 |
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| Cedar Wealth Management | 287k | $22M | 144% | Dec 2022 |
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| Mutual Advisors | 286k | $21M | 26% | Mar 2023 |
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| CRA Financial Services | 284k | $21M | 9% | Mar 2023 |
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| Hengehold Capital Management | 281k | $21M | -5% | Mar 2023 |
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| Equitable Holdings | 279k | $20M | 0% | Mar 2023 |
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| Retirement Network | 279k | $21M | 15% | Dec 2022 |
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| Veritable | 277k | $20M | 74% | Mar 2023 |
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| Eagle Capital Management | 269k | $20M | 436% | Mar 2023 |
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| Capital Advantage | 269k | $20M | -2% | Mar 2023 |
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| Walker Financial Services | 265k | $19M | 100% | Mar 2023 |
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| Souders Financial Advisors | 255k | $19M | -25% | Mar 2023 |
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| IFP Advisors | 221k | $11M | -38% | Mar 2023 |
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| Madison Asset Management | 200k | $15M | -52% | Mar 2023 |
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| Atlantic Trust | 167k | $33M | -52% | Mar 2023 |
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| Jane Street | 135k | $9.9M | -69% | Mar 2023 |
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| B&D White Capital Company | 47k | $3.4M | -90% | Mar 2023 |
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| Meitav Dash Investments | 40k | $2.9M | -98% | Mar 2023 |
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| DT Investment Partners | 3.3k | $226k | -99% | Mar 2023 |
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Who sold out of Schwab Strategic Tr us dividend eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2022 | 1.3M | $101M |
| Bogart Wealth | Dec 2022 | 624k | $47M |
| Portfolio Strategies | Dec 2022 | 416k | $31M |
| CVS HEALTH Corp | Dec 2022 | 297k | $22M |