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 | ||
---|---|---|---|---|---|---|
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 |