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 |
|---|---|---|---|---|---|
| LPL Financial | 11M | $869M | 3% | Jun 2024 |
|
| Charles Schwab Investment Management | 10M | $791M | 2338% | Jun 2024 |
|
| Morgan Stanley | 9.3M | $721M | 1% | Jun 2024 |
|
| Sumitomo Life Insurance | 8.9M | $678M | 41% | Jun 2024 |
|
| H D Vest Advisory Services | 8.3M | $643M | 6% | Jun 2024 |
|
| Bank of America Corporation | 7.6M | $590M | 5% | Jun 2024 |
|
| Ameriprise Financial | 6.7M | $541M | 100% | Mar 2024 |
|
| Envestnet Asset Management | 6.0M | $470M | -1% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 5.9M | $455M | 2% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 5.8M | $453M | -4% | Jun 2024 |
|
| Wealthfront Advisers | 5.0M | $386M | -3% | Jun 2024 |
|
| Sontag Advisory | 4.9M | $383M | -2% | Jun 2024 |
|
| UBS Group | 4.7M | $379M | 0% | Mar 2024 |
|
| Advisor Group Holdings | 4.2M | $338M | -4% | Mar 2024 |
|
| Orgel Wealth Management | 4.2M | $326M | 1% | Jun 2024 |
|
| Commonwealth Equity Services | 4.0M | $310M | -10% | Jun 2024 |
|
| Wells Fargo & Company | 3.9M | $306M | -2% | Jun 2024 |
|
| Honkamp Krueger Financial Services | 3.6M | $278M | -1% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 3.5M | $274M | 5% | Jun 2024 |
|
| Strategic Financial Concepts | 3.1M | $1.7B | 5260% | Jun 2024 |
|
| Royal Bank of Canada | 2.8M | $217M | -27% | Jun 2024 |
|
| Mariner Wealth Advisors | 2.2M | $170M | -3% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 2.1M | $166M | -6% | Jun 2024 |
|
| Cetera Investment Advisers | 2.0M | $154M | -6% | Jun 2024 |
|
| Cresset Asset Management | 1.8M | $147M | 232% | Mar 2024 |
|
| Charles Schwab Trust Bank | 1.8M | $139M | -2% | Jun 2024 |
|
| Keystone Financial Planning | 1.8M | $137M | 16% | Jun 2024 |
|
| Cassaday & Co Wealth Management | 1.7M | $135M | 3% | Jun 2024 |
|
| Raymond James & Associates | 1.7M | $129M | -14% | Jun 2024 |
|
| HighTower Advisors | 1.6M | $127M | -1% | Jun 2024 |
|
| Mml Investors Services | 1.6M | $127M | 4% | Jun 2024 |
|
| HHM Wealth Advisors | 1.5M | $119M | 2% | Jun 2024 |
|
| Kestra Advisory Services | 1.5M | $118M | 13% | Jun 2024 |
|
| Susquehanna International | 1.5M | $115M | -21% | Jun 2024 |
|
| Jpmorgan Chase & Co | 1.5M | $114M | -61% | Jun 2024 |
|
| Creative Planning | 1.3M | $102M | 1% | Jun 2024 |
|
| Cullen Frost Bankers | 1.3M | $99M | 0% | Jun 2024 |
|
| CI Private Wealth | 1.3M | $98M | -11% | Jun 2024 |
|
| Keybank National Association | 1.2M | $96M | -3% | Jun 2024 |
|
| Diversified | 1.2M | $92M | 5% | Jun 2024 |
|
| Baird Financial | 1.2M | $95M | 1% | Mar 2024 |
|
| LVW Advisors | 1.2M | $92M | 3% | Jun 2024 |
|
| Branch Banking & Trust Company | 1.2M | $90M | -19% | Jun 2024 |
|
| HPM Partners | 1.1M | $89M | 1% | Jun 2024 |
|
| CWM | 1.1M | $87M | -7% | Jun 2024 |
|
| Fifth Third Bancorp | 1.1M | $86M | -6% | Jun 2024 |
|
| D.A. Davidson & Co. | 1.1M | $84M | 2% | Jun 2024 |
|
| Asset Advisors Investment Management | 1.0M | $81M | -18% | Jun 2024 |
|
| Focus Financial Network | 1000k | $82M | -2% | Jun 2024 |
|
| Japan Science & Technology Agency | 970k | $75M | 0% | Jun 2024 |
|
| Ameritas Advisory Services | 866k | $67M | -1% | Jun 2024 |
|
| Syntrinsic | 842k | $66M | 0% | Jun 2024 |
|
| ValMark Advisers | 839k | $65M | 2% | Jun 2024 |
|
| Stifel Financial | 807k | $63M | -8% | Jun 2024 |
|
| Harbour Investments | 804k | $63M | 4% | Jun 2024 |
|
| CVA Family Office | 755k | $59M | 2% | Jun 2024 |
|
| Bouchey Financial | 754k | $59M | -7% | Jun 2024 |
|
| Berger Financial Group | 707k | $57M | 86% | Mar 2024 |
|
| CGC Financial Services | 696k | $54M | 2% | Jun 2024 |
|
| Merit Financial Group | 687k | $54M | -78% | Mar 2024 |
|
| Marquette Asset Management | 672k | $52M | 3% | Jun 2024 |
|
| Steward Partners Investment Advisory | 654k | $51M | 10% | Jun 2024 |
|
| Central Trust & Investment | 654k | $51M | -39% | Jun 2024 |
|
| Gail Mannix | 651k | $51M | 1% | Jun 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 645k | $50M | -2% | Jun 2024 |
|
| Howard Financial Services | 628k | $49M | 4% | Jun 2024 |
|
| Colony | 620k | $48M | 100% | Jun 2024 |
|
| Reliant Wealth Planning | 605k | $47M | 3% | Jun 2024 |
|
| Summit Asset Management | 598k | $47M | 3% | Jun 2024 |
|
| ESL Trust Services | 587k | $46M | 5% | Jun 2024 |
|
| Thrivent Financial for Lutherans | 566k | $46M | 100% | Mar 2024 |
|
| Summit Financial Wealth Advisors | 555k | $43M | 3% | Jun 2024 |
|
| Hanson McClain Advisors | 549k | $45M | 182% | Jun 2024 |
|
| Whelan Financial | 538k | $42M | 3% | Jun 2024 |
|
| Advantus Capital Management | 527k | $41M | 0% | Jun 2024 |
|
| Spinnaker Investment Group | 522k | $41M | 1% | Jun 2024 |
|
| Scott Capital Advisors | 519k | $40M | 2% | Jun 2024 |
|
| Principle Wealth Partners | 514k | $40M | -2% | Jun 2024 |
|
| Legacy Financial Strategies | 513k | $40M | 0% | Jun 2024 |
|
| Private Advisor | 504k | $39M | -14% | Jun 2024 |
|
| HB Wealth Management | 500k | $39M | 0% | Jun 2024 |
|
| Burkett Financial Services | 498k | $39M | 0% | Jun 2024 |
|
| True Link Financial Advisors | 481k | $37M | 3% | Jun 2024 |
|
| Adamsbrown Wealth Consultants | 479k | $37M | 3% | Jun 2024 |
|
| Cedar Wealth Management | 463k | $36M | 2% | Jun 2024 |
|
| Main Street Financial Solutions | 458k | $37M | 7% | Mar 2024 |
|
| Beacon Pointe Advisors | 456k | $36M | -5% | Jun 2024 |
|
| Atria Wealth Solutions | 450k | $35M | 3% | Jun 2024 |
|
| Richardson Capital Management | 449k | $35M | 4% | Jun 2024 |
|
| Evergreen Advisors | 445k | $35M | 4% | Jun 2024 |
|
| Goss Wealth Management | 438k | $34M | 12% | Jun 2024 |
|
| Victory Financial Group | 435k | $34M | 100% | Jun 2024 |
|
| Olympus Wealth Management | 430k | $33M | 81% | Jun 2024 |
|
| Equitable Holdings | 430k | $33M | 6% | Jun 2024 |
|
| Wealthcare Advisory Partners | 429k | $33M | -3% | Jun 2024 |
|
| Steele Capital Management | 425k | $33M | -3% | Jun 2024 |
|
| Founders Financial Securities | 421k | $33M | 1% | Jun 2024 |
|
| Assetmark | 419k | $33M | 385% | Jun 2024 |
|
| Venture Visionary Partners | 417k | $33M | -1% | Jun 2024 |
|
| Bank Of Oklahoma National Association / | 417k | $33M | -44% | Mar 2024 |
|
| Cornerstone Planning Group | 412k | $32M | 7% | Mar 2024 |
|
| Retirement Network | 409k | $32M | 5% | Jun 2024 |
|
| Sunburst Financial Group | 409k | $32M | -4% | Jun 2024 |
|
| Silver Coast Investments | 406k | $32M | 5% | Jun 2024 |
|
| Kohmann Bosshard Financial Services | 401k | $31M | -29% | Jun 2024 |
|
| MAI Wealth Advisors | 400k | $31M | 54% | Jun 2024 |
|
| Warren Averett Asset Management | 391k | $32M | 291% | Mar 2024 |
|
| David Vaughan Investments | 387k | $30M | 3% | Jun 2024 |
|
| JNBA Financial Advisors | 386k | $30M | -21% | Jun 2024 |
|
| Northwest Quadrant Wealth Management | 369k | $29M | 4% | Jun 2024 |
|
| American Financial Advisors | 363k | $28M | 5% | Jun 2024 |
|
| WFA Asset Management Corp | 362k | $28M | -13% | Jun 2024 |
|
| Nadler Financial | 361k | $28M | 1% | Jun 2024 |
|
| Regimen Wealth | 361k | $28M | 0% | Jun 2024 |
|
| Noble Family Wealth | 361k | $28M | 4% | Jun 2024 |
|
| Lodestar Private Asset Management | 360k | $28M | 2% | Jun 2024 |
|
| Hudock Moyer Wealth Resources | 359k | $28M | 1% | Jun 2024 |
|
| William Blair $ Company | 359k | $28M | 278% | Jun 2024 |
|
| Walker Financial Services | 354k | $28M | 9% | Jun 2024 |
|
| Fiduciary Trust Company | 353k | $28M | -49% | Jun 2024 |
|
| Integrated Advisors Network | 352k | $27M | 17% | Jun 2024 |
|
| Asset Allocation Strategies | 352k | $27M | 3% | Jun 2024 |
|
| Horizon Investments | 350k | $27M | 4% | Jun 2024 |
|
| Planning Directions | 348k | $27M | 4% | Jun 2024 |
|
| Integrated Wealth Concepts | 344k | $27M | 1% | Jun 2024 |
|
| Janney Montgomery Scott | 341k | $27M | 3% | Jun 2024 |
|
| CRA Financial Services | 334k | $26M | 3% | Jun 2024 |
|
| Captrust Financial Advisors | 333k | $26M | 1% | Jun 2024 |
|
| Apexium Financial | 332k | $26M | 7% | Jun 2024 |
|
| Citadel Advisors | 328k | $26M | -27% | Jun 2024 |
|
| Aspire Capital Advisors | 328k | $26M | 2% | Jun 2024 |
|
| Rocky Mountain Advisers | 328k | $26M | 0% | Jun 2024 |
|
| Pinnacle Wealth Management Advisory | 317k | $25M | 3% | Jun 2024 |
|
| Kuehl Shepherd Kozlowski & Associates | 314k | $24M | 6% | Jun 2024 |
|
| Souders Financial Advisors | 313k | $24M | 4% | Jun 2024 |
|
| ForthRight Wealth Management | 307k | $24M | 8% | Jun 2024 |
|
| McCarthy Asset Management | 304k | $25M | 0% | Mar 2024 |
|
| Intergy Private Wealth | 304k | $24M | 5% | Jun 2024 |
|
| Carolinas Wealth Consulting | 300k | $24M | 2% | Jun 2024 |
|
| AllGen Financial Advisors | 296k | $23M | 4% | Jun 2024 |
|
| Sanctuary Advisors | 295k | $23M | 100% | Jun 2024 |
|
| RMB Capital Management | 295k | $23M | -7% | Jun 2024 |
|
| Sigma Planning | 292k | $23M | -23% | Jun 2024 |
|
| Oakmont Partners | 292k | $23M | -1% | Jun 2024 |
|
| Ausdal Financial Partners | 291k | $23M | -11% | Jun 2024 |
|
| Wealth Management Resources | 290k | $23M | 0% | Jun 2024 |
|
| Sweet Financial Partners | 288k | $22M | 0% | Jun 2024 |
|
| Mercer Global Advisors | 286k | $22M | 7% | Jun 2024 |
|
| Park Avenue Securities | 284k | $22M | 6% | Jun 2024 |
|
| Creekmur Asset Management | 283k | $22M | 45% | Jun 2024 |
|
| Members Advisory Group | 272k | $21M | -9% | Jun 2024 |
|
| Pathstone Holdings | 272k | $21M | -10% | Jun 2024 |
|
| Hengehold Capital Management | 267k | $21M | -25% | Jun 2024 |
|
| JJJ Advisors | 251k | $20M | -48% | Jun 2024 |
|
| Tradition Wealth Management | 249k | $19M | -23% | Jun 2024 |
|
| American Trust | 241k | $20M | -51% | Mar 2024 |
|
| TruWealth Advisors | 108k | $8.4M | -72% | Jun 2024 |
|
| Segment Wealth Management | 19k | $1.5M | -93% | Jun 2024 |
|
| Dechtman Wealth Management | 18k | $1.4M | -96% | Jun 2024 |
|
Who sold out of Schwab Strategic Tr us dividend eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Advisory | Mar 2024 | 9.7M | $784M |
| Qube Research & Technologies | Mar 2024 | 388k | $31M |