Who owns Schwab Strategic Tr us dividend eq?

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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
Wealthfront Advisers 8.1M $592M 24% Mar 2021
Charles Schwab Investment Advisory 7.9M $575M 5% Mar 2021
Jpmorgan Chase & Co 4.5M $326M 125% Mar 2021
Sontag Advisory 4.4M $319M 59% Mar 2021
Ameriprise Financial 3.4M $245M 28% Mar 2021
Bank of America Corporation 3.0M $220M 18% Mar 2021
LPL Financial 2.9M $214M 20% Mar 2021
Orgel Wealth Management 2.9M $209M 7% Mar 2021
Envestnet Asset Management 2.8M $203M 55% Mar 2021
Honkamp Krueger Financial Services 2.7M $199M -24% Mar 2021
UBS Group 2.3M $168M 2% Mar 2021

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Advisor Group Holdings 1.9M $136M 24% Mar 2021
Commonwealth Equity Services 1.6M $119M 8% Mar 2021
Asset Advisors Investment Management 1.5M $111M 0% Mar 2021
Northwestern Mutual Wealth Management Company 1.4M $103M 201% Mar 2021
Keystone Financial Planning 1.2M $86M 5% Mar 2021
Cetera Investment Advisers 1.1M $82M 40% Mar 2021
Wells Fargo & Company 1.0M $73M 13% Mar 2021
Raymond James Financial Services Advisors 986k $72M 40% Mar 2021
Mariner Wealth Advisors 947k $69M -4% Mar 2021
HHM Wealth Advisors 911k $66M 3% Mar 2021
Keybank National Association 871k $64M 18% Mar 2021
Strategic Wealth Management Group 832k $61M 4% Mar 2021
D.A. Davidson & Co. 686k $50M 1% Mar 2021
Branch Banking & Trust Company 672k $49M 103% Mar 2021
Mercer Global Advisors 645k $47M 2% Mar 2021
Madison Asset Management 565k $41M 95% Mar 2021
Coastal Capital Group 553k $40M -1% Mar 2021
Royal Bank of Canada 522k $38M 12% Mar 2021
ESL Trust Services 479k $35M 13% Mar 2021
Central Trust & Investment 470k $34M 30% Mar 2021
Legacy Financial Strategies 468k $34M -13% Mar 2021
Cambridge Investment Research Advisors 465k $34M 30% Mar 2021
Hennion & Walsh Asset Management 461k $34M 100% Mar 2021
CVA Family Office 460k $34M 152% Mar 2021
Summit Asset Management 448k $33M -1% Mar 2021
JNBA Financial Advisors 444k $32M 7% Mar 2021
Howard Financial Services 440k $32M 12% Mar 2021
Bard Financial Services 435k $32M 5% Mar 2021
Gerber Kawasaki Wealth & Investment Management 431k $31M 10% Mar 2021
JJJ Advisors 428k $31M 72% Mar 2021
Mml Investors Services 404k $30M 32% Mar 2021
HighTower Advisors 384k $28M 30% Mar 2021
Colony Group 373k $27M 0% Mar 2021
Aurora Private Wealth 369k $27M 5% Mar 2021
Pinkerton Retirement Specialists 362k $26M -6% Mar 2021
Raymond James & Associates 356k $26M 69% Mar 2021
Enterprise Financial Services Corp 353k $26M -4% Mar 2021
Susquehanna International 351k $26M 12% Mar 2021
Resource Management 339k $25M 31% Mar 2021
Reitz Capital Advisors 338k $25M 9% Mar 2021
Integrated Advisors Network 338k $25M 175% Mar 2021
ValMark Advisers 324k $24M -2% Mar 2021
Tradition Wealth Management 324k $24M 6% Mar 2021
Capital Advantage 311k $23M 1% Mar 2021
Souders Financial Advisors 307k $22M 34% Mar 2021
Hengehold Capital Management 301k $22M 0% Mar 2021
McCarthy Asset Management 290k $21M 3% Mar 2021
Marquette Asset Management 279k $20M 7% Mar 2021
Charles Schwab Investment Management 275k $20M 100% Mar 2021
Stewardship Advisors 272k $20M 39% Mar 2021
H D Vest Advisory Services 269k $20M 25% Mar 2021
Clear Perspective Advisors 267k $19M 2% Mar 2021
Fifth Third Bancorp 266k $19M 177% Mar 2021
Taylor, Cottrill, Erickson & Associates 253k $19M 0% Mar 2021
United Capital Financial Advisers 248k $18M -1% Mar 2021
Visionary Wealth Advisors 244k $18M -9% Mar 2021
Koshinski Asset Management 240k $18M 32% Mar 2021
ProVise Management Group 235k $17M -5% Mar 2021
Gail Mannix 235k $17M 23% Mar 2021
David Vaughan Investments 234k $17M 11% Mar 2021
Cambridge Trust Company 234k $17M 100% Mar 2021
First Mercantile Trust Company 233k $17M -10% Mar 2021
Newman Dignan & Sheerar 231k $17M -90% Mar 2021
Baird Financial 230k $17M 148% Mar 2021
Kohmann Bosshard Financial Services 230k $17M 35% Mar 2021
Opus Investment Management 228k $17M 0% Mar 2021
Goss Wealth Management 226k $17M -2% Mar 2021
Sunburst Financial Group 222k $16M 11% Mar 2021
Main Street Financial Solutions 221k $16M 39% Mar 2021
DT Investment Partners 221k $16M 100% Mar 2021
Kestra Advisory Services 217k $16M -49% Mar 2021
Financial Counselors 208k $15M 33% Mar 2021
Manning & Napier Group 203k $15M 12% Mar 2021
Milestone Advisory Partners 202k $15M 10% Mar 2021
Geneos Wealth Management 198k $15M -4% Mar 2021
LVW Advisors 194k $14M 0% Mar 2021
Creative Planning 190k $14M -3% Mar 2021
Miracle Mile Advisors 187k $14M 7% Mar 2021
Retirement Network 182k $13M 7% Mar 2021
JRM Investment Counsel 181k $13M 100% Mar 2021
Fundamentun 180k $13M -10% Mar 2021
Thrivent Financial for Lutherans 168k $12M 50% Mar 2021
Shorepoint Capital Partners 168k $12M 1% Mar 2021
Carolinas Wealth Consulting 166k $12M 12% Mar 2021
Adams Chetwood Wealth Management 163k $12M -2% Mar 2021
Redhawk Wealth Advisors 163k $12M 100% Mar 2021
Bft Financial Group 159k $12M 21% Mar 2021
Acorn Wealth Advisors 156k $11M 2% Mar 2021
Ausdal Financial Partners 150k $11M 17% Mar 2021
First National Corp 150k $11M -2% Mar 2021
First Command Advisory Services 149k $11M -12% Mar 2021
Atlantic Trust 146k $11M 2% Mar 2021
BCS Wealth Management 146k $11M 1% Mar 2021
Charles Schwab Trust 145k $11M -20% Mar 2021
Islay Capital Management 144k $11M -2% Mar 2021
AE Wealth Management 143k $10M -81% Mar 2021
Ccg Wealth Management 138k $10M 37% Mar 2021
Courage Miller Partners 138k $10M 1% Mar 2021
Winthrop Advisory Group 138k $10M 0% Mar 2021
Private Advisor 137k $10M 32% Mar 2021
CRA Financial Services 136k $9.9M 12% Mar 2021
AdvisorNet Financial 134k $9.8M -12% Mar 2021
DDD Partners 133k $9.7M 3061% Mar 2021
Almanack Investment Partners 131k $9.5M 2717% Mar 2021
Venture Visionary Partners 130k $9.5M 49% Mar 2021
Davidson Capital Management 127k $9.3M 100% Mar 2021
Paradigm, Strategies in Wealth Management 127k $9.2M 100% Mar 2021
Barnett & Company 126k $9.2M 5% Mar 2021
Sigma Planning 124k $9.0M 22% Mar 2021
Regal Investment Advisors 123k $9.0M -5% Mar 2021
IFP Advisors 123k $8.9M 99% Mar 2021
Wipfli Financial Advisors Llc, 121k $8.8M 6% Mar 2021
Burleson & Company 115k $8.4M -5% Mar 2021
Aj Wealth Strategies 115k $8.4M 8% Mar 2021
DHJJ Financial Advisors 112k $8.2M 3% Mar 2021
Fiduciary Trust Company 111k $8.1M 139% Mar 2021
NBT Bank 111k $8.1M -7% Mar 2021
Planning Directions 111k $8.1M 0% Mar 2021
McMahon Financial Advisors 110k $8.0M 17% Mar 2021
Leavell Investment Management 109k $8.0M -3% Mar 2021
PFG Advisors 105k $7.7M 20% Mar 2021
Vista Private Wealth Partners 105k $5.8M -27% Mar 2021
Cowa 103k $7.5M 9% Mar 2021
Cardan Capital Partners 103k $7.5M 58% Mar 2021
Citadel Advisors 102k $7.4M 94% Mar 2021
SevenBridge Financial 101k $7.3M 1% Mar 2021
Csenge Advisory Group 101k $7.5M 100% Mar 2021
HBK Sorce Advisory 98k $7.1M 7% Mar 2021
Assetmark 96k $7.0M -16% Mar 2021
Retirement Group 95k $7.0M 5% Mar 2021
Smithbridge Asset Management 95k $6.9M 3% Mar 2021
CWM 93k $6.8M -23% Mar 2021
Veritable 93k $6.8M 0% Mar 2021
Lebenthal Global Advisors 93k $6.8M 4% Mar 2021
Carroll Financial Associates 92k $7.0M 10% Jun 2021
Patriot Investment Management 92k $6.7M 139% Mar 2021
Townsquare Capital 91k $6.7M -49% Mar 2021
First Merchants Bank, National Association 90k $6.6M 6% Mar 2021
RegentAtlantic Capital 90k $6.5M 0% Mar 2021
Global Strategic Investment Solutions 86k $6.3M -5% Mar 2021
FLC Capital Advisors 85k $6.2M -11% Mar 2021
Legacy Private Trust 85k $6.2M -6% Mar 2021
Soltis Investment Advisors 83k $6.0M -25% Mar 2021
USAdvisors Wealth Management 17k $1.2M -91% Mar 2021
FormulaFolio Investments 14k $1.1M -90% Mar 2021

Who sold out of Schwab Strategic Tr us dividend eq?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 2.3M $145M
Sawtooth Asset Management Dec 2020 642k $41M
Qube Research & Technologies Dec 2020 202k $13M