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 | 42M | $1.1B | 0% | Dec 2025 |
|
| Cetera Investment Advisers | 35M | $949M | -1% | Dec 2025 |
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| LPL Financial | 32M | $882M | -11% | Dec 2025 |
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| Sumitomo Life Insurance | 31M | $852M | 0% | Dec 2025 |
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| Envestnet Asset Management | 16M | $445M | -10% | Dec 2025 |
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| Raymond James Financial | 16M | $426M | -6% | Dec 2025 |
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| UBS Group | 14M | $388M | -3% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 14M | $385M | -10% | Dec 2025 |
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| Sontag Advisory | 14M | $371M | -52% | Dec 2025 |
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| Wealthfront Advisers | 13M | $354M | -2% | Dec 2025 |
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| Wells Fargo & Company | 10M | $280M | 6% | Dec 2025 |
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| Honkamp Krueger Financial Services | 10M | $277M | 4% | Dec 2025 |
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| Commonwealth Equity Services | 10M | $275M | -16% | Dec 2025 |
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| Cassaday & Co Wealth Management | 9.2M | $254M | 52% | Dec 2025 |
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| Advisor Group Holdings | 9.2M | $252M | -22% | Dec 2025 |
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| Ameriprise Financial | 8.6M | $236M | -8% | Dec 2025 |
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| CIBC World Markets | 7.0M | $193M | 32% | Dec 2025 |
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| Mariner Wealth Advisors | 6.9M | $189M | -5% | Dec 2025 |
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| Keystone Financial Planning | 6.8M | $208M | 12% | Mar 2026 |
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| Cambridge Investment Research Advisors | 6.4M | $175M | -8% | Dec 2025 |
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| Mml Investors Services | 6.3M | $173M | 6% | Dec 2025 |
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| CWM | 5.5M | $151M | 2% | Dec 2025 |
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| HPM Partners | 5.4M | $149M | -18% | Dec 2025 |
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| HighTower Advisors | 5.4M | $148M | -5% | Dec 2025 |
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| HHM Wealth Advisors | 5.2M | $158M | 3% | Mar 2026 |
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| Creative Planning | 4.3M | $118M | -3% | Dec 2025 |
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| Branch Banking & Trust Company | 3.9M | $106M | 1% | Dec 2025 |
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| Keybank National Association | 3.6M | $98M | -3% | Dec 2025 |
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| Susquehanna International | 3.5M | $96M | 22% | Dec 2025 |
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| Kestra Advisory Services | 3.4M | $93M | -1% | Dec 2025 |
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| Berger Financial Group | 3.2M | $87M | 3% | Dec 2025 |
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| Jones Financial Companies, L.L | 3.1M | $86M | 9% | Dec 2025 |
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| Hanson McClain Advisors | 2.7M | $75M | 21% | Dec 2025 |
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| ValMark Advisers | 2.6M | $72M | -6% | Dec 2025 |
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| Cresset Asset Management | 2.6M | $72M | 6% | Dec 2025 |
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| Fifth Third Bancorp | 2.6M | $70M | -8% | Dec 2025 |
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| Asset Advisors Investment Management | 2.5M | $77M | -1% | Mar 2026 |
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| Charles Schwab Trust Bank | 2.5M | $69M | 24% | Dec 2025 |
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| Bouchey Financial | 2.4M | $73M | -7% | Mar 2026 |
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| Golden Reserve Retirement | 2.3M | $70M | -5% | Mar 2026 |
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| Stifel Financial | 2.2M | $62M | 1% | Dec 2025 |
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| MAI Wealth Advisors | 2.2M | $62M | 2% | Dec 2025 |
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| D.A. Davidson & Co. | 2.2M | $61M | 2% | Dec 2025 |
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| Baird Financial | 2.1M | $58M | -45% | Dec 2025 |
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| Summit Asset Management | 2.0M | $56M | 3% | Dec 2025 |
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| CVA Family Office | 2.0M | $55M | -8% | Dec 2025 |
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| Focus Financial Network | 2.0M | $61M | -9% | Mar 2026 |
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| Summit Financial Wealth Advisors | 2.0M | $54M | -1% | Dec 2025 |
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| Howard Financial Services | 1.9M | $60M | -1% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 1.9M | $52M | -1% | Dec 2025 |
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| United Capital Financial Advisers | 1.9M | $51M | 505% | Dec 2025 |
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| Cullen Frost Bankers | 1.8M | $51M | -38% | Dec 2025 |
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| Mercer Global Advisors | 1.8M | $50M | 14% | Dec 2025 |
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| Allied Investment Advisors | 1.8M | $49M | 4% | Dec 2025 |
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| Whelan Financial | 1.8M | $49M | 1% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 1.8M | $48M | 2% | Dec 2025 |
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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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| Stephens | 1.7M | $47M | 29% | Dec 2025 |
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| Victory Financial Group | 1.7M | $47M | -12% | Dec 2025 |
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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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| Sarver Vrooman Wealth Advisors | 1.7M | $51M | -5% | 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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| Northwest Quadrant Wealth Management | 1.6M | $44M | 1% | Dec 2025 |
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| Harbour Investments | 1.6M | $44M | -16% | Dec 2025 |
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| Advantus Capital Management | 1.6M | $43M | 0% | Dec 2025 |
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| HB Wealth Management | 1.6M | $43M | 5% | Dec 2025 |
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| D. E. Shaw & Co | 1.6M | $43M | 521% | Dec 2025 |
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| Colony | 1.6M | $43M | 3% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.6M | $43M | -23% | Dec 2025 |
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| Retirement Network | 1.5M | $42M | 5% | Dec 2025 |
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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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| Private Advisor | 1.5M | $42M | -16% | Dec 2025 |
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| Keudell/Morrison Wealth Management | 1.5M | $47M | -4% | Mar 2026 |
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| Evergreen Advisors | 1.5M | $42M | 100% | Dec 2025 |
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| Noble Family Wealth | 1.5M | $46M | 5% | Mar 2026 |
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| Gail Mannix | 1.5M | $40M | -1% | Dec 2025 |
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| Cedar Wealth Management | 1.4M | $40M | 0% | Dec 2025 |
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| American Financial Advisors | 1.4M | $39M | 1% | Dec 2025 |
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| Rsm Us Wealth Management | 1.4M | $38M | 1% | Dec 2025 |
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| Citadel Advisors | 1.4M | $38M | 9% | Dec 2025 |
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| Curran Financial Partners | 1.4M | $42M | 6% | Mar 2026 |
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| Aptus Capital Advisors | 1.4M | $37M | -2% | Dec 2025 |
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| Thrivent Financial for Lutherans | 1.3M | $37M | 49% | Dec 2025 |
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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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| Janney Montgomery Scott | 1.3M | $36M | 9% | Dec 2025 |
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| Buckingham Strategic Partners | 1.3M | $36M | -2% | Dec 2025 |
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| ForthRight Wealth Management | 1.3M | $35M | 0% | Dec 2025 |
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| David Vaughan Investments | 1.2M | $33M | 0% | Dec 2025 |
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| Lido Advisors | 1.2M | $33M | 1% | Dec 2025 |
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| CRA Financial Services | 1.2M | $37M | 1% | Mar 2026 |
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| First Command Advisory Services | 1.2M | $32M | 5% | Dec 2025 |
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| Intergy Private Wealth | 1.2M | $35M | 7% | Mar 2026 |
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| Equitable Holdings | 1.1M | $31M | -26% | Dec 2025 |
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| Steele Capital Management | 1.1M | $31M | -4% | Dec 2025 |
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| LLBH Private Wealth Management | 1.1M | $31M | 6% | Dec 2025 |
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| William Blair $ Company | 1.1M | $30M | -10% | Dec 2025 |
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| Argent Capital Management | 1.1M | $30M | 100% | Dec 2025 |
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| Aspire Capital Advisors | 1.1M | $29M | 3% | Dec 2025 |
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| Souders Financial Advisors | 1.1M | $29M | 2% | Dec 2025 |
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| Goss Wealth Management | 1.1M | $29M | 12% | Dec 2025 |
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| Stratos Wealth Partners | 1.0M | $29M | 3% | Dec 2025 |
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| Walker Financial Services | 1.0M | $29M | -12% | Dec 2025 |
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| eCIO | 1.0M | $31M | -6% | Mar 2026 |
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| Ausdal Financial Partners | 1.0M | $28M | -6% | Dec 2025 |
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| Albion Financial Group | 1.0M | $28M | -3% | Dec 2025 |
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| Capital Fund Management | 995k | $27M | -13% | Dec 2025 |
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| Whitaker-Myers Wealth Managers | 981k | $30M | 0% | Mar 2026 |
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| Regal Investment Advisors | 966k | $27M | -4% | Dec 2025 |
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| Great Valley Advisor Group | 957k | $26M | 1% | Dec 2025 |
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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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| Financial Insights | 910k | $25M | 1% | Dec 2025 |
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| Pathstone Holdings | 902k | $25M | -1% | Dec 2025 |
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| Central Trust & Investment | 889k | $27M | -6% | Mar 2026 |
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| Rocky Mountain Advisers | 883k | $24M | -3% | Dec 2025 |
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| Wealth Management Resources | 873k | $24M | -8% | Dec 2025 |
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| Capital Advantage | 873k | $27M | 0% | Mar 2026 |
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| Iwamoto Kong & Co | 868k | $24M | 10% | Dec 2025 |
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| Nadler Financial | 861k | $24M | -6% | Dec 2025 |
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| Mirae Asset Global Investments | 847k | $23M | -62% | Dec 2025 |
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| Manning & Napier Advisors | 846k | $23M | 16% | Dec 2025 |
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| Moneta Group Investment Advisors | 839k | $23M | 24% | Dec 2025 |
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| Bank of New York Mellon | 833k | $23M | 38% | Dec 2025 |
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| Sigma Planning | 833k | $22M | 2% | Dec 2025 |
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| CI Private Wealth | 828k | $23M | 0% | Dec 2025 |
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| McCarthy Asset Management | 816k | $22M | -3% | Dec 2025 |
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| Joule Financial | 811k | $25M | -1% | Mar 2026 |
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| AdvisorNet Financial | 806k | $25M | -6% | Mar 2026 |
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| Leo Wealth | 803k | $22M | 2577% | Dec 2025 |
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| Integrated Advisors Network | 802k | $22M | 14% | Dec 2025 |
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| Wit | 787k | $22M | 0% | Dec 2025 |
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| Ameritas Advisory Services | 785k | $22M | 10% | Dec 2025 |
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| Dagco | 782k | $24M | 12% | Mar 2026 |
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| Smithbridge Asset Management | 781k | $21M | 104% | Dec 2025 |
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| Tradition Wealth Management | 779k | $21M | -1% | Dec 2025 |
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| Lodestar Private Asset Management | 776k | $21M | -37% | Dec 2025 |
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| Brookstone Capital Management | 765k | $24M | 25% | Mar 2026 |
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| Ledyard National Bank | 760k | $21M | 4% | Dec 2025 |
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| Burns Wealth Management | 757k | $21M | -2% | Dec 2025 |
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| MJT & Associates Financial Advisory Group | 757k | $23M | -4% | Mar 2026 |
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| PFG Advisors | 747k | $21M | -1% | Dec 2025 |
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| Waller Financial Planning Group | 744k | $23M | 5% | Mar 2026 |
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| Td Private Client Wealth | 744k | $20M | -7% | Dec 2025 |
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| RMB Capital Management | 725k | $20M | -5% | Dec 2025 |
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| Wealthcare Advisory Partners | 717k | $22M | -16% | Mar 2026 |
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| Prosperity Consulting Group | 711k | $20M | -14% | Dec 2025 |
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| Richardson Capital Management | 706k | $19M | -9% | Dec 2025 |
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| IFP Advisors | 695k | $21M | -11% | Mar 2026 |
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| Kohmann Bosshard Financial Services | 689k | $19M | -23% | Dec 2025 |
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| Resources Investment Advisors | 688k | $19M | -9% | Dec 2025 |
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| LongView Wealth Management | 663k | $20M | -16% | Mar 2026 |
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| NFP Retirement | 654k | $18M | -43% | Dec 2025 |
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| Jane Street | 587k | $16M | -30% | Dec 2025 |
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| Silver Coast Investments | 573k | $16M | -30% | Dec 2025 |
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| Goldman Sachs Group | 532k | $15M | -44% | Dec 2025 |
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| Twin Tree Management | 512k | $14M | -54% | Dec 2025 |
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| Sanctuary Advisors | 497k | $14M | -38% | Dec 2025 |
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| Planning Directions | 485k | $15M | -64% | Mar 2026 |
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| Financial Consulate | 414k | $13M | -48% | Mar 2026 |
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| Integrated Wealth Concepts | 360k | $9.9M | -58% | Dec 2025 |
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| ESL Trust Services | 64k | $1.8M | -96% | Dec 2025 |
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| True Link Financial Advisors | 54k | $1.5M | -95% | Dec 2025 |
|
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 |
| Reliant Wealth Planning | Sep 2025 | 1.7M | $45M |