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 | 12M | $975M | 3% | Sep 2024 |
|
| Orgel Wealth Management | 11M | $302M | 160% | Dec 2024 |
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| Sumitomo Life Insurance | 8.9M | $756M | 0% | Sep 2024 |
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| Bank of America Corporation | 7.4M | $627M | -2% | Sep 2024 |
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| Envestnet Asset Management | 6.4M | $538M | 5% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 5.9M | $500M | 2% | Sep 2024 |
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| Raymond James Financial Services Advisors | 5.9M | $498M | 1% | Sep 2024 |
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| Keystone Financial Planning | 5.4M | $147M | 189% | Dec 2024 |
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| Sontag Advisory | 5.1M | $433M | 4% | Sep 2024 |
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| Wealthfront Advisers | 4.8M | $409M | -2% | Sep 2024 |
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| Commonwealth Equity Services | 4.3M | $362M | 7% | Sep 2024 |
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| Wells Fargo & Company | 3.9M | $332M | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 3.6M | $307M | 3% | Dec 2024 |
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| LVW Advisors | 3.6M | $98M | 203% | Dec 2024 |
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| Advisor Group Holdings | 3.3M | $276M | 100% | Sep 2024 |
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| Royal Bank of Canada | 2.9M | $242M | 2% | Sep 2024 |
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| Mariner Wealth Advisors | 2.3M | $196M | 6% | Sep 2024 |
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| CVA Family Office | 2.3M | $63M | 195% | Dec 2024 |
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| Cambridge Investment Research Advisors | 2.2M | $189M | 5% | Sep 2024 |
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| Ameritas Advisory Services | 2.2M | $59M | 217% | Dec 2024 |
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| Howard Financial Services | 2.0M | $55M | 208% | Dec 2024 |
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| Marquette Asset Management | 2.0M | $55M | 201% | Dec 2024 |
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| Cassaday & Co Wealth Management | 1.9M | $157M | 7% | Sep 2024 |
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| Mml Investors Services | 1.7M | $146M | 6% | Sep 2024 |
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| Scott Capital Advisors | 1.7M | $46M | 203% | Dec 2024 |
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| Susquehanna International | 1.6M | $137M | 10% | Sep 2024 |
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| HHM Wealth Advisors | 1.6M | $134M | 4% | Sep 2024 |
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| Kestra Advisory Services | 1.6M | $133M | 3% | Sep 2024 |
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| Raymond James & Associates | 1.6M | $133M | -5% | Sep 2024 |
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| True Link Financial Advisors | 1.6M | $43M | 207% | Dec 2024 |
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| Jpmorgan Chase & Co | 1.6M | $133M | 7% | Sep 2024 |
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| Burkett Financial Services | 1.5M | $42M | 201% | Dec 2024 |
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| CI Private Wealth | 1.5M | $126M | 18% | Sep 2024 |
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| HB Wealth Management | 1.4M | $39M | 199% | Dec 2024 |
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| Wealthcare Advisory Partners | 1.4M | $39M | 214% | Dec 2024 |
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| Cullen Frost Bankers | 1.4M | $116M | 9% | Sep 2024 |
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| CWM | 1.4M | $115M | 21% | Sep 2024 |
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| Creative Planning | 1.3M | $113M | 2% | Sep 2024 |
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| Walker Financial Services | 1.3M | $36M | 238% | Dec 2024 |
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| Keybank National Association | 1.2M | $105M | 0% | Sep 2024 |
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| Noble Family Wealth | 1.2M | $33M | 215% | Dec 2024 |
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| HPM Partners | 1.2M | $100M | 4% | Sep 2024 |
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| Brady Martz Wealth Solutions | 1.1M | $30M | 100% | Dec 2024 |
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| Fifth Third Bancorp | 1.0M | $88M | -6% | Sep 2024 |
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| Focus Financial Network | 1.0M | $87M | 3% | Sep 2024 |
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| Merit Financial Group | 1.0M | $27M | 164% | Dec 2024 |
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| Asset Advisors Investment Management | 986k | $83M | -6% | Sep 2024 |
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| Park Avenue Securities | 931k | $25M | 232% | Dec 2024 |
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| Sanctuary Advisors | 913k | $27M | 209% | Sep 2024 |
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| ValMark Advisers | 912k | $77M | 9% | Sep 2024 |
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| Harbour Investments | 843k | $71M | 5% | Sep 2024 |
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| Syntrinsic | 840k | $71M | 0% | Sep 2024 |
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| Berger Financial Group | 836k | $71M | 100% | Sep 2024 |
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| Bouchey Financial | 816k | $69M | 8% | Sep 2024 |
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| Whitaker-Myers Wealth Managers | 815k | $22M | 239% | Dec 2024 |
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| Newman Dignan & Sheerar | 785k | $22M | 212% | Sep 2024 |
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| AdvisorNet Financial | 783k | $21M | 226% | Dec 2024 |
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| LongView Wealth Management | 767k | $21M | 250% | Dec 2024 |
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| Citadel Advisors | 741k | $63M | 126% | Sep 2024 |
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| Joule Financial | 732k | $20M | 218% | Dec 2024 |
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| Certified Advisory Corp | 720k | $20M | 200% | Dec 2024 |
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| CGC Financial Services | 707k | $60M | 2% | Sep 2024 |
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| Paradigm, Strategies in Wealth Management | 704k | $19M | 188% | Dec 2024 |
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| Silvia Mccoll Wealth Management | 699k | $19M | 201% | Dec 2024 |
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| Global Wealth Management | 689k | $19M | 199% | Dec 2024 |
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| Waller Financial Planning Group | 679k | $19M | 202% | Dec 2024 |
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| Koshinski Asset Management | 659k | $18M | 169% | Dec 2024 |
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| Gail Mannix | 635k | $48M | -2% | Sep 2024 |
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| Reliant Wealth Planning | 617k | $52M | 2% | Sep 2024 |
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| Aptus Capital Advisors | 616k | $17M | 164% | Sep 2024 |
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| Summit Asset Management | 614k | $52M | 3% | Sep 2024 |
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| Stonehearth Capital Management | 610k | $17M | 209% | Dec 2024 |
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| Graves-Light Private Wealth Management | 608k | $17M | 163% | Dec 2024 |
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| Kades & Cheifetz | 589k | $16M | 198% | Dec 2024 |
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| ESL Trust Services | 587k | $50M | 0% | Sep 2024 |
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| Central Trust & Investment | 574k | $49M | -12% | Sep 2024 |
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| Integrated Investment Consultants | 562k | $15M | 209% | Dec 2024 |
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| Cooper Financial Group | 561k | $15M | 239% | Dec 2024 |
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| Hanson McClain Advisors | 559k | $47M | 2% | Sep 2024 |
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| Matrix Trust | 559k | $15M | 193% | Dec 2024 |
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| Whelan Financial | 547k | $46M | 2% | Sep 2024 |
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| Mutual Advisors | 544k | $15M | 209% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 538k | $15M | 195% | Dec 2024 |
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| Spinnaker Investment Group | 533k | $45M | 2% | Sep 2024 |
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| Private Advisor | 520k | $44M | 3% | Sep 2024 |
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| Kiley Juergens Wealth Management | 511k | $14M | 209% | Dec 2024 |
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| Main Street Financial Solutions | 507k | $43M | 100% | Sep 2024 |
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| Adamsbrown Wealth Consultants | 503k | $43M | 5% | Sep 2024 |
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| Allied Investment Advisors | 477k | $40M | 18100% | Sep 2024 |
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| Brookstone Capital Management | 474k | $13M | 264% | Dec 2024 |
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| GSG Advisors | 466k | $13M | 206% | Dec 2024 |
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| Cedar Wealth Management | 463k | $39M | 0% | Sep 2024 |
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| Evergreen Advisors | 463k | $39M | 4% | Sep 2024 |
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| Bank Of Oklahoma National Association / | 462k | $39M | 100% | Sep 2024 |
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| Richardson Capital Management | 461k | $39M | 3% | Sep 2024 |
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| Beacon Pointe Advisors | 461k | $39M | 1% | Sep 2024 |
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| Mayfair Advisory Group | 455k | $12M | 228% | Dec 2024 |
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| Atria Wealth Solutions | 453k | $38M | 1% | Sep 2024 |
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| Thrivent Financial for Lutherans | 453k | $38M | 100% | Sep 2024 |
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| Trinity Financial Advisors | 446k | $12M | 223% | Dec 2024 |
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| SevenBridge Financial | 432k | $13M | 197% | Sep 2024 |
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| Fiduciary Alliance | 431k | $12M | 278% | Dec 2024 |
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| Colony | 430k | $37M | -31% | Sep 2024 |
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| Venture Visionary Partners | 420k | $36M | 1% | Sep 2024 |
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| Retirement Network | 419k | $35M | 2% | Sep 2024 |
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| Founders Financial Securities | 415k | $35M | -2% | Sep 2024 |
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| Sar Wealth Management Group | 414k | $11M | 197% | Dec 2024 |
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| Silver Coast Investments | 414k | $35M | 2% | Sep 2024 |
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| McMahon Financial Advisors | 412k | $35M | 138% | Sep 2024 |
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| Steele Capital Management | 411k | $35M | -3% | Sep 2024 |
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| Sunburst Financial Group | 407k | $34M | 0% | Sep 2024 |
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| MAI Wealth Advisors | 406k | $34M | 1% | Sep 2024 |
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| Assetmark | 405k | $34M | -3% | Sep 2024 |
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| Moneta Group Investment Advisors | 402k | $11M | 250% | Sep 2024 |
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| Apexium Financial | 398k | $34M | 20% | Sep 2024 |
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| William Blair $ Company | 394k | $33M | 10% | Sep 2024 |
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| David Vaughan Investments | 391k | $33M | 1% | Sep 2024 |
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| Kohmann Bosshard Financial Services | 389k | $33M | -3% | Sep 2024 |
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| Northwest Quadrant Wealth Management | 380k | $32M | 3% | Sep 2024 |
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| Olympus Wealth Management | 373k | $32M | -13% | Sep 2024 |
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| Winthrop Advisory Group | 372k | $10M | 197% | Dec 2024 |
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| Lodestar Private Asset Management | 371k | $31M | 3% | Sep 2024 |
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| Planning Directions | 367k | $31M | 6% | Sep 2024 |
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| Columbia Advisory Partners | 366k | $10M | 134% | Dec 2024 |
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| Horizon Investments | 362k | $10M | 3% | Sep 2024 |
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| Hudock Moyer Wealth Resources | 361k | $31M | 0% | Sep 2024 |
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| American Financial Advisors | 359k | $30M | -1% | Sep 2024 |
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| Meridian Financial | 359k | $9.8M | 196% | Dec 2024 |
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| Nadler Financial | 357k | $30M | -1% | Sep 2024 |
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| Brick & Kyle, Associates | 354k | $393k | 7675% | Sep 2024 |
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| Aspire Capital Advisors | 348k | $29M | 6% | Sep 2024 |
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| CRA Financial Services | 347k | $29M | 4% | Sep 2024 |
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| Mirae Asset Global Investments | 346k | $29M | 61% | Sep 2024 |
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| Charles Schwab Trust | 345k | $9.4M | 209% | Dec 2024 |
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| Prosperity Consulting Group | 344k | $29M | 75% | Sep 2024 |
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| Stratos Wealth Partners | 342k | $29M | 59% | Sep 2024 |
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| Captrust Financial Advisors | 341k | $29M | 2% | Sep 2024 |
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| EWG Elevate | 341k | $9.3M | 100% | Dec 2024 |
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| ForthRight Wealth Management | 335k | $28M | 9% | Sep 2024 |
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| Janney Montgomery Scott | 334k | $28M | -2% | Sep 2024 |
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| Integrated Advisors Network | 334k | $28M | -5% | Sep 2024 |
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| Pinnacle Wealth Management Advisory | 331k | $28M | 4% | Sep 2024 |
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| Rocky Mountain Advisers | 328k | $28M | 0% | Sep 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 321k | $27M | 2% | Sep 2024 |
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| WFA Asset Management Corp | 321k | $27M | -11% | Sep 2024 |
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| TruWealth Advisors | 315k | $8.6M | 196% | Dec 2024 |
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| Intergy Private Wealth | 309k | $26M | 2% | Sep 2024 |
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| Asset Allocation Strategies | 308k | $26M | -12% | Sep 2024 |
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| Wealth Management Resources | 306k | $26M | 5% | Sep 2024 |
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| McCarthy Asset Management | 305k | $26M | 100% | Sep 2024 |
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| TrinityPoint Wealth | 302k | $26M | 7% | Sep 2024 |
|
| Souders Financial Advisors | 286k | $24M | -9% | Sep 2024 |
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| JNBA Financial Advisors | 284k | $24M | -27% | Sep 2024 |
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| Integrated Wealth Concepts | 259k | $22M | -25% | Sep 2024 |
|
| Legacy Financial Strategies | 170k | $14M | -67% | Sep 2024 |
|
| Strategic Financial Concepts | 38k | $3.2M | -99% | Sep 2024 |
|
Who sold out of Schwab Strategic Tr us dividend eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 10M | $791M |