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 Actions
LPL Financial 11M $798M 5% Sep 2023
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Charles Schwab Investment Advisory 9.6M $682M -1% Sep 2023
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Bank of America Corporation 9.2M $652M 25% Sep 2023
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Morgan Stanley 8.1M $576M 0% Sep 2023
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Wealthfront Advisers 7.8M $551M -4% Sep 2023
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Ameriprise Financial 7.7M $546M -15% Sep 2023
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H D Vest Advisory Services 7.5M $528M 4% Sep 2023
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Strategic Investment Solutions 7.4M $545M 5493% Sep 2023
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Northwestern Mutual Wealth Management Company 7.2M $509M -10% Sep 2023
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Envestnet Asset Management 5.8M $409M 3% Sep 2023
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Advisor Group Holdings 5.4M $385M 16% Sep 2023
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Sontag Advisory 5.4M $384M -4% Sep 2023
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Raymond James Financial Services Advisors 5.2M $367M 2% Sep 2023
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UBS Group 4.9M $348M -2% Sep 2023
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Commonwealth Equity Services 4.4M $313M 9% Sep 2023
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Jpmorgan Chase & Co 4.3M $308M 2% Sep 2023
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Royal Bank of Canada 4.3M $303M 12% Sep 2023
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Orgel Wealth Management 4.1M $290M -1% Sep 2023
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Honkamp Krueger Financial Services 3.6M $258M 0% Sep 2023
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Wells Fargo & Company 3.4M $242M -3% Sep 2023
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Merit Financial Group 3.1M $222M 4% Sep 2023
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Mariner Wealth Advisors 2.2M $154M 4% Sep 2023
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CI Private Wealth 2.1M $152M 1% Sep 2023
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Cambridge Investment Research Advisors 2.1M $147M -2% Sep 2023
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Raymond James & Associates 1.9M $135M 13% Sep 2023
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Wealth Enhancement Advisory Services 1.9M $133M 600% Sep 2023
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HighTower Advisors 1.9M $133M 34% Sep 2023
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Cresset Asset Management 1.8M $125M 3% Sep 2023
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Keystone Financial Planning 1.7M $119M 0% Sep 2023
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Cetera Investment Advisers 1.7M $119M -1% Sep 2023
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Cassaday & Co Wealth Management 1.6M $113M 2% Sep 2023
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Fifth Third Bancorp 1.5M $105M -6% Sep 2023
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HHM Wealth Advisors 1.4M $102M 5% Sep 2023
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Susquehanna International 1.4M $99M -32% Sep 2023
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Keybank National Association 1.4M $99M -7% Sep 2023
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Mml Investors Services 1.4M $98M 0% Sep 2023
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Branch Banking & Trust Company 1.4M $98M 2% Sep 2023
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CWM 1.4M $96M -23% Sep 2023
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Creative Planning 1.4M $96M 7% Sep 2023
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Central Trust & Investment 1.3M $92M -8% Sep 2023
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Asset Advisors Investment Management 1.3M $92M -1% Sep 2023
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Parallel Advisors 1.2M $87M -25% Sep 2023
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Fiduciary Trust Company 1.2M $85M 9% Sep 2023
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Kestra Advisory Services 1.2M $82M 6% Sep 2023
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HPM Partners 1.0M $73M 3% Sep 2023
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Stifel Financial 1.0M $72M -3% Sep 2023
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Granite Bay Wealth Management 1.0M $74M 100% Sep 2023
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D.A. Davidson & Co. 1.0M $71M 2% Sep 2023
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Dechtman Wealth Management 997k $71M -8% Sep 2023
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Cullen Frost Bankers 951k $67M 20% Sep 2023
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Baird Financial 928k $66M 44% Sep 2023
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LVW Advisors 902k $64M 19% Sep 2023
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Rezny Wealth Management 900k $64M -6% Sep 2023
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Ameritas Advisory Services 853k $60M 212% Sep 2023
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Private Advisor 803k $57M 8% Sep 2023
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CVA Family Office 777k $55M 0% Sep 2023
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Gerber Kawasaki Wealth & Investment Management 760k $54M 1% Sep 2023
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ValMark Advisers 755k $53M -2% Sep 2023
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Thrivent Financial for Lutherans 747k $53M -47% Sep 2023
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Financial Network Investment Corporation 716k $51M 4% Sep 2023
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Bouchey Financial 691k $49M 13% Sep 2023
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CGC Financial Services 674k $48M -2% Sep 2023
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Multi-Financial Securities 666k $47M 3% Sep 2023
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First Republic Investment Management 660k $47M -2% Sep 2023
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Gail Mannix 654k $46M 0% Sep 2023
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Kohmann Bosshard Financial Services 636k $45M -4% Sep 2023
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Howard Financial Services 618k $44M 2% Sep 2023
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Marquette Asset Management 553k $39M 15% Sep 2023
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Summit Asset Management 553k $39M 1% Sep 2023
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Coastal Capital Group 538k $39M 0% Jun 2023
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HB Wealth Management 529k $37M 0% Sep 2023
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Advantus Capital Management 527k $37M 0% Sep 2023
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JNBA Financial Advisors 523k $37M -3% Sep 2023
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JJJ Advisors 521k $37M -1% Sep 2023
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Spinnaker Investment Group 516k $37M 5% Sep 2023
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Atria Wealth Solutions 515k $37M 0% Sep 2023
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AE Wealth Management 513k $36M 21% Sep 2023
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Whelan Financial 511k $36M 3% Sep 2023
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Citadel Advisors 499k $35M 111% Sep 2023
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Scott Capital Advisors 498k $35M 10% Sep 2023
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Reliant Wealth Planning 497k $35M 26% Sep 2023
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Legacy Financial Strategies 496k $35M -11% Sep 2023
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Resources Investment Advisors 488k $35M -36% Sep 2023
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Beacon Pointe Advisors 481k $34M 20% Sep 2023
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ESL Trust Services 480k $34M 7% Sep 2023
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Axxcess Wealth Management 479k $34M 47% Sep 2023
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Goss Wealth Management 472k $33M 1% Sep 2023
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American Trust 468k $33M 3% Sep 2023
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Principle Wealth Partners 465k $33M 19% Sep 2023
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Sunburst Financial Group 458k $32M 1% Sep 2023
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Captrust Financial Advisors 455k $32M 26% Sep 2023
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WFA Asset Management Corp 442k $31M 2% Sep 2023
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Soltis Investment Advisors 440k $31M 0% Sep 2023
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Charles Schwab Investment Management 440k $31M -14% Sep 2023
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Founders Financial Securities 429k $30M 7% Sep 2023
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Kellett Schaffner Wealth Advisors 416k $29M -7% Sep 2023
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Evergreen Advisors 415k $29M 1% Sep 2023
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Wealth Management Solutions 414k $29M -2% Sep 2023
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Adamsbrown Wealth Consultants 413k $29M -1% Sep 2023
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Cedar Wealth Management 413k $29M 3% Sep 2023
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Main Street Financial Solutions 408k $29M 2% Sep 2023
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James J. Burns & Company 406k $29M 3% Sep 2023
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Sigma Planning 391k $28M 3% Sep 2023
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Wealthcare Advisory Partners 384k $27M 14% Sep 2023
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Qube Research & Technologies 377k $27M 12467% Sep 2023
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Nadler Financial 374k $27M -3% Sep 2023
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Davidson Capital Management 373k $26M -31% Sep 2023
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Berger Financial Group 371k $26M 6% Sep 2023
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Lodestar Private Asset Management 370k $26M 1% Sep 2023
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Venture Visionary Partners 366k $26M 4% Sep 2023
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Retirement Network 362k $26M 2% Sep 2023
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Integrated Wealth Concepts 361k $26M -23% Sep 2023
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Pinkerton Retirement Specialists 356k $25M 1925% Sep 2023
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Hengehold Capital Management 353k $25M 27% Sep 2023
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TruWealth Advisors 352k $25M 2% Sep 2023
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True Link Financial Advisors 347k $25M 6% Sep 2023
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David Vaughan Investments 346k $25M 2% Sep 2023
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Horizon Investments 345k $24M 6% Sep 2023
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Tradition Wealth Management 345k $24M -2% Sep 2023
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Cornerstone Planning Group 343k $24M 20% Sep 2023
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Financial Architects 337k $25M 2% Jun 2023
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United Capital Financial Advisers 336k $24M -3% Sep 2023
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Bank Of Oklahoma National Association / 334k $23M 20% Sep 2023
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American Financial Advisors 332k $24M 27% Sep 2023
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RFG Advisory 332k $24M -3% Sep 2023
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Noble Family Wealth 331k $23M 6% Sep 2023
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Hudock Moyer Wealth Resources 329k $23M 3% Sep 2023
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Janney Montgomery Scott 328k $23M 4% Sep 2023
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Equitable Holdings 328k $23M 0% Sep 2023
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Integrated Advisors Network 324k $23M 28% Sep 2023
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Walker Financial Services 318k $23M 12% Sep 2023
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Pinnacle Wealth Management Advisory 318k $23M 0% Sep 2023
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Colony Group 318k $23M -1% Sep 2023
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RMB Capital Management 315k $22M 1% Sep 2023
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BW Gestao de Investimentos 314k $22M 87% Sep 2023
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Northwest Quadrant Wealth Management 313k $22M 100% Sep 2023
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Members Advisory Group 310k $22M 1% Sep 2023
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CRA Financial Services 307k $22M 3% Sep 2023
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Smart Money Group 306k $22M 42% Sep 2023
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McCarthy Asset Management 304k $22M -2% Sep 2023
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Ausdal Financial Partners 303k $21M 2% Sep 2023
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Aspire Capital Advisors 301k $21M 14% Sep 2023
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Mutual Advisors 298k $21M 5% Sep 2023
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Asset Allocation Strategies 295k $21M 9% Sep 2023
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Hennion & Walsh Asset Management 293k $21M -49% Sep 2023
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Koshinski Asset Management 293k $21M -2% Sep 2023
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Sweet Financial Partners 292k $21M 0% Sep 2023
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Bp Wealth Management 290k $21M -42% Sep 2023
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Olympus Wealth Management 289k $21M 2% Jun 2023
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Souders Financial Advisors 286k $20M 7% Sep 2023
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Carolinas Wealth Consulting 272k $19M -11% Sep 2023
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Mercer Global Advisors 271k $19M -6% Sep 2023
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Milestone Investment Advisors 263k $19M -17% Sep 2023
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Global Retirement Partners 233k $16M -20% Sep 2023
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Capital Fund Management 227k $16M -29% Sep 2023
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Lincoln National 227k $16M -38% Sep 2023
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RVW Wealth 212k $15M -33% Sep 2023
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Who sold out of Schwab Strategic Tr us dividend eq?

Fund or Company Name Date Sold Shares Held Valued At
Bard Financial Services Jun 2023 734k $53M
IAM Advisory Jun 2023 315k $23M
Veritable Jun 2023 299k $22M