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 $874M -4% Mar 2024
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Charles Schwab Investment Advisory 9.7M $784M 0% Mar 2024
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Morgan Stanley 9.1M $738M 12% Mar 2024
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H D Vest Advisory Services 7.8M $627M 4% Mar 2024
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Bank of America Corporation 7.2M $581M -47% Mar 2024
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Ameriprise Financial 6.7M $541M -14% Mar 2024
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Sumitomo Life Insurance 6.3M $471M 111% Mar 2024
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Envestnet Asset Management 6.1M $492M 6% Mar 2024
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Northwestern Mutual Wealth Management Company 6.1M $491M -15% Mar 2024
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Raymond James Financial Services Advisors 5.7M $461M 12% Mar 2024
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Wealthfront Advisers 5.1M $413M -3% Mar 2024
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Sontag Advisory 5.0M $406M -3% Mar 2024
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UBS Group 4.7M $379M 0% Mar 2024
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Commonwealth Equity Services 4.4M $358M 7% Mar 2024
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Advisor Group Holdings 4.2M $338M -4% Mar 2024
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Orgel Wealth Management 4.2M $335M 1% Mar 2024
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Wells Fargo & Company 4.0M $324M 10% Mar 2024
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Royal Bank of Canada 3.8M $307M -15% Mar 2024
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Jpmorgan Chase & Co 3.8M $306M 4% Mar 2024
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Honkamp Krueger Financial Services 3.6M $290M 1% Mar 2024
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Wealth Enhancement Advisory Services 3.4M $272M 5% Mar 2024
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Cambridge Investment Research Advisors 2.3M $183M 4% Mar 2024
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Mariner Wealth Advisors 2.2M $181M 8% Mar 2024
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Raymond James & Associates 1.9M $156M -4% Mar 2024
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Susquehanna International 1.9M $151M 34% Mar 2024
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Charles Schwab Trust Bank 1.8M $147M 100% Mar 2024
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Cassaday & Co Wealth Management 1.7M $136M 4% Mar 2024
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HighTower Advisors 1.6M $133M -1% Mar 2024
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Keystone Financial Planning 1.5M $123M -8% Mar 2024
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HHM Wealth Advisors 1.5M $120M 3% Mar 2024
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Branch Banking & Trust Company 1.4M $115M 4% Mar 2024
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CI Private Wealth 1.4M $114M -36% Mar 2024
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Asset Advisors Investment Management 1.3M $100M 1% Dec 2023
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Creative Planning 1.3M $105M 3% Mar 2024
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Keybank National Association 1.3M $103M -9% Mar 2024
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Cullen Frost Bankers 1.3M $102M 16% Mar 2024
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Focus Financial Network 1.3M $96M 100% Dec 2023
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Kestra Advisory Services 1.3M $95M 8% Dec 2023
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CWM 1.2M $98M -4% Mar 2024
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Fifth Third Bancorp 1.2M $95M -5% Mar 2024
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Baird Financial 1.2M $89M 25% Dec 2023
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LVW Advisors 1.1M $92M 9% Mar 2024
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Diversified 1.1M $91M 493% Mar 2024
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HPM Partners 1.1M $91M -1% Mar 2024
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Central Trust & Investment 1.1M $87M -7% Mar 2024
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D.A. Davidson & Co. 1.1M $85M 2% Mar 2024
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Fiduciary Trust Company 1.1M $80M -12% Dec 2023
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Focus Financial Network 1.0M $77M 100% Mar 2024
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Stifel Financial 879k $71M -1% Mar 2024
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ValMark Advisers 822k $66M 7% Mar 2024
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Bouchey Financial 814k $66M 6% Mar 2024
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CVA Family Office 730k $56M -6% Dec 2023
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Harbour Investments 727k $55M 186% Dec 2023
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Berger Financial Group 707k $57M 86% Mar 2024
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Merit Financial Group 687k $54M -78% Mar 2024
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CGC Financial Services 680k $55M 11% Mar 2024
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Gerber Kawasaki Wealth & Investment Management 659k $53M -13% Mar 2024
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Marquette Asset Management 655k $53M -6% Mar 2024
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Gail Mannix 643k $52M 1% Mar 2024
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Howard Financial Services 602k $49M -1% Mar 2024
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Steward Partners Investment Advisory 597k $48M 48% Mar 2024
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Private Advisor 589k $48M -6% Mar 2024
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Summit Asset Management 582k $47M 3% Mar 2024
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Ameritas Advisory Services 573k $44M -33% Dec 2023
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Thrivent Financial for Lutherans 566k $46M -24% Mar 2024
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Kohmann Bosshard Financial Services 565k $46M -9% Mar 2024
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ESL Trust Services 561k $45M 17% Mar 2024
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Reliant Wealth Planning 543k $41M 9% Dec 2023
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Summit Financial Wealth Advisors 538k $43M 250% Mar 2024
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Advantus Capital Management 527k $43M 0% Mar 2024
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Whelan Financial 525k $42M -1% Mar 2024
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Principle Wealth Partners 524k $42M 13% Mar 2024
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Spinnaker Investment Group 518k $42M 2% Mar 2024
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Legacy Financial Strategies 514k $41M 3% Mar 2024
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Scott Capital Advisors 511k $41M 3% Mar 2024
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HB Wealth Management 502k $40M -2% Mar 2024
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American Trust 495k $38M 6% Dec 2023
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JNBA Financial Advisors 491k $40M 5% Mar 2024
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Burkett Financial Services 484k $37M 100% Dec 2023
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JJJ Advisors 481k $39M -1% Mar 2024
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True Link Financial Advisors 466k $38M 10% Mar 2024
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Adamsbrown Wealth Consultants 463k $37M 8% Mar 2024
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Beacon Pointe Advisors 462k $35M -4% Dec 2023
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Dechtman Wealth Management 461k $37M -18% Mar 2024
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Main Street Financial Solutions 458k $37M 7% Mar 2024
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Citadel Advisors 452k $37M -27% Mar 2024
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Cedar Wealth Management 452k $36M 9% Mar 2024
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Wealthcare Advisory Partners 444k $36M 3% Mar 2024
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Steele Capital Management 438k $35M 5% Mar 2024
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Atria Wealth Solutions 436k $35M -11% Mar 2024
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Richardson Capital Management 434k $35M 100% Mar 2024
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Evergreen Advisors 429k $35M 2% Mar 2024
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Sunburst Financial Group 427k $34M -5% Mar 2024
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Venture Visionary Partners 421k $34M 5% Mar 2024
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Founders Financial Securities 418k $34M -13% Mar 2024
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Bank Of Oklahoma National Association / 417k $33M -44% Mar 2024
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WFA Asset Management Corp 417k $34M -6% Mar 2024
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Charles Schwab Investment Management 417k $34M -4% Mar 2024
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Cornerstone Planning Group 412k $32M 7% Mar 2024
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Goss Wealth Management 393k $32M -17% Mar 2024
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Warren Averett Asset Management 391k $32M 291% Mar 2024
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TruWealth Advisors 389k $31M 2% Mar 2024
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Qube Research & Technologies 388k $31M 3% Mar 2024
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Silver Coast Investments 387k $31M 3% Mar 2024
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Axxcess Wealth Management 385k $29M -20% Dec 2023
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Sigma Planning 382k $31M 138% Mar 2024
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Retirement Network 375k $29M 4% Dec 2023
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David Vaughan Investments 369k $28M 7% Dec 2023
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Hengehold Capital Management 357k $29M 1% Mar 2024
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Nadler Financial 357k $29M -2% Mar 2024
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Hudock Moyer Wealth Resources 356k $29M 3% Mar 2024
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Lodestar Private Asset Management 355k $29M 3% Mar 2024
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Northwest Quadrant Wealth Management 354k $29M 6% Mar 2024
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Noble Family Wealth 348k $28M 3% Mar 2024
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American Financial Advisors 345k $28M 2% Mar 2024
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Asset Allocation Strategies 343k $28M 16% Mar 2024
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Integrated Wealth Concepts 341k $28M -5% Mar 2024
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Horizon Investments 336k $27M -15% Mar 2024
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Planning Directions 335k $27M 9% Mar 2024
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Janney Montgomery Scott 332k $27M 4% Mar 2024
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Captrust Financial Advisors 329k $27M 1% Mar 2024
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Rocky Mountain Advisers 329k $27M 19% Mar 2024
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Ausdal Financial Partners 327k $26M 7% Mar 2024
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Tradition Wealth Management 325k $26M 3% Mar 2024
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Walker Financial Services 324k $26M 9% Mar 2024
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CRA Financial Services 324k $26M 8% Mar 2024
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Aspire Capital Advisors 321k $26M 6% Mar 2024
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Colony 310k $25M 5% Mar 2024
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Apexium Financial 310k $25M 8% Mar 2024
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Pinnacle Wealth Management Advisory 308k $25M 1% Mar 2024
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McCarthy Asset Management 304k $25M 0% Mar 2024
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Souders Financial Advisors 302k $24M 2% Mar 2024
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Integrated Advisors Network 302k $24M 2% Mar 2024
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Pathstone Holdings 302k $24M -3% Mar 2024
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Members Advisory Group 300k $24M -1% Mar 2024
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RMB Capital Management 298k $23M -5% Dec 2023
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Kuehl Shepherd Kozlowski & Associates 295k $24M 4% Mar 2024
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Oakmont Partners 294k $24M 39% Mar 2024
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Segment Wealth Management 292k $24M -15% Mar 2024
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Wealth Management Resources 290k $23M 5% Mar 2024
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Intergy Private Wealth 288k $23M 4% Mar 2024
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Sweet Financial Partners 288k $23M 8% Mar 2024
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AllGen Financial Advisors 285k $23M 2% Mar 2024
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ForthRight Wealth Management 284k $23M 4% Mar 2024
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Eagle Capital Management 280k $23M 4% Mar 2024
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Financial Insights 279k $23M -5% Mar 2024
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Halpern Financial 278k $22M -1% Mar 2024
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Koshinski Asset Management 276k $22M -5% Mar 2024
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Resources Investment Advisors 274k $22M -44% Mar 2024
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Presidio Capital Management 268k $22M 52% Mar 2024
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Rezny Wealth Management 267k $22M -3% Mar 2024
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Mercer Global Advisors 266k $22M -3% Mar 2024
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Olympus Wealth Management 238k $19M -18% Mar 2024
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Global Retirement Partners 195k $16M -39% Mar 2024
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RFG Advisory 189k $15M -44% Mar 2024
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Financial Counselors 151k $12M -44% Mar 2024
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Soltis Investment Advisors 118k $9.5M -75% Mar 2024
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AE Wealth Management 93k $7.5M -85% Mar 2024
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Smart Money Group 91k $7.0M -70% Mar 2024
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Granite Bay Wealth Management 15k $1.2M -98% Mar 2024
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DDD Partners 5.1k $408k -99% Mar 2024
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Who sold out of Schwab Strategic Tr us dividend eq?

Fund or Company Name Date Sold Shares Held Valued At
James J. Burns & Company Sep 2023 406k $29M
BW Gestao de Investimentos Dec 2023 280k $21M