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 | ||
|---|---|---|---|---|---|---|
| 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 |