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 10M $740M 12% Mar 2023
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Ameriprise Financial 9.8M $716M 14% Mar 2023
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Charles Schwab Investment Advisory 9.6M $702M 3% Mar 2023
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Wealthfront Advisers 8.7M $638M -24% Mar 2023
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Bank of America Corporation 7.8M $568M 8% Mar 2023
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Morgan Stanley 7.7M $584M 100% Dec 2022
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Northwestern Mutual Wealth Management Company 7.6M $575M 18% Dec 2022
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H D Vest Advisory Services 7.0M $511M 7% Mar 2023
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Sontag Advisory 6.0M $442M 1% Mar 2023
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Envestnet Asset Management 5.3M $387M 1% Mar 2023
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UBS Group 4.8M $354M 3% Mar 2023
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Raymond James Financial Services Advisors 4.8M $349M 10% Mar 2023
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Advisor Group Holdings 4.7M $341M 6% Mar 2023
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Commonwealth Equity Services 4.0M $293M 14% Mar 2023
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Wells Fargo & Company 4.0M $302M 51% Dec 2022
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Honkamp Krueger Financial Services 3.6M $260M 1% Mar 2023
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Jpmorgan Chase & Co 3.4M $251M -35% Mar 2023
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Orgel Wealth Management 3.4M $250M -3% Mar 2023
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Merit Financial Group 3.3M $243M 3% Mar 2023
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Cetera Investment Advisers 2.6M $188M 6% Mar 2023
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CI Private Wealth 2.1M $154M 17% Mar 2023
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Cambridge Investment Research Advisors 2.0M $148M 8% Mar 2023
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CWM 2.0M $146M 5% Mar 2023
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Mariner Wealth Advisors 2.0M $150M 14% Dec 2022
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Royal Bank of Canada 1.8M $133M 29% Dec 2022
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Fifth Third Bancorp 1.7M $128M 13% Mar 2023
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Raymond James & Associates 1.7M $122M 20% Mar 2023
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Keybank National Association 1.6M $114M 2% Mar 2023
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Cassaday & Co Wealth Management 1.5M $112M 8% Mar 2023
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Parallel Advisors 1.5M $110M 34% Mar 2023
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Keystone Financial Planning 1.5M $108M 7% Mar 2023
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Creative Planning 1.5M $110M 30% Dec 2022
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Central Trust & Investment 1.5M $107M 4% Mar 2023
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HighTower Advisors 1.4M $103M -7% Mar 2023
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HHM Wealth Advisors 1.3M $98M 4% Mar 2023
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Asset Advisors Investment Management 1.3M $98M -1% Mar 2023
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Bp Wealth Management 1.3M $100M 8% Dec 2022
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First Republic Investment Management 1.2M $91M 22% Mar 2023
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Susquehanna International 1.2M $90M 26% Mar 2023
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Kestra Advisory Services 1.2M $88M 37% Mar 2023
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Branch Banking & Trust Company 1.2M $87M 3% Mar 2023
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Mml Investors Services 1.2M $86M -1% Mar 2023
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Charles Schwab Investment Management 1.0M $74M 2% Mar 2023
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Fiduciary Trust Company 985k $72M 174% Mar 2023
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D.A. Davidson & Co. 959k $70M 13% Mar 2023
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Rezny Wealth Management 884k $65M 9696% Mar 2023
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Advantus Capital Management 858k $63M 0% Mar 2023
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Stifel Financial 857k $65M 58% Dec 2022
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Resources Investment Advisors 792k $58M -24% Mar 2023
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Gerber Kawasaki Wealth & Investment Management 779k $57M -4% Mar 2023
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CVA Family Office 765k $56M 4% Mar 2023
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Ameritas Advisory Services 754k $55M -6% Mar 2023
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Bard Financial Services 720k $53M 7% Mar 2023
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ValMark Advisers 708k $52M 8% Mar 2023
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Cowa 708k $3.1M 1252% Mar 2023
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Cullen Frost Bankers 698k $51M 13% Mar 2023
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HPM Partners 687k $50M 1483% Mar 2023
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Gail Mannix 646k $47M 5% Mar 2023
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Kohmann Bosshard Financial Services 644k $47M 5% Mar 2023
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Financial Network Investment Corporation 639k $48M 53% Dec 2022
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Howard Financial Services 623k $46M -1% Mar 2023
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Private Advisor 620k $45M 6% Mar 2023
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LVW Advisors 581k $43M 35% Mar 2023
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Bouchey Financial 577k $42M 3% Mar 2023
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Baird Financial 571k $43M 51% Dec 2022
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JJJ Advisors 565k $42M -12% Mar 2023
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Atria Wealth Solutions 556k $41M -6% Mar 2023
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Legacy Financial Strategies 550k $40M 0% Mar 2023
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Multi-Financial Securities 543k $41M 9% Dec 2022
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Summit Asset Management 541k $40M 0% Mar 2023
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Coastal Capital Group 536k $39M -3% Mar 2023
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Davidson Capital Management 535k $39M 14% Mar 2023
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HB Wealth Management 535k $39M 2% Mar 2023
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Hennion & Walsh Asset Management 530k $39M 0% Mar 2023
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Sigma Planning 487k $36M 23% Mar 2023
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Whelan Financial 486k $36M 2% Mar 2023
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Marquette Asset Management 486k $36M 33% Mar 2023
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Spinnaker Investment Group 471k $35M 4% Mar 2023
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Systelligence 469k $34M 2% Mar 2023
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Goss Wealth Management 469k $34M 7% Mar 2023
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Kellett Schaffner Wealth Advisors 457k $33M 1% Mar 2023
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Wealth Management Solutions 452k $33M 21% Mar 2023
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Brio Consultants 452k $33M 8% Mar 2023
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ESL Trust Services 448k $34M 1% Dec 2022
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Milestone Investment Advisors 447k $33M 3% Mar 2023
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Sunburst Financial Group 441k $32M 2% Mar 2023
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Scott Capital Advisors 431k $32M 2% Mar 2023
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Strategic Investment Solutions 429k $34M 100% Dec 2022
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Tradition Wealth Management 420k $31M 1% Mar 2023
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JNBA Financial Advisors 409k $30M 2% Mar 2023
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Reliant Wealth Planning 405k $30M -1% Mar 2023
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Integrated Wealth Concepts 403k $30M 46% Mar 2023
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Per Stirling Capital Management 400k $30M 100% Dec 2022
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Evergreen Advisors 397k $29M 4% Mar 2023
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RFG Advisory 394k $29M 2% Mar 2023
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Adamsbrown Wealth Consultants 391k $29M 13% Mar 2023
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American Trust 379k $13M 40% Mar 2023
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Main Street Financial Solutions 378k $28M 3% Mar 2023
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James J. Burns & Company 376k $28M 63% Mar 2023
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Lodestar Private Asset Management 375k $27M 3% Mar 2023
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Axxcess Wealth Management 375k $27M 10% Mar 2023
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Pinkerton Retirement Specialists 374k $27M 1% Mar 2023
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Citadel Advisors 373k $27M -42% Mar 2023
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Nadler Financial 370k $27M 10% Mar 2023
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Beacon Pointe Advisors 369k $27M 19% Mar 2023
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Soltis Investment Advisors 368k $27M 5% Mar 2023
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Principle Wealth Partners 364k $27M 6% Mar 2023
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Koshinski Asset Management 363k $27M 10% Mar 2023
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Windsor Group 356k $26M -3% Mar 2023
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McCarthy Asset Management 351k $26M 0% Mar 2023
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Integrated Advisors Network 345k $25M 57% Mar 2023
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Captrust Financial Advisors 344k $25M 1% Mar 2023
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Lincoln National 336k $25M 27% Mar 2023
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Sharkey, Howes & Javer 334k $24M -30% Mar 2023
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Mercer Global Advisors 330k $24M -32% Mar 2023
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David Vaughan Investments 329k $24M 1% Mar 2023
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Reitz Capital Advisors 327k $24M 1% Mar 2023
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TruWealth Advisors 326k $24M 310% Mar 2023
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RMB Capital Management 322k $24M -2% Mar 2023
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Berger Financial Group 321k $24M 32% Mar 2023
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Hudock Moyer Wealth Resources 319k $23M 99% Mar 2023
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Financial Architects 313k $24M 3% Dec 2022
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Stewardship Advisors 313k $23M -3% Mar 2023
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Goldman Sachs Group 311k $23M 108% Mar 2023
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IAM Advisory 310k $23M 0% Mar 2023
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Janney Montgomery Scott 309k $23M -1% Mar 2023
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Members Advisory Group 309k $23M -1% Mar 2023
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Noble Family Wealth 308k $23M 100% Mar 2023
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Pinnacle Wealth Management Advisory 307k $22M 5% Mar 2023
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Venture Visionary Partners 306k $22M 6% Mar 2023
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Colony Group 305k $22M -5% Mar 2023
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Leavell Investment Management 305k $22M 0% Mar 2023
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Wolverine Trading 302k $22M 36% Mar 2023
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Global Retirement Partners 298k $21M 29% Mar 2023
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JRM Investment Counsel 297k $23M 4% Dec 2022
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Ausdal Financial Partners 296k $22M 6% Mar 2023
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Carolinas Wealth Consulting 296k $22M -2% Mar 2023
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Steward Partners Investment Advisory 292k $22M 13% Dec 2022
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Wealthcare Advisory Partners 290k $21M 28% Mar 2023
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AllGen Financial Advisors 290k $21M -1% Mar 2023
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Cedar Wealth Management 287k $22M 144% Dec 2022
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Mutual Advisors 286k $21M 26% Mar 2023
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CRA Financial Services 284k $21M 9% Mar 2023
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Hengehold Capital Management 281k $21M -5% Mar 2023
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Equitable Holdings 279k $20M 0% Mar 2023
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Retirement Network 279k $21M 15% Dec 2022
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Veritable 277k $20M 74% Mar 2023
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Eagle Capital Management 269k $20M 436% Mar 2023
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Capital Advantage 269k $20M -2% Mar 2023
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Walker Financial Services 265k $19M 100% Mar 2023
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Souders Financial Advisors 255k $19M -25% Mar 2023
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IFP Advisors 221k $11M -38% Mar 2023
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Madison Asset Management 200k $15M -52% Mar 2023
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Atlantic Trust 167k $33M -52% Mar 2023
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Jane Street 135k $9.9M -69% Mar 2023
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B&D White Capital Company 47k $3.4M -90% Mar 2023
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Meitav Dash Investments 40k $2.9M -98% Mar 2023
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DT Investment Partners 3.3k $226k -99% Mar 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
Thrivent Financial for Lutherans Dec 2022 1.3M $101M
Bogart Wealth Dec 2022 624k $47M
Portfolio Strategies Dec 2022 416k $31M
CVS HEALTH Corp Dec 2022 297k $22M