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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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 |
---|---|---|---|---|---|
Bank of America Corporation | 14M | $1.0B | 48% | Dec 2023 |
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LPL Financial | 11M | $798M | 5% | Sep 2023 |
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Charles Schwab Investment Advisory | 9.7M | $737M | 0% | Dec 2023 |
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Morgan Stanley | 8.1M | $576M | 0% | 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 | $569M | 0% | Dec 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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Wealthfront Advisers | 5.3M | $402M | -32% | Dec 2023 |
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Sontag Advisory | 5.2M | $396M | -4% | Dec 2023 |
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Raymond James Financial Services Advisors | 5.1M | $389M | -2% | Dec 2023 |
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UBS Group | 4.7M | $356M | -4% | Dec 2023 |
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Royal Bank of Canada | 4.5M | $340M | 4% | Dec 2023 |
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Advisor Group Holdings | 4.4M | $332M | -20% | Dec 2023 |
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Commonwealth Equity Services | 4.2M | $316M | -6% | Dec 2023 |
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Orgel Wealth Management | 4.1M | $313M | 0% | Dec 2023 |
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Wells Fargo & Company | 3.7M | $278M | 7% | Dec 2023 |
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Jpmorgan Chase & Co | 3.6M | $277M | -16% | Dec 2023 |
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Honkamp Krueger Financial Services | 3.6M | $272M | -2% | Dec 2023 |
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Wealth Enhancement Advisory Services | 3.2M | $246M | 72% | Dec 2023 |
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Merit Financial Group | 3.1M | $235M | -2% | Dec 2023 |
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Sumitomo Life Insurance | 3.0M | $228M | 100% | Dec 2023 |
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CI Private Wealth | 2.2M | $168M | 3% | Dec 2023 |
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Cambridge Investment Research Advisors | 2.2M | $166M | 5% | Dec 2023 |
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Mariner Wealth Advisors | 2.1M | $159M | -4% | Dec 2023 |
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Raymond James & Associates | 2.0M | $152M | 5% | Dec 2023 |
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Cresset Asset Management | 1.8M | $125M | 3% | Sep 2023 |
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Cetera Investment Advisers | 1.7M | $119M | -1% | Sep 2023 |
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HighTower Advisors | 1.7M | $127M | -11% | Dec 2023 |
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Keystone Financial Planning | 1.7M | $126M | -2% | Dec 2023 |
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Cassaday & Co Wealth Management | 1.6M | $124M | 2% | Dec 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 | $105M | 0% | Dec 2023 |
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Asset Advisors Investment Management | 1.3M | $100M | 1% | Dec 2023 |
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CWM | 1.3M | $96M | -7% | Dec 2023 |
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Focus Financial Network | 1.3M | $96M | 100% | Dec 2023 |
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Creative Planning | 1.3M | $96M | -7% | Dec 2023 |
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Kestra Advisory Services | 1.3M | $95M | 8% | Dec 2023 |
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Fifth Third Bancorp | 1.2M | $95M | -16% | Dec 2023 |
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Baird Financial | 1.2M | $89M | 25% | Dec 2023 |
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Central Trust & Investment | 1.1M | $88M | -11% | Dec 2023 |
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HPM Partners | 1.1M | $86M | 10% | Dec 2023 |
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Cullen Frost Bankers | 1.1M | $83M | 15% | Dec 2023 |
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Fiduciary Trust Company | 1.1M | $80M | -12% | Dec 2023 |
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LVW Advisors | 1.0M | $80M | 16% | Dec 2023 |
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D.A. Davidson & Co. | 1.0M | $79M | 3% | Dec 2023 |
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Granite Bay Wealth Management | 1.0M | $73M | 1% | Dec 2023 |
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Stifel Financial | 889k | $68M | -13% | Dec 2023 |
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ValMark Advisers | 768k | $58M | 2% | Dec 2023 |
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Bouchey Financial | 765k | $58M | 11% | Dec 2023 |
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Gerber Kawasaki Wealth & Investment Management | 760k | $54M | 1% | Sep 2023 |
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Thrivent Financial for Lutherans | 747k | $53M | -47% | Sep 2023 |
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Bank Of Oklahoma National Association / | 740k | $56M | 121% | Dec 2023 |
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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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Financial Network Investment Corporation | 716k | $51M | 4% | Sep 2023 |
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Marquette Asset Management | 695k | $53M | 26% | Dec 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 | 635k | $48M | -3% | Dec 2023 |
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AE Wealth Management | 635k | $49M | 24% | Dec 2023 |
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Private Advisor | 625k | $48M | -22% | Dec 2023 |
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Kohmann Bosshard Financial Services | 620k | $47M | -2% | Dec 2023 |
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Citadel Advisors | 617k | $47M | 24% | Dec 2023 |
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CGC Financial Services | 614k | $47M | -9% | Dec 2023 |
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Howard Financial Services | 608k | $46M | -2% | Dec 2023 |
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Ameritas Advisory Services | 573k | $44M | -33% | Dec 2023 |
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Summit Asset Management | 564k | $43M | 2% | Dec 2023 |
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Dechtman Wealth Management | 560k | $43M | -44% | Dec 2023 |
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Reliant Wealth Planning | 543k | $41M | 9% | Dec 2023 |
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Whelan Financial | 530k | $40M | 4% | Dec 2023 |
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Advantus Capital Management | 527k | $40M | 0% | Dec 2023 |
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HB Wealth Management | 513k | $39M | -3% | Dec 2023 |
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Spinnaker Investment Group | 510k | $39M | -1% | Dec 2023 |
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Legacy Financial Strategies | 500k | $38M | 1% | Dec 2023 |
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Scott Capital Advisors | 496k | $38M | 0% | Dec 2023 |
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American Trust | 495k | $38M | 6% | Dec 2023 |
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Atria Wealth Solutions | 489k | $37M | -5% | Dec 2023 |
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DDD Partners | 488k | $37M | 12162% | Dec 2023 |
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Resources Investment Advisors | 488k | $35M | -36% | Sep 2023 |
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Burkett Financial Services | 484k | $37M | 100% | Dec 2023 |
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JJJ Advisors | 484k | $37M | -7% | Dec 2023 |
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Founders Financial Securities | 482k | $37M | 12% | Dec 2023 |
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ESL Trust Services | 480k | $37M | 0% | Dec 2023 |
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Soltis Investment Advisors | 477k | $36M | 8% | Dec 2023 |
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Goss Wealth Management | 472k | $33M | 1% | Sep 2023 |
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JNBA Financial Advisors | 467k | $36M | -11% | Dec 2023 |
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Principle Wealth Partners | 465k | $35M | 0% | Dec 2023 |
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Beacon Pointe Advisors | 462k | $35M | -4% | Dec 2023 |
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Sunburst Financial Group | 448k | $34M | -2% | Dec 2023 |
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WFA Asset Management Corp | 444k | $34M | 1% | Dec 2023 |
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Charles Schwab Investment Management | 437k | $33M | -1% | Dec 2023 |
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Wealthcare Advisory Partners | 431k | $33M | 12% | Dec 2023 |
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Adamsbrown Wealth Consultants | 428k | $33M | 3% | Dec 2023 |
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Main Street Financial Solutions | 427k | $33M | 5% | Dec 2023 |
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True Link Financial Advisors | 423k | $32M | 22% | Dec 2023 |
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Evergreen Advisors | 421k | $32M | 2% | Dec 2023 |
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Steele Capital Management | 419k | $32M | 100% | Dec 2023 |
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Wealth Management Solutions | 414k | $29M | -2% | Sep 2023 |
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Cedar Wealth Management | 413k | $29M | 3% | Sep 2023 |
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James J. Burns & Company | 406k | $29M | 3% | Sep 2023 |
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Steward Partners Investment Advisory | 405k | $31M | 65% | Dec 2023 |
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Venture Visionary Partners | 400k | $31M | 9% | Dec 2023 |
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Horizon Investments | 394k | $30M | 14% | Dec 2023 |
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Cornerstone Planning Group | 385k | $29M | 12% | Dec 2023 |
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Axxcess Wealth Management | 385k | $29M | -20% | Dec 2023 |
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Berger Financial Group | 381k | $29M | 3% | Dec 2023 |
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TruWealth Advisors | 381k | $29M | 8% | Dec 2023 |
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Qube Research & Technologies | 377k | $27M | 12467% | Sep 2023 |
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Retirement Network | 375k | $29M | 4% | Dec 2023 |
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Silver Coast Investments | 375k | $29M | 100% | Dec 2023 |
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David Vaughan Investments | 369k | $28M | 7% | Dec 2023 |
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Nadler Financial | 363k | $28M | -3% | Dec 2023 |
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Integrated Wealth Concepts | 361k | $26M | -23% | Sep 2023 |
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Hengehold Capital Management | 355k | $27M | 1% | Dec 2023 |
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Lodestar Private Asset Management | 346k | $26M | -6% | Dec 2023 |
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Segment Wealth Management | 345k | $26M | 100% | Dec 2023 |
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Hudock Moyer Wealth Resources | 344k | $26M | 5% | Dec 2023 |
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RFG Advisory | 340k | $26M | 2% | Dec 2023 |
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Noble Family Wealth | 338k | $26M | 2% | Dec 2023 |
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American Financial Advisors | 338k | $26M | 2% | Dec 2023 |
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Northwest Quadrant Wealth Management | 335k | $26M | 7% | Dec 2023 |
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Equitable Holdings | 328k | $23M | 0% | Sep 2023 |
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Captrust Financial Advisors | 327k | $25M | -28% | Dec 2023 |
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Global Retirement Partners | 320k | $24M | 38% | Dec 2023 |
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Janney Montgomery Scott | 320k | $24M | -2% | Dec 2023 |
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Colony Group | 318k | $23M | -1% | Sep 2023 |
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Tradition Wealth Management | 314k | $24M | -9% | Dec 2023 |
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Pathstone Holdings | 310k | $24M | 100% | Dec 2023 |
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Planning Directions | 308k | $24M | 10% | Dec 2023 |
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Pinnacle Wealth Management Advisory | 305k | $23M | -4% | Dec 2023 |
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McCarthy Asset Management | 305k | $23M | 0% | Dec 2023 |
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Ausdal Financial Partners | 305k | $23M | 1% | Dec 2023 |
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Aspire Capital Advisors | 303k | $23M | 1% | Dec 2023 |
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Members Advisory Group | 302k | $23M | -2% | Dec 2023 |
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CRA Financial Services | 301k | $23M | -2% | Dec 2023 |
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RMB Capital Management | 298k | $23M | -5% | Dec 2023 |
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Walker Financial Services | 298k | $23M | -7% | Dec 2023 |
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Integrated Advisors Network | 297k | $23M | -8% | Dec 2023 |
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Smart Money Group | 297k | $23M | -3% | Dec 2023 |
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Colony | 297k | $23M | 100% | Dec 2023 |
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Souders Financial Advisors | 296k | $23M | 4% | Dec 2023 |
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Asset Allocation Strategies | 295k | $21M | 9% | Sep 2023 |
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Financial Insights | 293k | $22M | -2% | Dec 2023 |
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Koshinski Asset Management | 290k | $22M | -1% | Dec 2023 |
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Olympus Wealth Management | 289k | $22M | 0% | Dec 2023 |
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BW Gestao de Investimentos | 280k | $21M | -11% | Dec 2023 |
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Rezny Wealth Management | 276k | $21M | -69% | Dec 2023 |
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Carolinas Wealth Consulting | 272k | $19M | -11% | Sep 2023 |
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Sweet Financial Partners | 268k | $20M | -8% | Dec 2023 |
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Parallel Advisors | 255k | $19M | -79% | Dec 2023 |
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Hennion & Walsh Asset Management | 235k | $18M | -20% | Dec 2023 |
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Capital Fund Management | 227k | $16M | -29% | Sep 2023 |
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Mutual Advisors | 197k | $15M | -34% | Dec 2023 |
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United Capital Financial Advisers | 167k | $13M | -50% | Dec 2023 |
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Sigma Planning | 160k | $12M | -59% | Dec 2023 |
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Kellett Schaffner Wealth Advisors | 119k | $9.0M | -71% | Dec 2023 |
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Bp Wealth Management | 108k | $8.2M | -63% | Dec 2023 |
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Pinkerton Retirement Specialists | 11k | $802k | -97% | Dec 2023 |
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Davidson Capital Management | 321.00 | $24k | -100% | Dec 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 |
---|---|---|---|
Veritable | Jun 2023 | 299k | $22M |