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
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