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 | Actions |
|---|---|---|---|---|---|
| LPL Financial | 11M | $798M | 5% | Sep 2023 |
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| Charles Schwab Investment Advisory | 9.6M | $682M | -1% | Sep 2023 |
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| Bank of America Corporation | 9.2M | $652M | 25% | Sep 2023 |
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| Morgan Stanley | 8.1M | $576M | 0% | Sep 2023 |
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| Wealthfront Advisers | 7.8M | $551M | -4% | 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 | $528M | 4% | Sep 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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| Advisor Group Holdings | 5.4M | $385M | 16% | Sep 2023 |
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| Sontag Advisory | 5.4M | $384M | -4% | Sep 2023 |
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| Raymond James Financial Services Advisors | 5.2M | $367M | 2% | Sep 2023 |
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| UBS Group | 4.9M | $348M | -2% | Sep 2023 |
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| Commonwealth Equity Services | 4.4M | $313M | 9% | Sep 2023 |
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| Jpmorgan Chase & Co | 4.3M | $308M | 2% | Sep 2023 |
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| Royal Bank of Canada | 4.3M | $303M | 12% | Sep 2023 |
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| Orgel Wealth Management | 4.1M | $290M | -1% | Sep 2023 |
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| Honkamp Krueger Financial Services | 3.6M | $258M | 0% | Sep 2023 |
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| Wells Fargo & Company | 3.4M | $242M | -3% | Sep 2023 |
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| Merit Financial Group | 3.1M | $222M | 4% | Sep 2023 |
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| Mariner Wealth Advisors | 2.2M | $154M | 4% | Sep 2023 |
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| CI Private Wealth | 2.1M | $152M | 1% | Sep 2023 |
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| Cambridge Investment Research Advisors | 2.1M | $147M | -2% | Sep 2023 |
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| Raymond James & Associates | 1.9M | $135M | 13% | Sep 2023 |
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| Wealth Enhancement Advisory Services | 1.9M | $133M | 600% | Sep 2023 |
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| HighTower Advisors | 1.9M | $133M | 34% | Sep 2023 |
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| Cresset Asset Management | 1.8M | $125M | 3% | Sep 2023 |
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| Keystone Financial Planning | 1.7M | $119M | 0% | Sep 2023 |
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| Cetera Investment Advisers | 1.7M | $119M | -1% | Sep 2023 |
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| Cassaday & Co Wealth Management | 1.6M | $113M | 2% | Sep 2023 |
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| Fifth Third Bancorp | 1.5M | $105M | -6% | Sep 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 | $98M | 2% | Sep 2023 |
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| CWM | 1.4M | $96M | -23% | Sep 2023 |
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| Creative Planning | 1.4M | $96M | 7% | Sep 2023 |
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| Central Trust & Investment | 1.3M | $92M | -8% | Sep 2023 |
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| Asset Advisors Investment Management | 1.3M | $92M | -1% | Sep 2023 |
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| Parallel Advisors | 1.2M | $87M | -25% | Sep 2023 |
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| Fiduciary Trust Company | 1.2M | $85M | 9% | Sep 2023 |
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| Kestra Advisory Services | 1.2M | $82M | 6% | Sep 2023 |
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| HPM Partners | 1.0M | $73M | 3% | Sep 2023 |
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| Stifel Financial | 1.0M | $72M | -3% | Sep 2023 |
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| Granite Bay Wealth Management | 1.0M | $74M | 100% | Sep 2023 |
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| D.A. Davidson & Co. | 1.0M | $71M | 2% | Sep 2023 |
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| Dechtman Wealth Management | 997k | $71M | -8% | Sep 2023 |
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| Cullen Frost Bankers | 951k | $67M | 20% | Sep 2023 |
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| Baird Financial | 928k | $66M | 44% | Sep 2023 |
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| LVW Advisors | 902k | $64M | 19% | Sep 2023 |
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| Rezny Wealth Management | 900k | $64M | -6% | Sep 2023 |
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| Ameritas Advisory Services | 853k | $60M | 212% | Sep 2023 |
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| Private Advisor | 803k | $57M | 8% | Sep 2023 |
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| CVA Family Office | 777k | $55M | 0% | Sep 2023 |
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| Gerber Kawasaki Wealth & Investment Management | 760k | $54M | 1% | Sep 2023 |
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| ValMark Advisers | 755k | $53M | -2% | Sep 2023 |
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| Thrivent Financial for Lutherans | 747k | $53M | -47% | Sep 2023 |
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| Financial Network Investment Corporation | 716k | $51M | 4% | Sep 2023 |
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| Bouchey Financial | 691k | $49M | 13% | Sep 2023 |
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| CGC Financial Services | 674k | $48M | -2% | Sep 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 | 654k | $46M | 0% | Sep 2023 |
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| Kohmann Bosshard Financial Services | 636k | $45M | -4% | Sep 2023 |
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| Howard Financial Services | 618k | $44M | 2% | Sep 2023 |
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| Marquette Asset Management | 553k | $39M | 15% | Sep 2023 |
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| Summit Asset Management | 553k | $39M | 1% | Sep 2023 |
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| Coastal Capital Group | 538k | $39M | 0% | Jun 2023 |
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| HB Wealth Management | 529k | $37M | 0% | Sep 2023 |
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| Advantus Capital Management | 527k | $37M | 0% | Sep 2023 |
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| JNBA Financial Advisors | 523k | $37M | -3% | Sep 2023 |
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| JJJ Advisors | 521k | $37M | -1% | Sep 2023 |
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| Spinnaker Investment Group | 516k | $37M | 5% | Sep 2023 |
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| Atria Wealth Solutions | 515k | $37M | 0% | Sep 2023 |
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| AE Wealth Management | 513k | $36M | 21% | Sep 2023 |
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| Whelan Financial | 511k | $36M | 3% | Sep 2023 |
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| Citadel Advisors | 499k | $35M | 111% | Sep 2023 |
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| Scott Capital Advisors | 498k | $35M | 10% | Sep 2023 |
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| Reliant Wealth Planning | 497k | $35M | 26% | Sep 2023 |
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| Legacy Financial Strategies | 496k | $35M | -11% | Sep 2023 |
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| Resources Investment Advisors | 488k | $35M | -36% | Sep 2023 |
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| Beacon Pointe Advisors | 481k | $34M | 20% | Sep 2023 |
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| ESL Trust Services | 480k | $34M | 7% | Sep 2023 |
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| Axxcess Wealth Management | 479k | $34M | 47% | Sep 2023 |
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| Goss Wealth Management | 472k | $33M | 1% | Sep 2023 |
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| American Trust | 468k | $33M | 3% | Sep 2023 |
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| Principle Wealth Partners | 465k | $33M | 19% | Sep 2023 |
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| Sunburst Financial Group | 458k | $32M | 1% | Sep 2023 |
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| Captrust Financial Advisors | 455k | $32M | 26% | Sep 2023 |
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| WFA Asset Management Corp | 442k | $31M | 2% | Sep 2023 |
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| Soltis Investment Advisors | 440k | $31M | 0% | Sep 2023 |
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| Charles Schwab Investment Management | 440k | $31M | -14% | Sep 2023 |
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| Founders Financial Securities | 429k | $30M | 7% | Sep 2023 |
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| Kellett Schaffner Wealth Advisors | 416k | $29M | -7% | Sep 2023 |
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| Evergreen Advisors | 415k | $29M | 1% | Sep 2023 |
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| Wealth Management Solutions | 414k | $29M | -2% | Sep 2023 |
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| Adamsbrown Wealth Consultants | 413k | $29M | -1% | Sep 2023 |
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| Cedar Wealth Management | 413k | $29M | 3% | Sep 2023 |
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| Main Street Financial Solutions | 408k | $29M | 2% | Sep 2023 |
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| James J. Burns & Company | 406k | $29M | 3% | Sep 2023 |
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| Sigma Planning | 391k | $28M | 3% | Sep 2023 |
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| Wealthcare Advisory Partners | 384k | $27M | 14% | Sep 2023 |
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| Qube Research & Technologies | 377k | $27M | 12467% | Sep 2023 |
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| Nadler Financial | 374k | $27M | -3% | Sep 2023 |
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| Davidson Capital Management | 373k | $26M | -31% | Sep 2023 |
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| Berger Financial Group | 371k | $26M | 6% | Sep 2023 |
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| Lodestar Private Asset Management | 370k | $26M | 1% | Sep 2023 |
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| Venture Visionary Partners | 366k | $26M | 4% | Sep 2023 |
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| Retirement Network | 362k | $26M | 2% | Sep 2023 |
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| Integrated Wealth Concepts | 361k | $26M | -23% | Sep 2023 |
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| Pinkerton Retirement Specialists | 356k | $25M | 1925% | Sep 2023 |
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| Hengehold Capital Management | 353k | $25M | 27% | Sep 2023 |
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| TruWealth Advisors | 352k | $25M | 2% | Sep 2023 |
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| True Link Financial Advisors | 347k | $25M | 6% | Sep 2023 |
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| David Vaughan Investments | 346k | $25M | 2% | Sep 2023 |
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| Horizon Investments | 345k | $24M | 6% | Sep 2023 |
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| Tradition Wealth Management | 345k | $24M | -2% | Sep 2023 |
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| Cornerstone Planning Group | 343k | $24M | 20% | Sep 2023 |
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| Financial Architects | 337k | $25M | 2% | Jun 2023 |
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| United Capital Financial Advisers | 336k | $24M | -3% | Sep 2023 |
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| Bank Of Oklahoma National Association / | 334k | $23M | 20% | Sep 2023 |
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| American Financial Advisors | 332k | $24M | 27% | Sep 2023 |
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| RFG Advisory | 332k | $24M | -3% | Sep 2023 |
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| Noble Family Wealth | 331k | $23M | 6% | Sep 2023 |
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| Hudock Moyer Wealth Resources | 329k | $23M | 3% | Sep 2023 |
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| Janney Montgomery Scott | 328k | $23M | 4% | Sep 2023 |
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| Equitable Holdings | 328k | $23M | 0% | Sep 2023 |
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| Integrated Advisors Network | 324k | $23M | 28% | Sep 2023 |
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| Walker Financial Services | 318k | $23M | 12% | Sep 2023 |
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| Pinnacle Wealth Management Advisory | 318k | $23M | 0% | Sep 2023 |
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| Colony Group | 318k | $23M | -1% | Sep 2023 |
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| RMB Capital Management | 315k | $22M | 1% | Sep 2023 |
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| BW Gestao de Investimentos | 314k | $22M | 87% | Sep 2023 |
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| Northwest Quadrant Wealth Management | 313k | $22M | 100% | Sep 2023 |
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| Members Advisory Group | 310k | $22M | 1% | Sep 2023 |
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| CRA Financial Services | 307k | $22M | 3% | Sep 2023 |
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| Smart Money Group | 306k | $22M | 42% | Sep 2023 |
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| McCarthy Asset Management | 304k | $22M | -2% | Sep 2023 |
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| Ausdal Financial Partners | 303k | $21M | 2% | Sep 2023 |
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| Aspire Capital Advisors | 301k | $21M | 14% | Sep 2023 |
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| Mutual Advisors | 298k | $21M | 5% | Sep 2023 |
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| Asset Allocation Strategies | 295k | $21M | 9% | Sep 2023 |
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| Hennion & Walsh Asset Management | 293k | $21M | -49% | Sep 2023 |
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| Koshinski Asset Management | 293k | $21M | -2% | Sep 2023 |
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| Sweet Financial Partners | 292k | $21M | 0% | Sep 2023 |
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| Bp Wealth Management | 290k | $21M | -42% | Sep 2023 |
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| Olympus Wealth Management | 289k | $21M | 2% | Jun 2023 |
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| Souders Financial Advisors | 286k | $20M | 7% | Sep 2023 |
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| Carolinas Wealth Consulting | 272k | $19M | -11% | Sep 2023 |
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| Mercer Global Advisors | 271k | $19M | -6% | Sep 2023 |
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| Milestone Investment Advisors | 263k | $19M | -17% | Sep 2023 |
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| Global Retirement Partners | 233k | $16M | -20% | Sep 2023 |
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| Capital Fund Management | 227k | $16M | -29% | Sep 2023 |
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| Lincoln National | 227k | $16M | -38% | Sep 2023 |
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| RVW Wealth | 212k | $15M | -33% | Sep 2023 |
|
Who sold out of Schwab Strategic Tr us dividend eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bard Financial Services | Jun 2023 | 734k | $53M |
| IAM Advisory | Jun 2023 | 315k | $23M |
| Veritable | Jun 2023 | 299k | $22M |