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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance | 60M | $1.9B | 31% | Jun 2026 |
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| Rakuten Investment Management | 47M | $1.5B | -43% | Jun 2026 |
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| Bank of America Corporation | 36M | $1.1B | 17% | Jun 2026 |
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| LPL Financial | 34M | $1.1B | 9% | Jun 2026 |
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| Morgan Stanley | 26M | $808M | 2% | Mar 2026 |
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| Cetera Investment Advisers | 26M | $808M | 5% | Jun 2026 |
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| Raymond James Financial | 18M | $573M | 5% | Jun 2026 |
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| Envestnet Asset Management | 18M | $560M | 2% | Jun 2026 |
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| UBS Group | 14M | $453M | -2% | Jun 2026 |
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| Sontag Advisory | 14M | $430M | 2% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 13M | $425M | -2% | Jun 2026 |
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| Wealthfront Advisers | 13M | $400M | -1% | Jun 2026 |
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| Royal Bank of Canada | 11M | $349M | 27% | Jun 2026 |
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| Advisor Group Holdings | 11M | $345M | 14% | Jun 2026 |
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| Virginia Estate & Retirement Planning Advisors | 11M | $11M | 100% | Jun 2026 |
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| Wells Fargo & Company | 10M | $323M | 10% | Jun 2026 |
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| Cassaday & Co Wealth Management | 9.9M | $315M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 9.6M | $305M | 2% | Jun 2026 |
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| Ameriprise Financial | 8.2M | $260M | 4% | Jun 2026 |
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| Mariner Wealth Advisors | 7.0M | $221M | -8% | Jun 2026 |
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| Mml Investors Services | 6.8M | $214M | 26% | Jun 2026 |
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| Cambridge Investment Research Advisors | 6.7M | $211M | 2% | Jun 2026 |
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| Keystone Financial Planning | 6.3M | $198M | -8% | Jun 2026 |
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| CIBC World Markets | 6.2M | $198M | 1% | Jun 2026 |
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| Honkamp Krueger Financial Services | 5.4M | $171M | -2% | Jun 2026 |
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| HHM Wealth Advisors | 5.3M | $169M | 3% | Jun 2026 |
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| HighTower Advisors | 5.2M | $166M | 2% | Jun 2026 |
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| Jones Financial Companies, L.L | 4.9M | $158M | 28% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 4.8M | $155M | 100% | Jun 2026 |
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| Creative Planning | 4.7M | $150M | 8% | Jun 2026 |
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| Keybank National Association | 4.5M | $142M | 17% | Jun 2026 |
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| CWM | 4.1M | $124M | -26% | Mar 2026 |
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| Jpmorgan Chase & Co | 3.9M | $124M | 100% | Jun 2026 |
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| Kestra Advisory Services | 3.6M | $115M | 3% | Jun 2026 |
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| Branch Banking & Trust Company | 3.3M | $103M | 3% | Jun 2026 |
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| Berger Financial Group | 3.2M | $102M | 7% | Jun 2026 |
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| Cresset Asset Management | 3.0M | $95M | 6% | Jun 2026 |
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| Mercer Global Advisors | 2.8M | $90M | 23% | Jun 2026 |
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| Fifth Third Bancorp | 2.8M | $88M | 1% | Jun 2026 |
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| ValMark Advisers | 2.6M | $84M | -1% | Jun 2026 |
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| Susquehanna International | 2.6M | $83M | -39% | Jun 2026 |
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| HPM Partners | 2.5M | $80M | 1% | Jun 2026 |
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| Golden Reserve Retirement | 2.3M | $74M | 2% | Jun 2026 |
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| Asset Advisors Investment Management | 2.3M | $74M | -8% | Jun 2026 |
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| Stifel Financial | 2.3M | $74M | 1% | Jun 2026 |
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| MAI Wealth Advisors | 2.3M | $73M | -1% | Jun 2026 |
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| Baird Financial | 2.1M | $66M | 3% | Jun 2026 |
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| Summit Asset Management | 2.1M | $66M | 0% | Jun 2026 |
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| Harbour Investments | 2.1M | $65M | 7% | Jun 2026 |
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| Warren Averett Asset Management | 2.0M | $65M | 17% | Jun 2026 |
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| Charles Schwab Trust Bank | 2.0M | $62M | -5% | Jun 2026 |
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| D.A. Davidson & Co. | 2.0M | $62M | 0% | Jun 2026 |
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| Howard Financial Services | 2.0M | $62M | 0% | Jun 2026 |
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| Spinnaker Investment Group | 1.9M | $61M | 13% | Jun 2026 |
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| Summit Financial Wealth Advisors | 1.9M | $61M | 0% | Jun 2026 |
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| United Capital Financial Advisers | 1.9M | $61M | 1% | Jun 2026 |
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| CVA Family Office | 1.9M | $61M | 0% | Jun 2026 |
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| Brookstone Capital Management | 1.9M | $60M | 147% | Jun 2026 |
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| Allied Investment Advisors | 1.9M | $59M | 3% | Jun 2026 |
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| Bank Of Oklahoma National Association / | 1.9M | $59M | 3% | Jun 2026 |
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| Stephens | 1.9M | $59M | 3% | Jun 2026 |
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| Colony | 1.8M | $58M | 12% | Jun 2026 |
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| Focus Financial Network | 1.8M | $58M | -8% | Jun 2026 |
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| Main Street Financial Solutions | 1.8M | $58M | 5% | Jun 2026 |
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| Whelan Financial | 1.8M | $57M | 1% | Jun 2026 |
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| HB Wealth Management | 1.8M | $57M | 8% | Jun 2026 |
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| MCF Advisors | 1.8M | $56M | -3% | Jun 2026 |
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| Beacon Pointe Advisors | 1.8M | $56M | 0% | Jun 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 1.7M | $53M | -8% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.7M | $55M | 7% | Jun 2026 |
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| Scott Capital Advisors | 1.7M | $55M | -1% | Jun 2026 |
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| Northwest Quadrant Wealth Management | 1.7M | $55M | 5% | Jun 2026 |
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| Burkett Financial Services | 1.7M | $54M | -1% | Jun 2026 |
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| Keudell/Morrison Wealth Management | 1.7M | $54M | 10% | Jun 2026 |
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| Captrust Financial Advisors | 1.7M | $54M | 1% | Jun 2026 |
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| Sarver Vrooman Wealth Advisors | 1.7M | $53M | 0% | Jun 2026 |
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| CGC Financial Services | 1.6M | $52M | 2% | Jun 2026 |
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| Mirae Asset Global Investments | 1.6M | $50M | 93% | Mar 2026 |
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| Retirement Network | 1.6M | $52M | 3% | Jun 2026 |
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| Rsm Us Wealth Management | 1.6M | $51M | -3% | Jun 2026 |
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| Noble Family Wealth | 1.6M | $51M | 7% | Jun 2026 |
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| Advantus Capital Management | 1.6M | $52M | 0% | Jun 2026 |
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| Evergreen Advisors | 1.6M | $50M | 1% | Jun 2026 |
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| Gail Mannix | 1.5M | $48M | 4% | Jun 2026 |
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| Victory Financial Group | 1.5M | $48M | -1% | Jun 2026 |
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| Farther Finance Advisors | 1.5M | $48M | 12% | Jun 2026 |
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| Merit Financial Group | 1.5M | $47M | -3% | Jun 2026 |
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| Curran Financial Partners | 1.5M | $47M | 9% | Jun 2026 |
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| Integrated Wealth Concepts | 1.5M | $47M | 34% | Jun 2026 |
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| Janney Montgomery Scott | 1.5M | $46M | 4% | Jun 2026 |
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| Jane Street | 1.5M | $46M | 79% | Jun 2026 |
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| Cedar Wealth Management | 1.4M | $46M | 0% | Jun 2026 |
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| Cullen Frost Bankers | 1.4M | $45M | -10% | Jun 2026 |
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| Equitable Holdings | 1.4M | $44M | 9% | Jun 2026 |
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| LVW Advisors | 1.3M | $41M | -40% | Mar 2026 |
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| Aptus Capital Advisors | 1.3M | $42M | 0% | Jun 2026 |
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| ForthRight Wealth Management | 1.3M | $41M | 1% | Jun 2026 |
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| Ameritas Advisory Services | 1.3M | $40M | 108% | Jun 2026 |
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| Private Advisor | 1.3M | $40M | -12% | Jun 2026 |
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| Iwamoto Kong & Co | 1.2M | $39M | 10% | Jun 2026 |
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| Intergy Private Wealth | 1.2M | $39M | 6% | Jun 2026 |
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| Buckingham Strategic Partners | 1.2M | $39M | -1% | Jun 2026 |
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| CRA Financial Services | 1.2M | $39M | 3% | Jun 2026 |
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| LLBH Private Wealth Management | 1.2M | $39M | 5% | Jun 2026 |
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| First Command Advisory Services | 1.2M | $38M | 2% | Jun 2026 |
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| Qube Research & Technologies | 1.2M | $38M | 2752% | Jun 2026 |
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| David Vaughan Investments | 1.2M | $38M | 1% | Jun 2026 |
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| Steele Capital Management | 1.2M | $37M | 4% | Jun 2026 |
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| Albion Financial Group | 1.2M | $37M | 15% | Jun 2026 |
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| Thrivent Financial for Lutherans | 1.1M | $36M | -10% | Jun 2026 |
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| Capital Fund Management | 1.1M | $36M | 25% | Jun 2026 |
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| William Blair $ Company | 1.1M | $35M | 1% | Jun 2026 |
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| Bank of New York Mellon | 1.1M | $35M | 14% | Jun 2026 |
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| eCIO | 1.1M | $34M | 5% | Jun 2026 |
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| Resources Investment Advisors | 1.1M | $34M | 47% | Jun 2026 |
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| Goldman Sachs Group | 1.1M | $34M | 55% | Jun 2026 |
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| Citadel Advisors | 1.0M | $33M | -49% | Jun 2026 |
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| Whitaker-Myers Wealth Managers | 1.0M | $33M | 6% | Jun 2026 |
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| Goss Wealth Management | 1.0M | $33M | 13% | Jun 2026 |
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| Great Valley Advisor Group | 1.0M | $33M | 3% | Jun 2026 |
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| Savant Capital Management | 1.0M | $34M | 592% | Jun 2026 |
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| Aspire Capital Advisors | 991k | $31M | 1% | Jun 2026 |
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| Sanctuary Advisors | 986k | $31M | 8% | Jun 2026 |
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| Hanson McClain Advisors | 985k | $31M | -34% | Jun 2026 |
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| Stonehearth Capital Management | 969k | $31M | 51% | Jun 2026 |
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| Financial Insights | 965k | $31M | 3% | Jun 2026 |
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| Regimen Wealth | 945k | $30M | 2% | Jun 2026 |
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| Wealth Management Resources | 941k | $30M | 8% | Jun 2026 |
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| Newman Dignan & Sheerar | 939k | $30M | 0% | Jun 2026 |
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| Eagle Capital Management | 934k | $30M | 1% | Jun 2026 |
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| American Financial Advisors | 930k | $30M | -32% | Jun 2026 |
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| Sigma Planning | 924k | $29M | 6% | Jun 2026 |
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| Manning & Napier Advisors | 922k | $29M | 4% | Jun 2026 |
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| Regal Investment Advisors | 906k | $29M | 0% | Jun 2026 |
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| Souders Financial Advisors | 887k | $28M | -17% | Jun 2026 |
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| Pathstone Holdings | 879k | $28M | 0% | Jun 2026 |
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| FMR | 877k | $28M | 15% | Jun 2026 |
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| Ausdal Financial Partners | 874k | $28M | -10% | Jun 2026 |
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| Capital Advantage | 873k | $28M | 0% | Jun 2026 |
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| Rocky Mountain Advisers | 873k | $28M | -1% | Jun 2026 |
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| Central Trust & Investment | 870k | $28M | -2% | Jun 2026 |
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| Tradition Wealth Management | 858k | $27M | 4% | Jun 2026 |
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| AdvisorNet Financial | 851k | $27M | 6% | Jun 2026 |
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| Walker Financial Services | 843k | $27M | -5% | Jun 2026 |
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| White Lighthouse Investment Management | 835k | $27M | 22% | Jun 2026 |
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| Dagco | 822k | $26M | 5% | Jun 2026 |
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| Ledyard National Bank | 822k | $26M | 2% | Jun 2026 |
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| PFG Advisors | 820k | $26M | -25% | Jun 2026 |
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| Modern Wealth Management | 818k | $26M | 14% | Jun 2026 |
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| Joule Financial | 813k | $26M | 0% | Jun 2026 |
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| Stratos Wealth Partners | 808k | $26M | -8% | Jun 2026 |
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| McCarthy Asset Management | 805k | $26M | -1% | Jun 2026 |
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| Moneta Group Investment Advisors | 745k | $24M | -14% | Jun 2026 |
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| Bouchey Financial | 515k | $16M | -78% | Jun 2026 |
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| CI Private Wealth | 363k | $12M | -59% | Jun 2026 |
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| Independent Advisor Alliance | 96k | $3.0M | -91% | Jun 2026 |
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Who sold out of Schwab Strategic Tr us dividend eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Paradiem | Mar 2026 | 1.8M | $56M |