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
Charles Schwab Investment Advisory 7.5M $483M -3% Dec 2020
Wealthfront Advisers 6.5M $419M 7% Dec 2020
Honkamp Krueger Financial Services 3.6M $231M -6% Dec 2020
Sontag Advisory 2.7M $176M 197% Dec 2020
Orgel Wealth Management 2.7M $172M 23% Dec 2020
Ameriprise Financial 2.6M $167M 27% Dec 2020
Bank of America Corporation 2.6M $164M 18% Dec 2020
LPL Financial 2.4M $156M 29% Dec 2020
Morgan Stanley 2.3M $145M 13% Dec 2020
Newman Dignan & Sheerar 2.3M $15M 926% Dec 2020
UBS Group 2.2M $144M -25% Dec 2020

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Jpmorgan Chase & Co 2.0M $127M 8971% Dec 2020
Envestnet Asset Management 1.8M $115M 15% Dec 2020
Advisor Group Holdings 1.5M $96M 17% Dec 2020
Commonwealth Equity Services 1.5M $96M 75% Dec 2020
Asset Advisors Investment Management 1.5M $111M 0% Mar 2021
Keystone Financial Planning 1.1M $72M 22% Dec 2020
Mariner Wealth Advisors 990k $64M 42% Dec 2020
Wells Fargo & Company 889k $57M 7% Dec 2020
HHM Wealth Advisors 882k $57M 2% Dec 2020
Strategic Wealth Management Group 832k $61M 4% Mar 2021
Cetera Investment Advisers 803k $52M 100% Dec 2020
AE Wealth Management 749k $48M 216% Dec 2020
Keybank National Association 739k $47M 27% Dec 2020
Raymond James Financial Services Advisors 706k $45M -28% Dec 2020
D.A. Davidson & Co. 682k $44M -1% Dec 2020
Sawtooth Asset Management 642k $41M 275% Dec 2020
Mercer Global Advisors 631k $41M 31% Dec 2020
Coastal Capital Group 557k $36M -6% Dec 2020
Legacy Financial Strategies 540k $35M 0% Dec 2020
Northwestern Mutual Wealth Management Company 471k $30M 38% Dec 2020
Royal Bank of Canada 467k $30M 44% Dec 2020
CVA Family Office 460k $34M 152% Mar 2021
Summit Asset Management 453k $29M -3% Dec 2020
Kestra Advisory Services 426k $27M 250% Dec 2020
ESL Trust Services 424k $27M 0% Dec 2020
JNBA Financial Advisors 416k $27M 29% Dec 2020
Bard Financial Services 415k $27M 100% Dec 2020
Gerber Kawasaki Wealth & Investment Management 394k $25M 100% Dec 2020
Howard Financial Services 392k $25M 6% Dec 2020
Pinkerton Retirement Specialists 383k $25M -11% Dec 2020
Colony Group 373k $24M 6% Dec 2020
Aurora Private Wealth 369k $27M 5% Mar 2021
Enterprise Financial Services Corp 369k $24M -2% Dec 2020
Central Trust & Investment 361k $23M 6% Dec 2020
Cambridge Investment Research Advisors 357k $23M 1% Dec 2020
Reitz Capital Advisors 338k $25M 9% Mar 2021
Branch Banking & Trust Company 331k $21M 245% Dec 2020
ValMark Advisers 331k $21M 6% Dec 2020
Susquehanna International 314k $20M -28% Dec 2020
Capital Advantage 308k $20M 46% Dec 2020
Mml Investors Services 307k $20M 3% Dec 2020
Tradition Wealth Management 306k $20M 100% Dec 2020
Hengehold Capital Management 302k $19M -2% Dec 2020
HighTower Advisors 295k $19M 69% Dec 2020
Madison Asset Management 289k $19M 12% Dec 2020
McCarthy Asset Management 282k $18M 100% Dec 2020
Visionary Wealth Advisors 269k $17M 43% Dec 2020
Clear Perspective Advisors 262k $17M 5% Dec 2020
Homrich Berg 260k $17M -2% Dec 2020
Marquette Asset Management 260k $17M 25% Dec 2020
First Mercantile Trust Company 260k $17M -14% Dec 2020
Resource Management 259k $17M 13% Dec 2020
Taylor, Cottrill, Erickson & Associates 253k $19M 0% Mar 2021
United Capital Financial Advisers 251k $16M -6% Dec 2020
JJJ Advisors 249k $16M 2% Dec 2020
ProVise Management Group 246k $16M -5% Dec 2020
Goss Wealth Management 231k $15M -2% Dec 2020
Souders Financial Advisors 229k $15M 2% Dec 2020
Opus Investment Management 228k $15M 0% Dec 2020
H D Vest Advisory Services 216k $14M -10% Dec 2020
Raymond James & Associates 211k $14M 22% Dec 2020
David Vaughan Investments 210k $14M 8% Dec 2020
Qube Research & Technologies 202k $13M -49% Dec 2020
Sunburst Financial Group 201k $13M 10% Dec 2020
Fundamentun 201k $13M 1% Dec 2020
Creative Planning 197k $13M 20% Dec 2020
Stewardship Advisors 196k $13M 100% Dec 2020
LVW Advisors 194k $14M 0% Mar 2021
Gail Mannix 192k $12M 35% Dec 2020
Milestone Advisory Partners 184k $12M -42% Dec 2020
Financial Architects 183k $12M 26% Dec 2020
USAdvisors Wealth Management 182k $12M -10% Dec 2020
Koshinski Asset Management 182k $12M 2% Dec 2020
Manning & Napier Group 181k $12M 8% Dec 2020
CWH Capital Management 181k $12M 100% Dec 2020
Townsquare Capital 180k $12M 240% Dec 2020
Miracle Mile Advisors 176k $11M 14% Dec 2020
Kohmann Bosshard Financial Services 171k $11M 5% Dec 2020
Retirement Network 171k $11M 3% Dec 2020
First Command Advisory Services 169k $11M -2% Dec 2020
Shorepoint Capital Partners 167k $11M 1% Dec 2020
Adams Chetwood Wealth Management 166k $11M 6% Dec 2020
Main Street Financial Solutions 159k $10M 100% Dec 2020
Bft Financial Group 159k $12M 21% Mar 2021
Financial Counselors 157k $10M 32% Dec 2020
Acorn Wealth Advisors 153k $9.8M -3% Dec 2020
First National Corp 153k $9.8M -2% Dec 2020
Carolinas Wealth Consulting 149k $9.6M 13% Dec 2020
Islay Capital Management 147k $9.4M 0% Dec 2020
Charles Schwab Trust 145k $11M -20% Mar 2021
BCS Wealth Management 145k $9.3M 0% Dec 2020
Atlantic Trust 142k $9.1M 0% Dec 2020
Winthrop Advisory Group 138k $8.9M 0% Dec 2020
Courage Miller Partners 137k $8.8M 3% Dec 2020
CRA Financial Services 136k $9.9M 12% Mar 2021
FormulaFolio Investments 136k $8.7M 2% Dec 2020
AdvisorNet Financial 134k $9.8M -12% Mar 2021
Regal Investment Advisors 129k $8.3M 0% Dec 2020
Ausdal Financial Partners 129k $8.3M 18% Dec 2020
Barnett & Company 126k $9.2M 5% Mar 2021
Integrated Advisors Network 123k $7.9M -34% Dec 2020
CWM 122k $7.8M 166% Dec 2020
Burleson & Company 121k $7.8M -3% Dec 2020
Assetmark 114k $7.3M -1% Dec 2020
Wipfli Financial Advisors Llc, 114k $7.3M 100% Dec 2020
Thrivent Financial for Lutherans 112k $7.2M 58% Dec 2020
NBT Bank 111k $8.1M -7% Mar 2021
Planning Directions 111k $7.1M 7% Dec 2020
Soltis Investment Advisors 110k $7.1M -13% Dec 2020
Leavell Investment Management 109k $8.0M -3% Mar 2021
NewFocus Financial 109k $7.0M 17% Dec 2020
SVA Plumb Wealth Management 109k $7.0M -11% Dec 2020
DHJJ Financial Advisors 108k $6.9M 100% Dec 2020
Aj Wealth Strategies 106k $6.8M 18% Dec 2020
Vista Private Wealth Partners 105k $5.8M -27% Mar 2021
Private Advisor 104k $6.7M 12% Dec 2020
Cardan Capital Partners 103k $7.5M 58% Mar 2021
Sigma Planning 102k $6.5M 7% Dec 2020
Ccg Wealth Management 101k $6.5M 9% Dec 2020
SevenBridge Financial 99k $6.4M 3% Dec 2020
Fifth Third Bancorp 96k $6.2M 100% Dec 2020
Holt Capital Advisors, L.L.C. dba Holt Capital Partners 95k $6.1M 1% Dec 2020
FLC Capital Advisors 95k $6.1M -1% Dec 2020
Smithbridge Asset Management 95k $6.9M 3% Mar 2021
Cowa 94k $6.0M 100% Dec 2020
McMahon Financial Advisors 94k $6.0M 0% Dec 2020
Veritable 93k $6.0M 0% Dec 2020
Baird Financial 93k $6.0M 0% Dec 2020
Retirement Group 91k $5.9M 100% Dec 2020
HBK Sorce Advisory 91k $5.8M 14% Dec 2020
Global Strategic Investment Solutions 91k $5.8M 2% Dec 2020
RegentAtlantic Capital 90k $5.8M 417% Dec 2020
Lebenthal Global Advisors 90k $5.7M 100% Dec 2020
PFG Advisors 88k $5.6M 24% Dec 2020
Mayfair Advisory Group 88k $6.4M 7% Mar 2021
Venture Visionary Partners 87k $5.6M 100% Dec 2020
TrinityPoint Wealth 87k $5.7M 2% Dec 2020
Strategic Family Wealth Counselors 86k $5.5M 4% Dec 2020
Juncture Wealth Strategies 86k $6.3M 11% Mar 2021
Legacy Private Trust 85k $6.2M -6% Mar 2021
First Republic Investment Management 84k $5.4M -2% Dec 2020
Pittenger & Anderson 82k $5.2M -15% Dec 2020
Patriot Investment Management 39k $2.5M -58% Dec 2020
Almanack Investment Partners 4.6k $298k -97% Dec 2020