Schwab Strategic Tr Us Dividen SCHD
Institutional shares held
340 Million
1.92M
calls
1.16M
puts
Total value of holdings
$9.51B
$53.7M
calls
$32.4M
puts
# of Institutions
1,786
We take great care to ensure that the data presented and summarized in this overview for SCHWAB STRATEGIC TR US DIVIDEN is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHD
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Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$209 Million0.05% of portfolio
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Envestnet Asset Management Inc6.36MShares$180 Million0.18% of portfolio
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Northwestern Mutual Wealth Management CO5.91MShares$167 Million0.45% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.89MShares$166 Million0.68% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.77MShares$163 Million0.13% of portfolio