Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 2,003 institutions that hold shares in the stock, with a total of 897 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
38,910,543
shares
|
$1.04 Billion
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,785,482
shares
|
$1.04 Billion
0.44% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
33,032,234
shares
|
$884 Million
4.23% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
32,243,420
shares
|
$863 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
29,554,836
shares
|
$791 Million
4.98% of portfolio
|
Q1 2025
Added 95.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
29,361,323
shares
|
$785 Million
0.06% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,436,927
shares
|
$761 Million
4.28% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,199,631
shares
|
$567 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,215,884
shares
|
$514 Million
0.16% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
17,763,626
shares
|
$475 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
17,539,875
shares
|
$469 Million
0.14% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,485,194
shares
|
$414 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
13,453,546
shares
|
$360 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,067,607
shares
|
$323 Million
0.58% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
12,003,126
shares
|
$321 Million
0.42% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,047,605
shares
|
$269 Million
0.67% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,960,232
shares
|
$266 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
9,634,773
shares
|
$258 Million
9.59% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
9,164,874
shares
|
$245 Million
0.06% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,235,659
shares
|
$220 Million
0.39% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,582,282
shares
|
$203 Million
1.2% of portfolio
|
Q1 2025
Added 37.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
7,104,121
shares
|
$190 Million
0.34% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,852,538
shares
|
$183 Million
0.55% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Keystone Financial Planning, Inc.
|
Jul 31, 2025 Q2 2025 |
6,342,618
shares
|
$170 Million
52.41% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,922,555
shares
|
$158 Million
3.94% of portfolio
|
Q2 2025
Added 0.09%
|