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 1,964 institutions that hold shares in the stock, with a total of 851 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
49,630,784
shares
|
$1.26 Billion
0.12% of portfolio
|
Q4 2024
Added 569.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
36,314,776
shares
|
$924 Million
0.42% of portfolio
|
Q4 2024
Added 214.92%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
28,475,298
shares
|
$724 Million
0.06% of portfolio
|
Q4 2024
Added 208.38%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
26,820,000
shares
|
$682 Million
13.87% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
26,003,626
shares
|
$662 Million
4.56% of portfolio
|
Q4 2024
Added 205.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
21,703,476
shares
|
$552 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,626,674
shares
|
$499 Million
0.18% of portfolio
|
Q4 2024
Added 208.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
18,222,676
shares
|
$464 Million
0.42% of portfolio
|
Q4 2024
Added 208.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
17,426,545
shares
|
$443 Million
0.13% of portfolio
|
Q4 2024
Added 202.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
15,975,283
shares
|
$406 Million
0.08% of portfolio
|
Q4 2024
Added 210.83%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
15,144,112
shares
|
$385 Million
4.17% of portfolio
|
Q4 2024
Added 195.79%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
14,309,642
shares
|
$364 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,130,560
shares
|
$334 Million
0.52% of portfolio
|
Q4 2024
Added 206.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
12,294,235
shares
|
$313 Million
0.08% of portfolio
|
Q4 2024
Added 212.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
11,654,619
shares
|
$296 Million
0.66% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
11,520,110
shares
|
$293 Million
8.77% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,380,983
shares
|
$239 Million
9.3% of portfolio
|
Q4 2024
Added 202.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,079,918
shares
|
$231 Million
0.05% of portfolio
|
Q4 2024
Added 217.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,210,530
shares
|
$209 Million
0.38% of portfolio
|
Q4 2024
Added 254.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,768,332
shares
|
$172 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,068,690
shares
|
$154 Million
0.36% of portfolio
|
Q4 2024
Added 227.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,891,102
shares
|
$150 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,755,912
shares
|
$146 Million
4.3% of portfolio
|
Q4 2024
Added 210.18%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,635,367
shares
|
$143 Million
0.34% of portfolio
|
Q4 2024
Added 375.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,513,275
shares
|
$140 Million
0.87% of portfolio
|
Q4 2024
Added 185.99%
|