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 1,751 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $7.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
11,531,390
shares
|
$331 Million
0.45% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,233,968
shares
|
$265 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
8,940,000
shares
|
$257 Million
14.86% of portfolio
|
Q2 2024
Added 41.46%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,502,456
shares
|
$244 Million
4.81% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,412,088
shares
|
$213 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,361,912
shares
|
$183 Million
0.18% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,913,411
shares
|
$170 Million
0.45% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,891,102
shares
|
$169 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,765,534
shares
|
$166 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,139,631
shares
|
$148 Million
0.1% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,119,956
shares
|
$147 Million
4.46% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
4,840,490
shares
|
$139 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,281,892
shares
|
$123 Million
0.55% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
4,257,335
shares
|
$122 Million
9.34% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,929,676
shares
|
$113 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,629,338
shares
|
$104 Million
0.69% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,269,180
shares
|
$93.9 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,105,998
shares
|
$89.2 Million
9.46% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,860,162
shares
|
$82.1 Million
0.05% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
2,593,803
shares
|
$74.5 Million
2.9% of portfolio
|
Q3 2024
Added 167.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,318,259
shares
|
$66.6 Million
0.35% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,236,466
shares
|
$64.2 Million
0.64% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,927,782
shares
|
$55.3 Million
0.64% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 28, 2024 Q3 2024 |
1,858,898
shares
|
$53.4 Million
47.77% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,855,674
shares
|
$53.3 Million
4.44% of portfolio
|
Q3 2024
Added 6.61%
|