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 1,633 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
10,841,262
shares
|
$868 Million
0.48% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
9,721,361
shares
|
$778 Million
1.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
9,146,540
shares
|
$732 Million
0.06% of portfolio
|
Q1 2024
Added 10.53%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
7,775,195
shares
|
$623 Million
5.64% of portfolio
|
Q1 2024
Added 4.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
7,204,871
shares
|
$577 Million
0.06% of portfolio
|
Q1 2024
Reduced 47.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
6,675,552
shares
|
$535 Million
0.15% of portfolio
|
Q1 2024
Reduced 15.34%
|
|
|
Sumitomo Life Insurance CO
|
Apr 26, 2024 Q1 2024 |
6,320,000
shares
|
$506 Million
12.26% of portfolio
|
Q1 2024
Added 110.67%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,101,855
shares
|
$489 Million
0.19% of portfolio
|
Q1 2024
Added 6.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
6,085,029
shares
|
$487 Million
0.5% of portfolio
|
Q1 2024
Reduced 7.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
5,712,485
shares
|
$457 Million
0.69% of portfolio
|
Q1 2024
Added 11.84%
|
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
5,116,593
shares
|
$410 Million
1.45% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
5,035,345
shares
|
$403 Million
5.42% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,694,968
shares
|
$376 Million
0.1% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
4,444,733
shares
|
$356 Million
0.6% of portfolio
|
Q1 2024
Added 7.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,195,780
shares
|
$336 Million
0.78% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
4,152,801
shares
|
$333 Million
9.51% of portfolio
|
Q1 2024
Added 0.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,018,418
shares
|
$322 Million
0.08% of portfolio
|
Q1 2024
Added 10.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,806,504
shares
|
$305 Million
0.07% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,795,068
shares
|
$304 Million
0.03% of portfolio
|
Q1 2024
Added 4.4%
|
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
3,598,014
shares
|
$288 Million
9.43% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
3,375,640
shares
|
$270 Million
0.74% of portfolio
|
Q1 2024
Added 4.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
2,269,372
shares
|
$182 Million
0.7% of portfolio
|
Q1 2024
Added 4.33%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
2,240,640
shares
|
$179 Million
0.38% of portfolio
|
Q1 2024
Added 7.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,928,780
shares
|
$154 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Charles Schwab Trust Bank
Henderson, NV |
May 09, 2024 Q1 2024 |
1,820,439
shares
|
$146 Million
100.0% of portfolio
|
Q1 2024
New holding
|
|