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 2,022 institutions that hold shares in the stock, with a total of 839 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
39,215,993
shares
|
$1.04 Billion
0.37% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
33,032,234
shares
|
$878 Million
4.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
28,982,800
shares
|
$770 Million
4.36% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
28,560,608
shares
|
$759 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,436,927
shares
|
$756 Million
4.28% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
28,227,260
shares
|
$750 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,215,884
shares
|
$511 Million
0.16% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
17,528,202
shares
|
$466 Million
0.17% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
17,126,918
shares
|
$455 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
15,668,364
shares
|
$416 Million
0.07% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
14,787,940
shares
|
$393 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
13,453,546
shares
|
$357 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,067,607
shares
|
$321 Million
0.58% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,921,137
shares
|
$317 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
11,264,610
shares
|
$299 Million
0.57% of portfolio
|
Q2 2025
Added 24.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,139,634
shares
|
$269 Million
0.06% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
9,459,398
shares
|
$251 Million
8.06% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,093,676
shares
|
$242 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,836,326
shares
|
$208 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,146,923
shares
|
$190 Million
0.97% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
7,104,121
shares
|
$189 Million
0.34% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,852,538
shares
|
$182 Million
0.55% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,599,938
shares
|
$175 Million
0.3% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 07, 2025 Q3 2025 |
6,150,754
shares
|
$163 Million
50.4% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,058,642
shares
|
$161 Million
0.46% of portfolio
|
Q2 2025
Added 3.16%
|