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 1,813 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
26,820,000
shares
|
$751 Million
13.87% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
11,531,390
shares
|
$323 Million
0.45% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,062,243
shares
|
$310 Million
8.18% of portfolio
|
Q4 2024
Added 159.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,233,968
shares
|
$259 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,502,456
shares
|
$238 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
|
$208 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,361,912
shares
|
$178 Million
0.18% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,913,411
shares
|
$166 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
|
$165 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,765,534
shares
|
$161 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
5,365,627
shares
|
$150 Million
46.75% of portfolio
|
Q4 2024
Added 188.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,139,631
shares
|
$144 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
|
$143 Million
4.46% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,872,578
shares
|
$136 Million
18.29% of portfolio
|
Q4 2024
Added 207.29%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
4,840,490
shares
|
$136 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,281,892
shares
|
$120 Million
0.55% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,929,676
shares
|
$110 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,631,391
shares
|
$102 Million
0.21% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,597,636
shares
|
$101 Million
12.23% of portfolio
|
Q4 2024
Added 203.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
3,576,526
shares
|
$100 Million
0.99% of portfolio
|
Q4 2024
Reduced 94.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,269,180
shares
|
$91.6 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,183,816
shares
|
$89.2 Million
3.46% of portfolio
|
Q4 2024
Added 210.41%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,105,998
shares
|
$87 Million
9.46% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,038,718
shares
|
$85.1 Million
0.31% of portfolio
|
Q4 2024
Added 192.69%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,947,348
shares
|
$82.6 Million
1.26% of portfolio
|
Q4 2024
Added 223.13%
|