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 2,000 institutions that hold shares in the stock, with a total of 888 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,785,482
shares
|
$1.04 Billion
0.44% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
33,032,234
shares
|
$882 Million
4.23% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
32,243,420
shares
|
$861 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
29,554,836
shares
|
$789 Million
4.98% of portfolio
|
Q1 2025
Added 95.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
29,361,323
shares
|
$784 Million
0.06% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
27,640,926
shares
|
$738 Million
4.82% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,199,631
shares
|
$566 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
18,570,000
shares
|
$496 Million
18.67% of portfolio
|
Q1 2025
Reduced 30.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,132,678
shares
|
$484 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
17,763,626
shares
|
$474 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
17,539,875
shares
|
$468 Million
0.14% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,485,194
shares
|
$413 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
13,924,582
shares
|
$372 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,496,416
shares
|
$360 Million
0.53% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
11,654,619
shares
|
$311 Million
0.66% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
11,520,110
shares
|
$308 Million
8.77% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,047,605
shares
|
$268 Million
0.67% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,960,232
shares
|
$266 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
9,634,773
shares
|
$257 Million
9.59% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
9,164,874
shares
|
$245 Million
0.06% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,235,659
shares
|
$220 Million
0.39% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,582,282
shares
|
$202 Million
1.2% of portfolio
|
Q1 2025
Added 37.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,818,561
shares
|
$182 Million
0.39% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,768,332
shares
|
$181 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,917,303
shares
|
$158 Million
4.66% of portfolio
|
Q1 2025
Added 2.8%
|