Schwab Strategic Tr Us Dividen SCHD
Institutional shares held
518 Million
1.92M
calls
1.16M
puts
Total value of holdings
$14.4B
$53.3M
calls
$32.1M
puts
# of Institutions
1,861
We take great care to ensure that the data presented and summarized in this overview for SCHWAB STRATEGIC TR US DIVIDEN is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHD
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Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
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Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
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Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
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Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio
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Avantax Planning Partners, Inc.9.38MShares$259 Million9.3% of portfolio
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Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio