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 2,004 institutions that hold shares in the stock, with a total of 892 Million shares, which have been reported (via 13F filing form) to have a value of $24 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
|
$1.05 Billion
0.37% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
38,910,543
shares
|
$1.05 Billion
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
33,032,234
shares
|
$888 Million
4.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
28,982,800
shares
|
$779 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
|
$768 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,436,927
shares
|
$764 Million
4.28% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
28,227,260
shares
|
$759 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,215,884
shares
|
$517 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
|
$471 Million
0.17% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
17,126,918
shares
|
$460 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
15,668,364
shares
|
$421 Million
0.07% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
14,787,940
shares
|
$397 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
13,453,546
shares
|
$362 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,067,607
shares
|
$324 Million
0.58% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
12,003,126
shares
|
$323 Million
0.42% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,139,634
shares
|
$273 Million
0.06% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
9,459,398
shares
|
$254 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
|
$244 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,080,729
shares
|
$244 Million
0.54% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,836,326
shares
|
$211 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
|
$192 Million
0.97% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
7,104,121
shares
|
$191 Million
0.34% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,852,538
shares
|
$184 Million
0.55% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Keystone Financial Planning, Inc.
|
Jul 31, 2025 Q2 2025 |
6,342,618
shares
|
$170 Million
52.41% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,058,642
shares
|
$163 Million
0.46% of portfolio
|
Q2 2025
Added 3.16%
|