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 1,822 institutions that hold shares in the stock, with a total of 430 Million shares, which have been reported (via 13F filing form) to have a value of $12 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
|
$746 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
|
$321 Million
0.45% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,062,243
shares
|
$308 Million
8.18% of portfolio
|
Q4 2024
Added 159.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,233,968
shares
|
$257 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,502,456
shares
|
$237 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
|
$206 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,361,912
shares
|
$177 Million
0.18% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,913,411
shares
|
$165 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
|
$164 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,765,534
shares
|
$160 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
5,365,627
shares
|
$149 Million
46.75% of portfolio
|
Q4 2024
Added 188.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,139,631
shares
|
$143 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
|
$142 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
|
$135 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,281,892
shares
|
$119 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
|
$109 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,631,391
shares
|
$101 Million
0.21% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,597,636
shares
|
$100 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
|
$99.5 Million
0.99% of portfolio
|
Q4 2024
Reduced 94.46%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,543,398
shares
|
$98.6 Million
0.15% of portfolio
|
Q4 2024
Added 207.14%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,487,095
shares
|
$97 Million
0.79% of portfolio
|
Q4 2024
Added 209.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,269,180
shares
|
$91 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
|
$88.6 Million
3.46% of portfolio
|
Q4 2024
Added 210.41%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,105,998
shares
|
$86.4 Million
9.46% of portfolio
|
Q3 2024
Reduced 13.09%
|