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 1,642 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
10,841,262
shares
|
$837 Million
0.48% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
9,721,361
shares
|
$750 Million
1.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
9,146,540
shares
|
$706 Million
0.06% of portfolio
|
Q1 2024
Added 10.53%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
7,775,195
shares
|
$600 Million
5.64% of portfolio
|
Q1 2024
Added 4.01%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
7,204,871
shares
|
$556 Million
0.06% of portfolio
|
Q1 2024
Reduced 47.16%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
6,675,552
shares
|
$515 Million
0.15% of portfolio
|
Q1 2024
Reduced 15.34%
|
|
Sumitomo Life Insurance CO
|
Apr 26, 2024 Q1 2024 |
6,320,000
shares
|
$488 Million
12.26% of portfolio
|
Q1 2024
Added 110.67%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,101,855
shares
|
$471 Million
0.19% of portfolio
|
Q1 2024
Added 6.27%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
6,085,029
shares
|
$470 Million
0.5% of portfolio
|
Q1 2024
Reduced 7.88%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
5,712,485
shares
|
$441 Million
0.69% of portfolio
|
Q1 2024
Added 11.84%
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
5,116,593
shares
|
$395 Million
1.45% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
5,035,345
shares
|
$389 Million
5.42% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,694,968
shares
|
$362 Million
0.1% of portfolio
|
Q1 2024
Added 0.12%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
4,444,733
shares
|
$343 Million
0.6% of portfolio
|
Q1 2024
Added 7.05%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,195,780
shares
|
$324 Million
0.78% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
4,152,801
shares
|
$321 Million
9.51% of portfolio
|
Q1 2024
Added 0.92%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,018,418
shares
|
$310 Million
0.08% of portfolio
|
Q1 2024
Added 10.02%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,806,504
shares
|
$294 Million
0.07% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,795,068
shares
|
$293 Million
0.03% of portfolio
|
Q1 2024
Added 4.4%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
3,598,014
shares
|
$278 Million
9.43% of portfolio
|
Q1 2024
Added 0.91%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
3,375,640
shares
|
$261 Million
0.74% of portfolio
|
Q1 2024
Added 4.54%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
2,269,372
shares
|
$175 Million
0.7% of portfolio
|
Q1 2024
Added 4.33%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
2,240,640
shares
|
$173 Million
0.38% of portfolio
|
Q1 2024
Added 7.54%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
2,104,047
shares
|
$162 Million
0.41% of portfolio
|
Q1 2024
Added 401.29%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,928,780
shares
|
$149 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.66%
|