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 2,007 institutions that hold shares in the stock, with a total of 916 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,785,482
shares
|
$1.05 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
|
$895 Million
4.23% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
32,243,420
shares
|
$873 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
|
$801 Million
4.98% of portfolio
|
Q1 2025
Added 95.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
29,361,323
shares
|
$795 Million
0.06% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
27,640,926
shares
|
$749 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
|
$574 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
18,570,000
shares
|
$503 Million
18.67% of portfolio
|
Q1 2025
Reduced 30.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,132,678
shares
|
$491 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
17,763,626
shares
|
$481 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
17,539,875
shares
|
$475 Million
0.14% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,485,194
shares
|
$419 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
13,924,582
shares
|
$377 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,496,416
shares
|
$366 Million
0.53% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,067,607
shares
|
$327 Million
0.58% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,047,605
shares
|
$272 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
|
$270 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
9,634,773
shares
|
$261 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
|
$248 Million
0.06% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,235,659
shares
|
$223 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
|
$205 Million
1.2% of portfolio
|
Q1 2025
Added 37.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,818,561
shares
|
$185 Million
0.39% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,768,332
shares
|
$183 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
|
$160 Million
4.66% of portfolio
|
Q1 2025
Added 2.8%
|