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 1,978 institutions that hold shares in the stock, with a total of 844 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
49,630,784
shares
|
$1.28 Billion
0.12% of portfolio
|
Q4 2024
Added 569.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,785,482
shares
|
$1 Billion
0.44% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
28,475,298
shares
|
$735 Million
0.06% of portfolio
|
Q4 2024
Added 208.38%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
27,640,926
shares
|
$714 Million
4.82% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
21,703,476
shares
|
$560 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
18,570,000
shares
|
$479 Million
18.67% of portfolio
|
Q1 2025
Reduced 30.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
18,222,676
shares
|
$471 Million
0.42% of portfolio
|
Q4 2024
Added 208.16%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,132,678
shares
|
$468 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
17,426,545
shares
|
$450 Million
0.13% of portfolio
|
Q4 2024
Added 202.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
15,975,283
shares
|
$412 Million
0.08% of portfolio
|
Q4 2024
Added 210.83%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
15,144,112
shares
|
$391 Million
4.17% of portfolio
|
Q4 2024
Added 195.79%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
13,924,582
shares
|
$360 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,130,560
shares
|
$339 Million
0.52% of portfolio
|
Q4 2024
Added 206.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
12,294,235
shares
|
$317 Million
0.08% of portfolio
|
Q4 2024
Added 212.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
11,654,619
shares
|
$301 Million
0.66% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
11,520,110
shares
|
$297 Million
8.77% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
9,634,773
shares
|
$249 Million
9.59% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,079,918
shares
|
$234 Million
0.05% of portfolio
|
Q4 2024
Added 217.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,210,530
shares
|
$212 Million
0.38% of portfolio
|
Q4 2024
Added 254.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,818,561
shares
|
$176 Million
0.39% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,768,332
shares
|
$175 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
|
$153 Million
4.66% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,891,102
shares
|
$152 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,650,775
shares
|
$146 Million
0.63% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,620,573
shares
|
$145 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.26%
|