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 1,944 institutions that hold shares in the stock, with a total of 825 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Billion.
| 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
|
$1.41 Billion
0.12% of portfolio
|
Q4 2024
Added 569.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
36,314,776
shares
|
$1.03 Billion
0.42% of portfolio
|
Q4 2024
Added 214.92%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
28,475,298
shares
|
$810 Million
0.06% of portfolio
|
Q4 2024
Added 208.38%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
26,820,000
shares
|
$763 Million
13.87% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
26,003,626
shares
|
$740 Million
4.56% of portfolio
|
Q4 2024
Added 205.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
21,703,476
shares
|
$618 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,626,674
shares
|
$559 Million
0.18% of portfolio
|
Q4 2024
Added 208.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
18,222,676
shares
|
$519 Million
0.42% of portfolio
|
Q4 2024
Added 208.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
17,426,545
shares
|
$496 Million
0.13% of portfolio
|
Q4 2024
Added 202.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
15,975,283
shares
|
$455 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
|
$431 Million
4.17% of portfolio
|
Q4 2024
Added 195.79%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,130,560
shares
|
$374 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
|
$350 Million
0.08% of portfolio
|
Q4 2024
Added 212.86%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,062,243
shares
|
$315 Million
8.18% of portfolio
|
Q4 2024
Added 159.84%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,380,983
shares
|
$267 Million
9.3% of portfolio
|
Q4 2024
Added 202.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,079,918
shares
|
$258 Million
0.05% of portfolio
|
Q4 2024
Added 217.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,210,530
shares
|
$234 Million
0.38% of portfolio
|
Q4 2024
Added 254.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,099,962
shares
|
$202 Million
0.65% of portfolio
|
Q4 2024
Added 217.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,068,690
shares
|
$173 Million
0.36% of portfolio
|
Q4 2024
Added 227.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,891,102
shares
|
$168 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,755,912
shares
|
$164 Million
4.3% of portfolio
|
Q4 2024
Added 210.18%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,635,367
shares
|
$160 Million
0.34% of portfolio
|
Q4 2024
Added 375.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,513,275
shares
|
$157 Million
0.87% of portfolio
|
Q4 2024
Added 185.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,389,861
shares
|
$153 Million
0.51% of portfolio
|
Q4 2024
Added 212.95%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
5,365,627
shares
|
$153 Million
46.75% of portfolio
|
Q4 2024
Added 188.65%
|