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 2,056 institutions that hold shares in the stock, with a total of 872 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
41,592,034
shares
|
$1.13 Billion
3.71% of portfolio
|
Q3 2025
Added 25.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
36,293,348
shares
|
$989 Million
0.31% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
35,015,919
shares
|
$954 Million
1.19% of portfolio
|
Q3 2025
Added 392.9%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
31,050,000
shares
|
$846 Million
27.8% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,436,927
shares
|
$775 Million
4.28% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
28,281,342
shares
|
$770 Million
4.1% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
27,225,753
shares
|
$742 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
26,352,037
shares
|
$718 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
18,025,557
shares
|
$491 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
16,422,407
shares
|
$447 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
15,552,135
shares
|
$424 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
14,522,660
shares
|
$396 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
13,168,861
shares
|
$359 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,921,137
shares
|
$325 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
11,857,875
shares
|
$323 Million
0.48% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,576,470
shares
|
$315 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
9,739,675
shares
|
$265 Million
7.71% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
9,650,646
shares
|
$263 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
9,298,376
shares
|
$253 Million
0.06% of portfolio
|
Q3 2025
Reduced 37.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,691,018
shares
|
$210 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,253,548
shares
|
$198 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
6,890,806
shares
|
$188 Million
0.52% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,599,938
shares
|
$180 Million
0.3% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 07, 2025 Q3 2025 |
6,150,754
shares
|
$168 Million
50.4% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
6,073,520
shares
|
$165 Million
3.84% of portfolio
|
Q3 2025
Added 2.55%
|
|