SCHD institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding2,133
Shares held841,175,625
Reported value$26.7bn
Quarter flows191 new, 1,068 added, 639 trimmed, 114 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SUMITOMO LIFE INSURANCE CO59,569,934$1.9bn30.9%
Rakuten Investment Management, Inc.47,138,834$1.5bn4.3%
BANK OF AMERICA CORP /DE/35,964,374$1.1bn0.1%
LPL Financial LLC33,495,236$1.1bn0.2%
MORGAN STANLEY27,882,415$884.2m0.0%
Cetera Investment Advisers25,487,103$808.2m0.7%
RAYMOND JAMES FINANCIAL INC18,067,002$572.9m0.2%
ENVESTNET ASSET MANAGEMENT INC17,667,059$560.2m0.1%
UBS Group AG14,272,113$452.6m0.1%
Wealthspire Advisors, LLC13,574,503$430.4m2.4%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO13,398,710$424.9m0.2%
Cambridge Investment Research Advisors, Inc.13,299,293$421.7m0.5%
Wealthfront Advisers LLC12,619,208$400.2m0.8%
ROYAL BANK OF CANADA11,007,943$349.1m0.1%
OSAIC HOLDINGS, INC.10,869,562$344.7m0.4%
Virginia Estate & Retirement Planning Advisors Inc.10,533,989$334.0m50.6%
WELLS FARGO & COMPANY/MN10,190,067$323.1m0.1%
Cassaday & Co Wealth Management LLC9,917,423$314.5m5.9%
COMMONWEALTH EQUITY SERVICES, LLC9,607,085$304.6m0.4%
AMERIPRISE FINANCIAL INC8,187,261$259.7m0.1%
Mariner, LLC6,973,748$221.1m0.2%
MML INVESTORS SERVICES, LLC6,750,017$214.0m0.4%
Keystone Financial Planning, Inc.6,250,349$198.2m51.1%
CIBC WORLD MARKET INC.6,233,348$197.7m0.3%
Avantax Planning Partners, Inc.5,394,015$171.0m4.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SCHD"). SCHD price history · All 13F data

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