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Who holds SCHD

SCHWAB STRATEGIC TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Vermillion Wealth Management, Inc.165.1K$5.2B1.2%
10Elms LLP137.6K$4.4B1.8%
SUMITOMO LIFE INSURANCE CO59.6M$1.9B30.9%
Rakuten Investment Management, Inc.47.1M$1.5B4.3%
BANK OF AMERICA CORP /DE/36.0M$1.1B0.1%
LPL Financial LLC33.5M$1.1B0.2%
MORGAN STANLEY27.9M$884.2M0.0%
Cetera Investment Advisers25.5M$808.2M0.7%
RAYMOND JAMES FINANCIAL INC18.1M$572.9M0.2%
ENVESTNET ASSET MANAGEMENT INC17.7M$560.2M0.1%
UBS Group AG14.3M$452.6M0.1%
Wealthspire Advisors, LLC13.6M$430.4M2.4%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO13.4M$424.9M0.2%
Wealthfront Advisers LLC12.6M$400.2M0.8%
ROYAL BANK OF CANADA11.0M$349.1M0.1%
OSAIC HOLDINGS, INC.10.9M$344.7M0.4%
WELLS FARGO & COMPANY/MN10.2M$323.1M0.1%
Cassaday & Co Wealth Management LLC9.9M$314.5M5.9%
COMMONWEALTH EQUITY SERVICES, LLC9.6M$304.6M0.4%
AMERIPRISE FINANCIAL INC8.2M$259.7M0.1%
Mariner, LLC7.0M$221.1M0.2%
MML INVESTORS SERVICES, LLC6.8M$214.0M0.4%
Cambridge Investment Research Advisors, Inc.6.7M$210.9M0.5%
Keystone Financial Planning, Inc.6.3M$198.2M51.1%
CIBC WORLD MARKET INC.6.2M$197.7M0.3%
Avantax Planning Partners, Inc.5.4M$171.0M4.3%
HHM Wealth Advisors, LLC5.3M$168.5M16.9%
JONES FINANCIAL COMPANIES LLLP4.9M$158.3M0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.8M$154.8M0.3%
Creative Planning4.7M$150.2M0.1%
KEYBANK NATIONAL ASSOCIATION/OH4.5M$141.8M0.5%
JPMORGAN CHASE & CO3.9M$124.2M0.0%
Kestra Advisory Services, LLC3.6M$115.3M0.4%
TRUIST FINANCIAL CORP3.3M$103.4M0.1%
Berger Financial Group, Inc3.2M$101.6M5.2%
Cresset Asset Management, LLC3.0M$94.8M0.3%
MERCER GLOBAL ADVISORS INC /ADV2.8M$89.9M0.1%
FIFTH THIRD BANCORP2.8M$87.6M0.1%
Valmark Advisers, Inc.2.6M$83.5M0.9%
Cerity Partners LLC2.5M$80.0M0.1%
Golden Reserve Retirement LLC2.3M$74.2M11.7%
Asset Advisors Investment Management, LLC2.3M$73.8M6.8%
STIFEL FINANCIAL CORP2.3M$73.7M0.1%
MAI Capital Management2.3M$72.6M0.3%
Baird Financial Group, Inc.2.1M$66.0M0.1%
Summit Asset Management, LLC2.1M$65.6M8.4%
HARBOUR INVESTMENTS, INC.2.1M$65.1M0.9%
Waverly Advisors, LLC2.0M$64.8M0.4%
Charles Schwab Trust Bank2.0M$62.2M100.0%
D.A. DAVIDSON & CO.2.0M$62.0M0.3%
HOWARD FINANCIAL SERVICES, LTD.2.0M$61.9M6.2%
Spinnaker Investment Group, LLC1.9M$61.3M9.8%
Summit Financial Wealth Advisors, LLC1.9M$61.0M7.8%
UNITED CAPITAL FINANCIAL ADVISORS, LLC1.9M$60.9M0.3%
CVA Family Office, LLC1.9M$60.5M5.5%
Brookstone Capital Management1.9M$59.9M0.6%
Allied Investment Advisors, LLC1.9M$59.3M7.5%
BOKF, NA1.9M$59.3M0.8%
STEPHENS INC /AR/1.9M$59.3M0.7%
Focus Partners Wealth1.8M$58.4M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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