SCHD SCHWAB STRATEGIC TR: institutional ownership and insider trading

2,351 funds reported holding $28.1B of SCHWAB STRATEGIC TR in their latest 13F filings; in Q2 2026 funds net bought $181M, with 161 new positions and 78 funds selling out.

Famous investors holding SCHD

Largest institutional holders of SCHD

  1. SUMITOMO LIFE INSURANCE CO — $1.89B
  2. Rakuten Investment Management, Inc. — $1.51B
  3. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $1.14B
  4. LPL Financial LLC — $1.06B
  5. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $884M
  6. Cetera Investment Advisers — $808M
  7. AVANTAX ADVISORY SERVICES, INC. — $754M
  8. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $573M
  9. ENVESTNET ASSET MANAGEMENT INC — $560M
  10. UBS Group AG (UBS) — $453M

All SCHD 13F holders