SCHWAB STRATEGIC TR US DIVIDEND EQ is a security (CUSIP 808524797) tracked across SEC portfolio filings. 2,222 institutional managers reported $25.8B on Form 13F as of 2026-06-30.
Showing 15 of 2,222 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Rakuten Investment Management, Inc. | TOKYO, M0 | $2.3B | 83,184,068 |
| SUMITOMO LIFE INSURANCE CO | TOKYO, M0 | $1.4B | 45,450,000 |
| LPL Financial LLC | FORT MILL, SC | $947.1M | 30,861,601 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $946.9M | 30,862,254 |
| MORGAN STANLEY | NEW YORK, NY | $808.0M | 26,336,113 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $753.6M | 28,436,927 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $742.0M | 24,184,523 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $560.2M | 17,667,059 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $527.1M | 17,180,084 |
| UBS Group AG | Zurich, V8 | $449.0M | 14,633,771 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $421.4M | 13,734,714 |
| Wealthspire Advisors, LLC | NEW YORK, NY | $408.4M | 13,311,446 |
| Wealthfront Advisers LLC | Palo Alto, CA | $392.9M | 12,807,842 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $304.6M | 9,607,085 |
| Cassaday & Co Wealth Management LLC | MCLEAN, VA | $293.6M | 9,569,026 |