# SCHWAB STRATEGIC TR US DIVIDEND EQ

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.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: US DIVIDEND EQ
- CUSIP: 808524797
- 13F holders: 2,222
- 13F value: $25.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/105644) | 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](https://search.stillhousedata.com/firm/106181) | NEW YORK, NY | $408.4M | 13,311,446 |
| [Wealthfront Advisers LLC](https://search.stillhousedata.com/firm/148456) | Palo Alto, CA | $392.9M | 12,807,842 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $304.6M | 9,607,085 |
| [Cassaday & Co Wealth Management LLC](https://search.stillhousedata.com/firm/317672) | MCLEAN, VA | $293.6M | 9,569,026 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524797.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.