Who Owns CHARLES SCHWAB (SCHD)? -- Institutional Holders (2026-06-30)

2,230 institutions reported holding $26.37B of CHARLES SCHWAB (SCHD) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUMITOMO LIFE INSURANCE CO ($1.89B), Rakuten Investment Management, Inc. ($1.51B), BANK OF AMERICA CORP /DE/ ($1.14B), LPL Financial LLC ($1.06B), MORGAN STANLEY ($884.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SUMITOMO LIFE INSURANCE CO	$1.89B	59.6M	Added
2	Rakuten Investment Management, Inc.	$1.51B	47.1M	Trimmed
3	BANK OF AMERICA CORP /DE/	$1.14B	36.0M	Added
4	LPL Financial LLC	$1.06B	33.5M	Added
5	MORGAN STANLEY	$884.2M	27.9M	Added
6	Cetera Investment Advisers	$808.2M	25.5M	Added
7	RAYMOND JAMES FINANCIAL INC	$572.9M	18.1M	Added
8	ENVESTNET ASSET MANAGEMENT INC	$560.2M	17.7M	Added
9	UBS Group AG	$452.6M	14.3M	Trimmed
10	Wealthspire Advisors, LLC	$430.4M	13.6M	Added
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$424.9M	13.4M	Trimmed
12	Wealthfront Advisers LLC	$400.2M	12.6M	Trimmed
13	Royal Bank of Canada	$349.1M	11.0M	Added
14	OSAIC HOLDINGS, INC.	$344.7M	10.9M	Added
15	WELLS FARGO & COMPANY/MN	$323.1M	10.2M	Added
16	Cassaday & Co Wealth Management LLC	$314.5M	9.9M	Added
17	COMMONWEALTH EQUITY SERVICES, LLC	$304.6M	9.6M	Added
18	AMERIPRISE FINANCIAL INC	$259.7M	8.2M	Added
19	Mariner, LLC	$221.1M	7.0M	Trimmed
20	MML INVESTORS SERVICES, LLC	$214.0M	6.8M	Added
21	Cambridge Investment Research Advisors, Inc.	$210.8M	6.6M	Added
22	Keystone Financial Planning, Inc.	$198.2M	6.3M	Trimmed
23	CIBC WORLD MARKET INC.	$197.7M	6.2M	Added
24	Avantax Planning Partners, Inc.	$171.0M	5.4M	Trimmed
25	HHM Wealth Advisors, LLC	$168.5M	5.3M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30