Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 2,000 institutions that hold shares in the stock, with a total of 888 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
573,930
shares
|
$15.3 Million
2.24% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
571,440
shares
|
$15.3 Million
0.53% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
569,402
shares
|
$15.2 Million
1.82% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
563,921
shares
|
$15.1 Million
1.14% of portfolio
|
Q1 2025
Added 43.38%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
563,079
shares
|
$15 Million
1.36% of portfolio
|
Q1 2025
Added 4597.02%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
562,042
shares
|
$15 Million
6.0% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
558,352
shares
|
$14.9 Million
9.5% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
556,114
shares
|
$14.8 Million
14.93% of portfolio
|
Q1 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
553,339
shares
|
$14.8 Million
6.44% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
550,987
shares
|
$14.7 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
547,828
shares
|
$14.6 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
547,465
shares
|
$14.6 Million
1.27% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
546,435
shares
|
$14.6 Million
0.52% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
541,410
shares
|
$14.5 Million
9.66% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
540,343
shares
|
$14.4 Million
5.43% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
539,060
shares
|
$14.4 Million
4.17% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
538,426
shares
|
$14.4 Million
0.23% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
537,919
shares
|
$14.4 Million
8.45% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
534,750
shares
|
$14.3 Million
0.3% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
534,481
shares
|
$14.3 Million
7.06% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
526,695
shares
|
$14.1 Million
0.48% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
523,893
shares
|
$14 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
519,414
shares
|
$13.9 Million
0.62% of portfolio
|
Q1 2025
Added 558409.69%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
518,389
shares
|
$13.8 Million
13.28% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
515,618
shares
|
$13.8 Million
1.07% of portfolio
|
Q1 2025
Added 5.92%
|