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 |
|---|---|---|---|---|---|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
423,540
shares
|
$11.3 Million
4.77% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
420,363
shares
|
$11.2 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
417,238
shares
|
$11.1 Million
17.59% of portfolio
|
Q1 2025
Reduced 53.74%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
416,172
shares
|
$11.1 Million
4.86% of portfolio
|
Q1 2025
Added 66.92%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
415,541
shares
|
$11.1 Million
1.11% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
414,778
shares
|
$11.1 Million
5.2% of portfolio
|
Q1 2025
Added 70.17%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
413,874
shares
|
$11.1 Million
20.21% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
413,685
shares
|
$11 Million
4.49% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
411,884
shares
|
$11 Million
0.61% of portfolio
|
Q1 2025
Added 1464.08%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
411,302
shares
|
$11 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
401,443
shares
|
$10.7 Million
0.84% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
399,845
shares
|
$10.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
397,882
shares
|
$10.6 Million
1.64% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
396,774
shares
|
$10.6 Million
6.45% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
390,395
shares
|
$10.4 Million
7.8% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
389,231
shares
|
$10.4 Million
0.31% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
388,924
shares
|
$10.4 Million
0.48% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
381,752
shares
|
$10.2 Million
9.07% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
379,697
shares
|
$10.1 Million
3.14% of portfolio
|
Q1 2025
Added 82.27%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
377,641
shares
|
$10.1 Million
4.75% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
377,387
shares
|
$10.1 Million
5.18% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
376,406
shares
|
$10.1 Million
4.75% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
373,878
shares
|
$9.98 Million
0.14% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
370,610
shares
|
$9.9 Million
6.82% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
370,061
shares
|
$9.88 Million
10.2% of portfolio
|
Q1 2025
Added 1.14%
|