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 |
|---|---|---|---|---|---|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
369,541
shares
|
$9.87 Million
2.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
364,131
shares
|
$9.72 Million
12.41% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
362,375
shares
|
$9.68 Million
7.11% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
362,097
shares
|
$9.67 Million
4.94% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
361,781
shares
|
$9.66 Million
0.06% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
360,170
shares
|
$9.62 Million
1.2% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
359,978
shares
|
$9.61 Million
1.87% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
357,292
shares
|
$9.54 Million
7.34% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
357,246
shares
|
$9.54 Million
0.84% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
356,406
shares
|
$9.52 Million
3.87% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
355,019
shares
|
$9.48 Million
4.54% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
354,604
shares
|
$9.47 Million
0.14% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
354,221
shares
|
$9.46 Million
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
354,125
shares
|
$9.46 Million
1.98% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
349,872
shares
|
$9.34 Million
0.33% of portfolio
|
Q1 2025
Added 283.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
348,968
shares
|
$9.32 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
348,439
shares
|
$9.3 Million
7.38% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
348,090
shares
|
$9.29 Million
0.21% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
347,758
shares
|
$9.29 Million
0.83% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
346,649
shares
|
$9.26 Million
0.22% of portfolio
|
Q1 2025
Added 44.1%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
346,363
shares
|
$9.25 Million
2.03% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
346,028
shares
|
$9.24 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
345,337
shares
|
$9.22 Million
2.42% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
345,130
shares
|
$9.21 Million
2.81% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
345,045
shares
|
$9.21 Million
4.99% of portfolio
|
Q1 2025
Added 17.41%
|