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 |
|---|---|---|---|---|---|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
312,718
shares
|
$8.35 Million
4.26% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
310,972
shares
|
$8.3 Million
1.39% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
309,139
shares
|
$8.25 Million
0.0% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
303,551
shares
|
$8.1 Million
2.65% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
303,171
shares
|
$8.09 Million
1.56% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
302,099
shares
|
$8.07 Million
3.99% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
301,780
shares
|
$8.06 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
301,489
shares
|
$8.05 Million
1.56% of portfolio
|
Q1 2025
Added 332.77%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
300,053
shares
|
$8.01 Million
2.61% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
299,513
shares
|
$8 Million
1.3% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
299,268
shares
|
$7.99 Million
3.04% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
298,276
shares
|
$7.96 Million
1.17% of portfolio
|
Q1 2025
Added 560.09%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
297,168
shares
|
$7.93 Million
4.21% of portfolio
|
Q1 2025
Added 101.92%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
294,487
shares
|
$7.86 Million
6.52% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
293,981
shares
|
$7.85 Million
2.43% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
292,747
shares
|
$7.82 Million
5.38% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
292,588
shares
|
$7.81 Million
6.52% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
291,927
shares
|
$7.79 Million
0.32% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
289,923
shares
|
$7.74 Million
0.27% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
289,759
shares
|
$7.74 Million
3.09% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
287,173
shares
|
$7.67 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
287,060
shares
|
$7.66 Million
0.12% of portfolio
|
Q1 2025
Added 5693.34%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
286,761
shares
|
$7.66 Million
1.02% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
285,502
shares
|
$7.62 Million
0.25% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
284,772
shares
|
$7.6 Million
3.97% of portfolio
|
Q1 2025
Added 3.06%
|