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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,891,102
shares
|
$157 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,872,993
shares
|
$157 Million
0.55% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,669,012
shares
|
$151 Million
0.22% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,650,775
shares
|
$151 Million
0.63% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,620,573
shares
|
$150 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,566,702
shares
|
$149 Million
0.01% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
5,488,320
shares
|
$147 Million
46.84% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,975,278
shares
|
$133 Million
18.92% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,483,982
shares
|
$120 Million
0.12% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,388,473
shares
|
$117 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
4,204,454
shares
|
$112 Million
9.89% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
4,090,737
shares
|
$109 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,799,101
shares
|
$101 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
3,572,321
shares
|
$95.4 Million
0.16% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
3,538,710
shares
|
$94.5 Million
12.39% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,272,557
shares
|
$87.4 Million
0.47% of portfolio
|
Q1 2025
Reduced 29.94%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,262,533
shares
|
$87.1 Million
3.73% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3,129,487
shares
|
$83.6 Million
0.33% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
2,993,100
shares
|
$79.9 Million
7.73% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
2,927,350
shares
|
$78.2 Million
6.89% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Charles Schwab Trust Bank
Henderson, NV |
Apr 29, 2025 Q1 2025 |
2,886,538
shares
|
$77.1 Million
100.0% of portfolio
|
Q1 2025
Reduced 27.03%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
2,881,242
shares
|
$76.9 Million
9.58% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
2,769,066
shares
|
$73.9 Million
8.19% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,721,229
shares
|
$72.7 Million
1.16% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
2,695,791
shares
|
$72 Million
0.2% of portfolio
|
Q1 2025
Added 7.32%
|