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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
221,494
shares
|
$5.91 Million
0.07% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
220,553
shares
|
$5.89 Million
0.88% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
220,358
shares
|
$5.88 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
220,012
shares
|
$5.87 Million
54.39% of portfolio
|
Q3 2023
Added 1790.14%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
219,382
shares
|
$5.86 Million
4.17% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
219,320
shares
|
$5.86 Million
3.53% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
218,814
shares
|
$5.84 Million
0.74% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
217,329
shares
|
$5.8 Million
4.46% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
216,412
shares
|
$5.78 Million
1.95% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
215,808
shares
|
$5.76 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
215,540
shares
|
$5.75 Million
3.46% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
214,288
shares
|
$5.72 Million
5.97% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
213,825
shares
|
$5.71 Million
2.96% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
213,422
shares
|
$5.7 Million
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
212,873
shares
|
$5.68 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
212,710
shares
|
$5.68 Million
0.33% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
212,009
shares
|
$5.66 Million
4.65% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
210,092
shares
|
$5.61 Million
2.29% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
209,767
shares
|
$5.6 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
208,941
shares
|
$5.58 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
208,617
shares
|
$5.57 Million
3.48% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
208,100
shares
|
$5.56 Million
1.52% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
208,100
shares
|
$5.56 Million
1.08% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
206,721
shares
|
$5.52 Million
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
206,680
shares
|
$5.52 Million
1.4% of portfolio
|
Q1 2025
Reduced 20.86%
|