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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
204,505
shares
|
$5.46 Million
5.86% of portfolio
|
Q1 2025
Added 310.73%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
204,403
shares
|
$5.46 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
204,016
shares
|
$5.45 Million
1.18% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
203,623
shares
|
$5.44 Million
1.6% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
203,201
shares
|
$5.43 Million
1.07% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
203,110
shares
|
$5.42 Million
0.33% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
203,049
shares
|
$5.42 Million
2.37% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
202,204
shares
|
$5.4 Million
0.97% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200,008
shares
|
$5.34 Million
0.56% of portfolio
|
Q2 2020
Added 0.23%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
199,878
shares
|
$5.34 Million
5.71% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
199,211
shares
|
$5.32 Million
0.38% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
198,287
shares
|
$5.29 Million
1.51% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
197,374
shares
|
$5.27 Million
0.01% of portfolio
|
Q1 2025
Added 92.71%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
196,010
shares
|
$5.23 Million
1.84% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
195,965
shares
|
$5.23 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
195,590
shares
|
$5.22 Million
2.78% of portfolio
|
Q4 2024
Added 202.79%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
195,218
shares
|
$5.21 Million
0.02% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
194,496
shares
|
$5.19 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
194,457
shares
|
$5.19 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
194,239
shares
|
$5.19 Million
0.95% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
194,197
shares
|
$5.19 Million
1.49% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
193,646
shares
|
$5.17 Million
1.57% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
193,242
shares
|
$5.16 Million
5.05% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
193,238
shares
|
$5.16 Million
0.18% of portfolio
|
Q4 2024
Added 198.2%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
192,581
shares
|
$5.14 Million
0.3% of portfolio
|
Q1 2025
Added 7.37%
|