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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
192,133
shares
|
$5.13 Million
0.07% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
191,575
shares
|
$5.12 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
190,102
shares
|
$5.08 Million
0.14% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
189,094
shares
|
$5.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
188,493
shares
|
$5.03 Million
0.54% of portfolio
|
Q1 2025
Reduced 71.26%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
186,558
shares
|
$4.98 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
186,362
shares
|
$4.98 Million
2.18% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
186,035
shares
|
$4.97 Million
0.24% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
186,001
shares
|
$4.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
183,904
shares
|
$4.91 Million
3.05% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
182,657
shares
|
$4.88 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
182,642
shares
|
$4.88 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
182,228
shares
|
$4.87 Million
4.48% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
181,462
shares
|
$4.85 Million
0.45% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
179,947
shares
|
$4.8 Million
4.95% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
179,623
shares
|
$4.8 Million
0.09% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
179,469
shares
|
$4.79 Million
1.14% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
178,958
shares
|
$4.78 Million
2.64% of portfolio
|
Q1 2025
Added 287.23%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
178,805
shares
|
$4.77 Million
25.13% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
178,692
shares
|
$4.77 Million
0.48% of portfolio
|
Q1 2025
Added 38.81%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
178,228
shares
|
$4.76 Million
4.43% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
177,399
shares
|
$4.74 Million
0.22% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
177,275
shares
|
$4.73 Million
0.8% of portfolio
|
Q1 2025
Added 298.51%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2025 Q1 2025 |
177,000
shares
|
$4.73 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
176,915
shares
|
$4.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|