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 |
|---|---|---|---|---|---|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
176,188
shares
|
$4.7 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
176,182
shares
|
$4.7 Million
0.2% of portfolio
|
Q1 2025
Added 111.98%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
176,019
shares
|
$4.7 Million
2.31% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
175,192
shares
|
$4.68 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
175,114
shares
|
$4.68 Million
0.51% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
173,923
shares
|
$4.64 Million
4.53% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
173,869
shares
|
$4.64 Million
2.19% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
173,844
shares
|
$4.64 Million
0.94% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
173,689
shares
|
$4.64 Million
2.77% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
173,627
shares
|
$4.64 Million
0.15% of portfolio
|
Q4 2024
Added 198.63%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
172,941
shares
|
$4.62 Million
0.97% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
172,822
shares
|
$4.61 Million
1.32% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
171,754
shares
|
$4.59 Million
3.71% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
171,511
shares
|
$4.58 Million
0.27% of portfolio
|
Q1 2025
Reduced 25.22%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
169,954
shares
|
$4.54 Million
0.55% of portfolio
|
Q1 2025
Added 110.45%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
169,399
shares
|
$4.52 Million
1.62% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
168,527
shares
|
$4.5 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
167,988
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
167,167
shares
|
$4.46 Million
2.54% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
166,142
shares
|
$4.44 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
166,047
shares
|
$4.43 Million
1.85% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
165,794
shares
|
$4.43 Million
3.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
164,829
shares
|
$4.4 Million
0.53% of portfolio
|
Q1 2025
Added 70.26%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
161,948
shares
|
$4.32 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
161,626
shares
|
$4.32 Million
0.31% of portfolio
|
Q1 2025
Added 0.01%
|