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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
161,372
shares
|
$4.31 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
160,910
shares
|
$4.3 Million
0.23% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
160,620
shares
|
$4.29 Million
0.55% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
160,255
shares
|
$4.28 Million
0.94% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
160,085
shares
|
$4.27 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
159,867
shares
|
$4.27 Million
0.29% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
159,612
shares
|
$4.26 Million
3.78% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
158,237
shares
|
$4.22 Million
0.0% of portfolio
|
Q1 2025
Added 403.59%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
157,964
shares
|
$4.22 Million
0.01% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
157,347
shares
|
$4.2 Million
0.35% of portfolio
|
Q1 2025
Reduced 24.3%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
155,739
shares
|
$4.16 Million
1.86% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
155,446
shares
|
$4.15 Million
2.66% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
155,343
shares
|
$4.15 Million
0.37% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
154,619
shares
|
$4.13 Million
1.02% of portfolio
|
Q1 2025
Added 1252.98%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
154,224
shares
|
$4.12 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
154,097
shares
|
$4.11 Million
0.78% of portfolio
|
Q4 2024
Added 204.4%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
154,040
shares
|
$4.11 Million
1.84% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
153,602
shares
|
$4.1 Million
0.97% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
153,253
shares
|
$4.09 Million
2.89% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
152,475
shares
|
$4.07 Million
3.84% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
152,193
shares
|
$4.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 22.43%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
152,107
shares
|
$4.06 Million
0.15% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
152,100
shares
|
$4.06 Million
2.1% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
150,950
shares
|
$4.03 Million
0.69% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
150,916
shares
|
$4.03 Million
1.47% of portfolio
|
Q1 2025
Added 0.71%
|