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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
150,484
shares
|
$4.02 Million
0.91% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
149,732
shares
|
$4 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
147,536
shares
|
$3.94 Million
1.58% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
147,257
shares
|
$3.93 Million
2.26% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
147,184
shares
|
$3.93 Million
0.34% of portfolio
|
Q1 2025
Added 340.97%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
147,173
shares
|
$3.93 Million
0.26% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
146,328
shares
|
$3.91 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
145,978
shares
|
$3.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
145,852
shares
|
$3.89 Million
0.2% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
145,849
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Added 49.83%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
144,688
shares
|
$3.86 Million
1.87% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
143,784
shares
|
$3.84 Million
2.42% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
142,984
shares
|
$3.82 Million
3.23% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
142,657
shares
|
$3.81 Million
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
142,530
shares
|
$3.81 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
142,230
shares
|
$3.8 Million
2.94% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
142,221
shares
|
$3.8 Million
2.05% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
142,191
shares
|
$3.8 Million
0.37% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
140,923
shares
|
$3.76 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
139,918
shares
|
$3.74 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
139,808
shares
|
$3.73 Million
0.48% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
139,763
shares
|
$3.73 Million
2.1% of portfolio
|
Q1 2025
Added 183.26%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
139,747
shares
|
$3.73 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
139,550
shares
|
$3.73 Million
1.7% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
138,690
shares
|
$3.7 Million
0.6% of portfolio
|
Q1 2025
Added 6.19%
|