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 |
|---|---|---|---|---|---|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
138,667
shares
|
$3.7 Million
0.47% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
137,169
shares
|
$3.66 Million
1.37% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
136,880
shares
|
$3.65 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
136,376
shares
|
$3.64 Million
2.88% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
136,217
shares
|
$3.64 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
135,954
shares
|
$3.63 Million
1.27% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
135,635
shares
|
$3.62 Million
0.72% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
135,627
shares
|
$3.62 Million
0.32% of portfolio
|
Q1 2025
Added 112922.5%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
135,512
shares
|
$3.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
134,612
shares
|
$3.59 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
133,839
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
133,800
shares
|
$3.57 Million
0.44% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
133,308
shares
|
$3.56 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
132,511
shares
|
$3.54 Million
2.94% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
131,452
shares
|
$3.51 Million
1.45% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
131,436
shares
|
$3.51 Million
0.23% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
130,687
shares
|
$3.49 Million
0.04% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
130,675
shares
|
$3.49 Million
0.43% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
130,638
shares
|
$3.49 Million
2.59% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
130,374
shares
|
$3.48 Million
0.12% of portfolio
|
Q4 2024
Added 191.03%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
130,351
shares
|
$3.48 Million
0.34% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
130,263
shares
|
$3.48 Million
0.69% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
129,323
shares
|
$3.45 Million
2.23% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
129,200
shares
|
$3.45 Million
1.07% of portfolio
|
Q2 2023
Reduced 2.69%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
128,715
shares
|
$3.44 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.19%
|