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 1,953 institutions that hold shares in the stock, with a total of 849 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
120,338
shares
|
$3.32 Million
1.45% of portfolio
|
Q1 2025
Added 31.34%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
120,308
shares
|
$3.32 Million
0.23% of portfolio
|
Q4 2024
Added 192.11%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
120,080
shares
|
$3.31 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
119,959
shares
|
$3.31 Million
0.36% of portfolio
|
Q4 2024
Added 202.27%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
118,810
shares
|
$3.28 Million
2.54% of portfolio
|
Q4 2024
Added 211.7%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
118,383
shares
|
$3.27 Million
12.85% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
117,791
shares
|
$3.25 Million
0.33% of portfolio
|
Q4 2024
Added 189.74%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
116,428
shares
|
$3.21 Million
1.42% of portfolio
|
Q4 2024
Added 253.48%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
116,268
shares
|
$3.21 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
116,195
shares
|
$3.2 Million
3.23% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
115,249
shares
|
$3.18 Million
2.07% of portfolio
|
Q4 2024
Added 187.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
115,007
shares
|
$3.17 Million
0.29% of portfolio
|
Q4 2024
Added 198.59%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
114,521
shares
|
$3.16 Million
0.95% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
114,295
shares
|
$3.15 Million
1.86% of portfolio
|
Q4 2024
Added 216.5%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
113,938
shares
|
$3.14 Million
0.43% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
113,783
shares
|
$3.14 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
113,626
shares
|
$3.13 Million
0.6% of portfolio
|
Q4 2024
Added 204.12%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
112,347
shares
|
$3.1 Million
1.43% of portfolio
|
Q4 2024
Added 201.11%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
112,330
shares
|
$3.1 Million
0.27% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111,521
shares
|
$3.08 Million
3.35% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
111,322
shares
|
$3.07 Million
0.67% of portfolio
|
Q4 2024
Added 265.75%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
110,976
shares
|
$3.06 Million
0.12% of portfolio
|
Q4 2024
Added 195.42%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
110,704
shares
|
$3.05 Million
1.06% of portfolio
|
Q4 2024
Added 227.75%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
110,598
shares
|
$3.05 Million
0.21% of portfolio
|
Q4 2024
Added 172.58%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
110,282
shares
|
$3.04 Million
0.06% of portfolio
|
Q4 2024
Added 185.67%
|