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 |
|---|---|---|---|---|---|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
127,927
shares
|
$3.42 Million
0.39% of portfolio
|
Q1 2025
Added 67.03%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
127,822
shares
|
$3.41 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
127,663
shares
|
$3.41 Million
0.42% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
127,640
shares
|
$3.41 Million
1.46% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
127,606
shares
|
$3.41 Million
0.39% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
127,334
shares
|
$3.4 Million
3.15% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
127,115
shares
|
$3.39 Million
2.14% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
126,632
shares
|
$3.38 Million
0.47% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
126,577
shares
|
$3.38 Million
1.57% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
126,430
shares
|
$3.38 Million
0.96% of portfolio
|
Q1 2025
Added 50.64%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
126,396
shares
|
$3.37 Million
1.04% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
126,066
shares
|
$3.37 Million
0.07% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
125,374
shares
|
$3.35 Million
6.82% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
123,967
shares
|
$3.31 Million
2.2% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
123,534
shares
|
$3.3 Million
0.57% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
123,002
shares
|
$3.28 Million
1.17% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
122,486
shares
|
$3.27 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
122,334
shares
|
$3.27 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
121,867
shares
|
$3.25 Million
1.46% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
121,626
shares
|
$3.25 Million
0.24% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
121,345
shares
|
$3.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
121,338
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
121,238
shares
|
$3.24 Million
6.19% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
120,338
shares
|
$3.21 Million
1.45% of portfolio
|
Q1 2025
Added 31.34%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
120,185
shares
|
$3.21 Million
2.12% of portfolio
|
Q1 2025
Added 66.25%
|