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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,445,913
shares
|
$65.3 Million
10.64% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,397,477
shares
|
$64 Million
2.08% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,346,090
shares
|
$62.6 Million
0.73% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
2,253,695
shares
|
$60.2 Million
24.92% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,207,945
shares
|
$59 Million
0.07% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,143,256
shares
|
$57.2 Million
0.46% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,140,743
shares
|
$57.2 Million
0.34% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,082,694
shares
|
$55.6 Million
0.05% of portfolio
|
Q1 2025
Added 228516.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,075,375
shares
|
$55.4 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
2,073,100
shares
|
$55.4 Million
7.88% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,022,508
shares
|
$54 Million
9.85% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,960,336
shares
|
$52.3 Million
9.57% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,926,141
shares
|
$51.4 Million
2.44% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,915,842
shares
|
$51.2 Million
0.24% of portfolio
|
Q1 2025
Added 102.6%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,868,599
shares
|
$49.9 Million
10.56% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
1,838,792
shares
|
$49.1 Million
9.83% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
1,827,847
shares
|
$48.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 47.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
1,788,065
shares
|
$47.7 Million
2.12% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,763,568
shares
|
$47.1 Million
0.31% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
1,760,616
shares
|
$47 Million
11.14% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,754,522
shares
|
$46.8 Million
3.66% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
1,737,381
shares
|
$46.4 Million
11.79% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,729,624
shares
|
$46.2 Million
14.29% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,729,280
shares
|
$46.2 Million
0.48% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
1,713,584
shares
|
$45.8 Million
4.19% of portfolio
|
Q1 2025
Added 4.93%
|