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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
96,171
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
96,073
shares
|
$2.57 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
95,617
shares
|
$2.55 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
95,534
shares
|
$2.55 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
95,493
shares
|
$2.55 Million
1.42% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
95,461
shares
|
$2.55 Million
0.57% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
95,403
shares
|
$2.55 Million
1.15% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
95,359
shares
|
$2.55 Million
1.1% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
95,274
shares
|
$2.54 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
95,159
shares
|
$2.54 Million
0.59% of portfolio
|
Q1 2025
Added 28.79%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
94,374
shares
|
$2.52 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
94,333
shares
|
$2.52 Million
0.91% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
94,004
shares
|
$2.51 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
93,995
shares
|
$2.51 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
93,880
shares
|
$2.51 Million
2.06% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
93,515
shares
|
$2.5 Million
1.03% of portfolio
|
Q1 2025
Reduced 58.12%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
93,510
shares
|
$2.5 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
93,124
shares
|
$2.49 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
93,008
shares
|
$2.48 Million
0.12% of portfolio
|
Q4 2024
Added 186.07%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
92,841
shares
|
$2.48 Million
0.52% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
92,375
shares
|
$2.47 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
92,001
shares
|
$2.46 Million
0.06% of portfolio
|
Q1 2025
Added 29.68%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
91,691
shares
|
$2.45 Million
1.63% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
91,554
shares
|
$2.44 Million
0.83% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
90,863
shares
|
$2.43 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.39%
|