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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
90,668
shares
|
$2.42 Million
3.91% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
90,297
shares
|
$2.41 Million
0.03% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
90,020
shares
|
$2.4 Million
2.04% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
89,993
shares
|
$2.4 Million
0.82% of portfolio
|
Q4 2024
Added 234.37%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
89,920
shares
|
$2.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
89,882
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
89,851
shares
|
$2.4 Million
0.41% of portfolio
|
Q1 2025
Added 38.59%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
89,070
shares
|
$2.38 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
89,014
shares
|
$2.38 Million
0.12% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
88,935
shares
|
$2.37 Million
0.36% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
88,853
shares
|
$2.37 Million
3.06% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
88,664
shares
|
$2.37 Million
0.09% of portfolio
|
Q1 2025
Added 29.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
88,542
shares
|
$2.36 Million
0.49% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
87,667
shares
|
$2.34 Million
1.67% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
87,148
shares
|
$2.33 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
87,109
shares
|
$2.33 Million
0.16% of portfolio
|
Q1 2025
Reduced 55.38%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
86,559
shares
|
$2.31 Million
0.5% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
86,214
shares
|
$2.3 Million
0.04% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
85,710
shares
|
$2.29 Million
0.05% of portfolio
|
Q1 2025
Added 241.42%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
85,492
shares
|
$2.28 Million
0.38% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
85,219
shares
|
$2.28 Million
0.9% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
84,557
shares
|
$2.26 Million
2.32% of portfolio
|
Q1 2025
Reduced 50.41%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
84,419
shares
|
$2.25 Million
1.25% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
84,403
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
84,203
shares
|
$2.25 Million
1.51% of portfolio
|
Q1 2025
Added 18.94%
|