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 |
|---|---|---|---|---|---|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
83,796
shares
|
$2.24 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
83,678
shares
|
$2.23 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
83,441
shares
|
$2.23 Million
0.79% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
83,140
shares
|
$2.22 Million
1.96% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
82,815
shares
|
$2.21 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
82,655
shares
|
$2.21 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
82,585
shares
|
$2.21 Million
1.96% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
82,452
shares
|
$2.2 Million
0.58% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
82,250
shares
|
$2.2 Million
2.26% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
82,169
shares
|
$2.19 Million
0.27% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
82,144
shares
|
$2.19 Million
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
81,940
shares
|
$2.19 Million
0.65% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
81,103
shares
|
$2.17 Million
2.18% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
80,521
shares
|
$2.15 Million
1.85% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
80,218
shares
|
$2.14 Million
2.48% of portfolio
|
Q1 2025
Added 66.57%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
79,979
shares
|
$2.14 Million
0.47% of portfolio
|
Q1 2025
Added 20.87%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
79,731
shares
|
$2.13 Million
0.18% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
79,273
shares
|
$2.12 Million
0.13% of portfolio
|
Q1 2025
Added 69.31%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
79,272
shares
|
$2.12 Million
0.28% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
79,232
shares
|
$2.12 Million
1.54% of portfolio
|
Q1 2025
Added 27.51%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
79,076
shares
|
$2.11 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
78,837
shares
|
$2.1 Million
0.91% of portfolio
|
Q1 2025
Added 25.47%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
78,823
shares
|
$2.1 Million
0.23% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
78,690
shares
|
$2.1 Million
0.17% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
78,673
shares
|
$2.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.53%
|