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 |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
78,635
shares
|
$2.1 Million
0.44% of portfolio
|
Q1 2025
Reduced 29.36%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
78,416
shares
|
$2.09 Million
0.35% of portfolio
|
Q1 2025
Added 258.87%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
78,147
shares
|
$2.09 Million
1.37% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
77,982
shares
|
$2.08 Million
2.31% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
77,573
shares
|
$2.07 Million
1.23% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
77,497
shares
|
$2.07 Million
1.43% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
76,939
shares
|
$2.05 Million
0.84% of portfolio
|
Q1 2024
Added 465.77%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
76,657
shares
|
$2.05 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Apr 14, 2025 Q1 2025 |
76,587
shares
|
$2.04 Million
1.4% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
76,461
shares
|
$2.04 Million
0.93% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
76,455
shares
|
$2.04 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
76,430
shares
|
$2.04 Million
0.16% of portfolio
|
Q1 2025
Added 26.58%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
75,679
shares
|
$2.02 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,359
shares
|
$2.01 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
75,277
shares
|
$2.01 Million
0.35% of portfolio
|
Q3 2022
Reduced 9.27%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
74,621
shares
|
$1.99 Million
1.16% of portfolio
|
Q1 2025
Added 29.25%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
74,455
shares
|
$1.99 Million
1.08% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
73,482
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
73,416
shares
|
$1.96 Million
0.13% of portfolio
|
Q1 2025
Added 44.02%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
73,194
shares
|
$1.95 Million
0.79% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
73,068
shares
|
$1.95 Million
0.28% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
72,876
shares
|
$1.95 Million
0.1% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
72,302
shares
|
$1.93 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
72,301
shares
|
$1.93 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
72,266
shares
|
$1.93 Million
1.53% of portfolio
|
Q1 2025
Added 7.21%
|