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 2,001 institutions that hold shares in the stock, with a total of 919 Million shares, which have been reported (via 13F filing form) to have a value of $25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
78,416
shares
|
$2.14 Million
0.35% of portfolio
|
Q1 2025
Added 258.87%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
78,147
shares
|
$2.13 Million
1.37% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
78,025
shares
|
$2.13 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
77,982
shares
|
$2.12 Million
2.31% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
77,573
shares
|
$2.11 Million
1.23% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
76,939
shares
|
$2.1 Million
0.84% of portfolio
|
Q1 2024
Added 465.77%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
76,851
shares
|
$2.09 Million
1.07% of portfolio
|
Q2 2025
Added 62.12%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
76,657
shares
|
$2.09 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
76,455
shares
|
$2.08 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
75,679
shares
|
$2.06 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,359
shares
|
$2.05 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
75,277
shares
|
$2.05 Million
0.35% of portfolio
|
Q3 2022
Reduced 9.27%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
74,621
shares
|
$2.03 Million
1.16% of portfolio
|
Q1 2025
Added 29.25%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
74,455
shares
|
$2.03 Million
1.08% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
73,625
shares
|
$2.01 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
73,546
shares
|
$2 Million
0.12% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
73,068
shares
|
$1.99 Million
0.28% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
72,876
shares
|
$1.99 Million
0.1% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
72,623
shares
|
$1.98 Million
0.53% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
72,301
shares
|
$1.97 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
72,266
shares
|
$1.97 Million
1.53% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
72,259
shares
|
$1.97 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
71,610
shares
|
$1.95 Million
0.17% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
71,530
shares
|
$1.95 Million
0.04% of portfolio
|
Q1 2025
Added 112.85%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
71,370
shares
|
$1.94 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.62%
|