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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
72,259
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
71,530
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Added 112.85%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
71,478
shares
|
$1.91 Million
0.19% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
70,568
shares
|
$1.88 Million
0.59% of portfolio
|
Q1 2025
Added 36.18%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
69,971
shares
|
$1.87 Million
1.28% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
69,811
shares
|
$1.86 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
69,466
shares
|
$1.85 Million
0.49% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
69,359
shares
|
$1.85 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
69,127
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.97%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
69,065
shares
|
$1.84 Million
5.49% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
68,751
shares
|
$1.84 Million
0.13% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
68,680
shares
|
$1.83 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
67,890
shares
|
$1.81 Million
0.41% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
67,668
shares
|
$1.81 Million
0.48% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
67,567
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
67,386
shares
|
$1.8 Million
0.15% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
66,997
shares
|
$1.79 Million
0.27% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
66,526
shares
|
$1.78 Million
1.67% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
66,236
shares
|
$1.77 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
65,994
shares
|
$1.76 Million
0.23% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
65,819
shares
|
$1.76 Million
0.29% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
65,466
shares
|
$1.75 Million
1.36% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
65,195
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 54.72%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
65,073
shares
|
$1.74 Million
0.3% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
65,051
shares
|
$1.74 Million
1.64% of portfolio
|
Q1 2025
Added 7.86%
|