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 |
|---|---|---|---|---|---|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
64,821
shares
|
$1.73 Million
1.6% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
64,815
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
64,691
shares
|
$1.73 Million
0.47% of portfolio
|
Q2 2024
Added 94.29%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
64,603
shares
|
$1.72 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
63,600
shares
|
$1.7 Million
1.42% of portfolio
|
Q1 2025
Reduced 66.77%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
63,407
shares
|
$1.69 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
63,164
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.37%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
62,979
shares
|
$1.68 Million
1.03% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
62,803
shares
|
$1.68 Million
0.68% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
62,040
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
61,497
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Apr 10, 2025 Q1 2025 |
61,249
shares
|
$1.64 Million
1.74% of portfolio
|
Q1 2025
Reduced 17.26%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
60,861
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
60,731
shares
|
$1.62 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
60,717
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
60,535
shares
|
$1.62 Million
0.51% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
60,393
shares
|
$1.61 Million
0.22% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
60,100
shares
|
$1.6 Million
2.65% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
60,081
shares
|
$1.6 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
59,874
shares
|
$1.6 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
59,601
shares
|
$1.59 Million
0.62% of portfolio
|
Q1 2025
Added 257.94%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
59,592
shares
|
$1.59 Million
2.04% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,515
shares
|
$1.59 Million
0.41% of portfolio
|
Q1 2023
Added 5.58%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
59,353
shares
|
$1.58 Million
0.56% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
58,916
shares
|
$1.57 Million
0.75% of portfolio
|
Q4 2024
Added 206.47%
|