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 |
|---|---|---|---|---|---|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
58,851
shares
|
$1.57 Million
0.13% of portfolio
|
Q1 2025
Reduced 50.99%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
58,726
shares
|
$1.57 Million
1.33% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
58,672
shares
|
$1.57 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
58,560
shares
|
$1.56 Million
1.18% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
58,473
shares
|
$1.56 Million
0.55% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
58,223
shares
|
$1.55 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
57,947
shares
|
$1.55 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
57,725
shares
|
$1.54 Million
0.36% of portfolio
|
Q4 2022
Reduced 3.08%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
57,482
shares
|
$1.53 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
57,191
shares
|
$1.53 Million
1.19% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
57,079
shares
|
$1.52 Million
0.65% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
56,983
shares
|
$1.52 Million
1.13% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
56,980
shares
|
$1.52 Million
0.39% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
56,688
shares
|
$1.51 Million
0.32% of portfolio
|
Q1 2025
Reduced 51.24%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
56,626
shares
|
$1.51 Million
0.33% of portfolio
|
Q3 2023
Added 5.55%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
56,588
shares
|
$1.51 Million
0.29% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
56,422
shares
|
$1.51 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
56,150
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
56,060
shares
|
$1.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
55,725
shares
|
$1.49 Million
1.41% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
55,540
shares
|
$1.48 Million
0.31% of portfolio
|
Q4 2024
Added 202.82%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
55,438
shares
|
$1.48 Million
0.14% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
55,327
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
55,190
shares
|
$1.47 Million
0.44% of portfolio
|
Q1 2025
Reduced 49.48%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
55,143
shares
|
$1.47 Million
0.24% of portfolio
|
Q1 2025
Added 1.7%
|