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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
54,845
shares
|
$1.46 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
54,476
shares
|
$1.45 Million
1.26% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
54,377
shares
|
$1.45 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
53,996
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
53,975
shares
|
$1.44 Million
1.49% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
53,705
shares
|
$1.43 Million
0.53% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
53,554
shares
|
$1.43 Million
1.05% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
53,480
shares
|
$1.43 Million
0.75% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
53,455
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
53,026
shares
|
$1.42 Million
0.16% of portfolio
|
Q1 2025
Added 32.37%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
52,895
shares
|
$1.41 Million
0.41% of portfolio
|
Q1 2025
Added 130.81%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
52,428
shares
|
$1.4 Million
0.88% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
52,326
shares
|
$1.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
51,964
shares
|
$1.39 Million
0.33% of portfolio
|
Q1 2025
Added 101.66%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
51,453
shares
|
$1.37 Million
1.06% of portfolio
|
Q1 2025
Reduced 84.89%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
51,442
shares
|
$1.37 Million
0.5% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
51,430
shares
|
$1.37 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
50,613
shares
|
$1.35 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
50,450
shares
|
$1.35 Million
0.62% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
50,373
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,364
shares
|
$1.34 Million
0.98% of portfolio
|
Q1 2024
Added 10.56%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
50,197
shares
|
$1.34 Million
0.82% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
50,177
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
50,115
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 46.17%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
50,099
shares
|
$1.34 Million
0.8% of portfolio
|
Q1 2025
Reduced 15.0%
|