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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
49,903
shares
|
$1.33 Million
0.2% of portfolio
|
Q1 2025
Added 62.46%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
49,741
shares
|
$1.33 Million
0.45% of portfolio
|
Q4 2024
Added 188.35%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
49,464
shares
|
$1.32 Million
1.01% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
49,403
shares
|
$1.32 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
49,219
shares
|
$1.31 Million
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
49,098
shares
|
$1.31 Million
0.66% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
49,008
shares
|
$1.31 Million
0.39% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
48,764
shares
|
$1.3 Million
1.23% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
48,711
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
48,637
shares
|
$1.3 Million
0.26% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
48,518
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 96.51%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
48,274
shares
|
$1.29 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
48,256
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
48,236
shares
|
$1.29 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
47,947
shares
|
$1.28 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
47,866
shares
|
$1.28 Million
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
47,797
shares
|
$1.28 Million
0.55% of portfolio
|
Q1 2025
Added 389.32%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
47,789
shares
|
$1.28 Million
2.14% of portfolio
|
Q4 2022
Added 41.28%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
47,474
shares
|
$1.27 Million
0.3% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
47,465
shares
|
$1.27 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
47,403
shares
|
$1.27 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
47,342
shares
|
$1.26 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
47,284
shares
|
$1.26 Million
1.58% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
47,268
shares
|
$1.26 Million
0.16% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
47,223
shares
|
$1.26 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.34%
|