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 |
|---|---|---|---|---|---|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
1,687,353
shares
|
$45.1 Million
18.37% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
1,607,111
shares
|
$42.9 Million
14.54% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,606,063
shares
|
$42.9 Million
0.8% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,594,056
shares
|
$42.6 Million
0.56% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
1,581,000
shares
|
$42.2 Million
1.37% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
1,580,323
shares
|
$42.2 Million
22.44% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
1,580,169
shares
|
$42.2 Million
18.0% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,572,774
shares
|
$42 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
1,568,374
shares
|
$41.9 Million
0.67% of portfolio
|
Q1 2025
Reduced 26.59%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,531,316
shares
|
$40.9 Million
8.03% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,524,103
shares
|
$40.7 Million
0.36% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
May 07, 2025 Q1 2025 |
1,508,128
shares
|
$40.3 Million
16.77% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,507,157
shares
|
$40.2 Million
0.13% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
1,497,709
shares
|
$40 Million
9.83% of portfolio
|
Q1 2025
Added 26.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,486,016
shares
|
$39.7 Million
0.1% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
1,483,443
shares
|
$39.6 Million
10.32% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,479,868
shares
|
$39.5 Million
1.03% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,468,080
shares
|
$39.2 Million
1.14% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,458,345
shares
|
$38.9 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,440,267
shares
|
$38.5 Million
11.18% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
1,435,948
shares
|
$38.3 Million
25.04% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
May 01, 2025 Q1 2025 |
1,408,378
shares
|
$37.6 Million
20.64% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,396,412
shares
|
$37.3 Million
15.85% of portfolio
|
Q1 2025
Added 32.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,362,043
shares
|
$36.4 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
1,356,970
shares
|
$36.2 Million
2.49% of portfolio
|
Q1 2025
Added 3.38%
|