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 |
|---|---|---|---|---|---|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
46,755
shares
|
$1.25 Million
0.68% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
46,650
shares
|
$1.25 Million
0.33% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
46,627
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
Added 25.7%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
46,557
shares
|
$1.24 Million
0.7% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
46,269
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
46,083
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.2%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
45,998
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
45,681
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
45,278
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
45,180
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
45,145
shares
|
$1.21 Million
0.82% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
45,062
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
45,037
shares
|
$1.2 Million
0.7% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
45,006
shares
|
$1.2 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
44,910
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
44,668
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2025
Added 134.77%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
44,632
shares
|
$1.19 Million
0.75% of portfolio
|
Q4 2021
Added 75.26%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
44,622
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
44,559
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
44,434
shares
|
$1.19 Million
0.37% of portfolio
|
Q4 2024
Added 203.8%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
44,334
shares
|
$1.18 Million
0.94% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
44,320
shares
|
$1.18 Million
0.31% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
43,875
shares
|
$1.17 Million
0.41% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,797
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
43,455
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 19.41%
|