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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
43,183
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
43,115
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
42,936
shares
|
$1.15 Million
0.15% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
42,839
shares
|
$1.14 Million
0.65% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
42,630
shares
|
$1.14 Million
2.47% of portfolio
|
Q2 2022
Added 2.3%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
42,420
shares
|
$1.13 Million
0.27% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
42,223
shares
|
$1.13 Million
0.24% of portfolio
|
Q2 2024
Reduced 10.62%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
41,890
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
41,787
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
41,773
shares
|
$1.12 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
41,598
shares
|
$1.11 Million
1.47% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
41,316
shares
|
$1.1 Million
0.77% of portfolio
|
Q1 2025
Reduced 26.84%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
41,130
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
41,124
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
41,014
shares
|
$1.1 Million
0.19% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
40,757
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
40,727
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
40,692
shares
|
$1.09 Million
0.26% of portfolio
|
Q4 2024
Added 189.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,667
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
40,653
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
40,598
shares
|
$1.08 Million
0.57% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
40,446
shares
|
$1.08 Million
0.23% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
40,441
shares
|
$1.08 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
40,151
shares
|
$1.07 Million
0.16% of portfolio
|
Q1 2025
Reduced 59.69%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
40,043
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 132.59%
|