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 |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
39,938
shares
|
$1.07 Million
0.32% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
39,615
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Added 61.31%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
39,491
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 65.39%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
39,436
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2025
Added 43.15%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
39,306
shares
|
$1.05 Million
0.99% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
39,071
shares
|
$1.04 Million
0.14% of portfolio
|
Q1 2025
Added 49.38%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
38,990
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 199.69%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
38,914
shares
|
$1.04 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
38,748
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2025
Added 62.56%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
38,732
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,721
shares
|
$1.03 Million
1.82% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,672
shares
|
$1.03 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
38,609
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
38,605
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
38,456
shares
|
$1.03 Million
0.29% of portfolio
|
Q4 2022
Added 14.17%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
38,361
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
38,290
shares
|
$1.02 Million
0.52% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
38,281
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
38,149
shares
|
$1.02 Million
0.14% of portfolio
|
Q1 2025
Reduced 49.97%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
37,954
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
37,871
shares
|
$1.01 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
37,856
shares
|
$1.01 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
37,692
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
37,602
shares
|
$1 Million
0.39% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
37,471
shares
|
$1 Million
0.4% of portfolio
|
Q1 2025
Added 16.76%
|