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 |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
37,399
shares
|
$998,553
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
37,268
shares
|
$995,055
0.5% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
37,257
shares
|
$994,761
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
37,060
shares
|
$989,502
0.98% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
37,014
shares
|
$988,273
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
36,999
shares
|
$987,873
1.85% of portfolio
|
Q1 2023
Added 12.52%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
36,856
shares
|
$984,055
0.32% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
36,804
shares
|
$982,666
0.04% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
36,719
shares
|
$980,397
0.32% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
36,658
shares
|
$978,768
0.08% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
36,588
shares
|
$976,899
0.78% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
36,552
shares
|
$975,938
2.86% of portfolio
|
Q4 2022
Added 64.6%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
36,498
shares
|
$974,496
0.24% of portfolio
|
Q1 2025
Added 95.33%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
36,443
shares
|
$973,028
0.33% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
36,440
shares
|
$972,948
0.12% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
36,335
shares
|
$970,144
0.17% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
36,333
shares
|
$970,091
1.12% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
36,095
shares
|
$963,736
0.09% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
35,700
shares
|
$953,190
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
35,689
shares
|
$952,896
0.28% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
35,676
shares
|
$952,549
0.46% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
35,645
shares
|
$951,721
0.08% of portfolio
|
Q1 2025
Added 47.15%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
35,586
shares
|
$950,146
0.03% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
35,571
shares
|
$949,745
1.13% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
35,466
shares
|
$946,942
0.66% of portfolio
|
Q1 2025
Reduced 6.21%
|