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 |
|---|---|---|---|---|---|
|
Rwq Financial Management Services, Inc.
|
May 02, 2025 Q1 2025 |
35,430
shares
|
$945,981
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
35,236
shares
|
$940,801
0.38% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
35,200
shares
|
$939,840
0.09% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
35,175
shares
|
$939,172
0.81% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
34,966
shares
|
$933,592
0.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
34,845
shares
|
$930,361
0.38% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
34,770
shares
|
$928,359
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
34,619
shares
|
$924,327
0.1% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
34,534
shares
|
$922,057
0.11% of portfolio
|
Q4 2024
Added 123.58%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
34,502
shares
|
$921,203
0.59% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
34,203
shares
|
$913,220
0.06% of portfolio
|
Q1 2025
Added 58.14%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
34,061
shares
|
$909,428
0.05% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
34,020
shares
|
$908,334
0.11% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
33,900
shares
|
$905,130
0.07% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
33,829
shares
|
$903,234
0.08% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
33,357
shares
|
$890,631
1.64% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
33,287
shares
|
$888,762
0.2% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
33,287
shares
|
$888,762
0.18% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
33,274
shares
|
$888,415
0.0% of portfolio
|
Q1 2025
Added 46.38%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
33,037
shares
|
$882,087
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
32,976
shares
|
$880,459
0.58% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
32,865
shares
|
$877,495
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
32,720
shares
|
$873,624
0.51% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
32,558
shares
|
$869,298
0.08% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
32,529
shares
|
$868,524
0.3% of portfolio
|
Q4 2024
Added 179.68%
|