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 |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
32,465
shares
|
$866,815
0.38% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
32,438
shares
|
$866,094
0.02% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
32,420
shares
|
$865,614
0.25% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
32,368
shares
|
$864,225
0.51% of portfolio
|
Q4 2024
Added 202.87%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
32,300
shares
|
$862,410
0.0% of portfolio
|
Q1 2025
Reduced 64.11%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
32,253
shares
|
$861,155
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
32,213
shares
|
$860,087
0.24% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
32,148
shares
|
$858,351
0.23% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
31,941
shares
|
$852,824
0.57% of portfolio
|
Q1 2025
Added 33.82%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
31,871
shares
|
$850,955
0.01% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
31,699
shares
|
$846,363
0.11% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
31,538
shares
|
$842,064
0.78% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
31,483
shares
|
$840,596
0.16% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
31,456
shares
|
$839,875
0.3% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
31,406
shares
|
$838,540
0.8% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
31,339
shares
|
$836,751
0.06% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
31,216
shares
|
$833,467
0.5% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
31,209
shares
|
$833,280
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
31,160
shares
|
$831,972
0.23% of portfolio
|
Q4 2024
Added 209.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
31,150
shares
|
$831,705
0.32% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
31,050
shares
|
$829,035
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
31,030
shares
|
$828,501
0.13% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
30,940
shares
|
$826,098
0.39% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
30,681
shares
|
$819,182
0.32% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
30,590
shares
|
$816,753
0.22% of portfolio
|
Q1 2025
Added 12.13%
|