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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,513
shares
|
$814,697
0.94% of portfolio
|
Q3 2023
Added 54.53%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
30,478
shares
|
$813,762
0.14% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
30,468
shares
|
$813,495
0.23% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
30,434
shares
|
$812,587
0.11% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
30,414
shares
|
$812,053
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
30,287
shares
|
$808,662
0.06% of portfolio
|
Q1 2025
Added 212.33%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
30,199
shares
|
$806,313
0.03% of portfolio
|
Q1 2025
Added 34.52%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
30,037
shares
|
$801,987
0.11% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
30,008
shares
|
$801,213
0.75% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
29,945
shares
|
$799,531
1.45% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
29,847
shares
|
$796,914
0.35% of portfolio
|
Q1 2025
Added 37.08%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
29,820
shares
|
$796,194
0.8% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
29,805
shares
|
$795,793
0.76% of portfolio
|
Q1 2025
Reduced 25.01%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
29,728
shares
|
$793,737
1.04% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
29,716
shares
|
$793,417
0.12% of portfolio
|
Q1 2025
Reduced 96.26%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
29,646
shares
|
$791,548
0.46% of portfolio
|
Q4 2024
Added 174.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,564
shares
|
$789,358
0.17% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
29,480
shares
|
$787,116
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
29,256
shares
|
$781,135
0.02% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
29,256
shares
|
$781,135
0.11% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
29,223
shares
|
$780,254
0.01% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
29,166
shares
|
$778,732
0.29% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
29,163
shares
|
$778,652
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
29,136
shares
|
$777,931
0.1% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
29,123
shares
|
$777,584
0.61% of portfolio
|
Q1 2025
Added 0.23%
|