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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
29,082
shares
|
$776,489
0.01% of portfolio
|
Q1 2025
Added 26.84%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
29,015
shares
|
$774,700
0.06% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
28,925
shares
|
$772,297
0.15% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
28,659
shares
|
$765,195
0.49% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
28,516
shares
|
$761,377
0.03% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
28,459
shares
|
$759,855
0.02% of portfolio
|
Q1 2025
Added 101.94%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
28,324
shares
|
$756,250
0.4% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,305
shares
|
$755,743
0.04% of portfolio
|
Q3 2022
Reduced 1.61%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
28,215
shares
|
$753,340
0.15% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
28,185
shares
|
$752,539
0.27% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
28,119
shares
|
$750,777
0.2% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
28,084
shares
|
$749,842
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
27,994
shares
|
$747,439
0.18% of portfolio
|
Q1 2025
Added 33.3%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
27,971
shares
|
$746,825
0.51% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
27,918
shares
|
$745,410
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
27,901
shares
|
$744,956
0.1% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
27,814
shares
|
$742,633
0.03% of portfolio
|
Q1 2025
Reduced 43.74%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
27,708
shares
|
$739,803
0.06% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
27,591
shares
|
$736,679
0.87% of portfolio
|
Q1 2025
Added 530.59%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
27,552
shares
|
$735,638
0.16% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,325
shares
|
$729,577
0.2% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
27,246
shares
|
$727,468
0.06% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
27,149
shares
|
$724,878
0.32% of portfolio
|
Q1 2025
Added 35.78%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
27,085
shares
|
$723,169
0.31% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
26,944
shares
|
$719,404
0.02% of portfolio
|
Q1 2025
Reduced 3.43%
|