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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
26,919
shares
|
$718,737
0.02% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
26,817
shares
|
$716,013
0.56% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
26,807
shares
|
$715,746
1.5% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
26,700
shares
|
$712,890
1.23% of portfolio
|
Q3 2023
New holding
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
26,637
shares
|
$711,207
0.09% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
26,612
shares
|
$710,540
0.15% of portfolio
|
Q1 2025
Added 33.05%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
26,610
shares
|
$710,487
0.3% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
26,557
shares
|
$709,071
0.12% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
26,476
shares
|
$706,909
0.15% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
26,327
shares
|
$702,930
0.24% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
26,233
shares
|
$700,421
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
26,201
shares
|
$699,566
0.54% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
26,200
shares
|
$699,540
0.06% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
26,084
shares
|
$696,442
0.16% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
26,050
shares
|
$695,535
0.21% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
26,004
shares
|
$694,306
0.1% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
25,994
shares
|
$694,039
0.18% of portfolio
|
Q1 2025
Added 119.16%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
25,908
shares
|
$691,743
0.41% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
25,885
shares
|
$691,129
0.07% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
25,883
shares
|
$691,076
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
25,731
shares
|
$687,017
0.05% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
25,657
shares
|
$685,041
0.03% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
25,655
shares
|
$684,988
0.86% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
25,375
shares
|
$677,512
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
25,337
shares
|
$676,497
0.65% of portfolio
|
Q1 2025
Added 2.04%
|