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 |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
25,211
shares
|
$673,133
0.03% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
25,038
shares
|
$668,514
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,019
shares
|
$668,007
0.0% of portfolio
|
Q1 2025
Reduced 73.87%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
24,980
shares
|
$666,966
0.3% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
24,947
shares
|
$666,084
0.13% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
24,947
shares
|
$666,084
0.28% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
24,823
shares
|
$662,774
0.1% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
24,787
shares
|
$661,812
0.51% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
24,696
shares
|
$659,383
0.03% of portfolio
|
Q4 2024
Added 189.11%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
24,657
shares
|
$658,341
0.25% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
24,561
shares
|
$655,778
0.78% of portfolio
|
Q1 2025
Added 23.76%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
24,476
shares
|
$653,509
0.13% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
24,433
shares
|
$652,361
0.58% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
24,409
shares
|
$651,720
0.36% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
24,379
shares
|
$650,919
0.06% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
24,379
shares
|
$650,919
0.9% of portfolio
|
Q1 2025
Reduced 91.67%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
24,369
shares
|
$650,652
0.05% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
24,280
shares
|
$648,276
0.2% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
24,258
shares
|
$647,688
0.27% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
24,253
shares
|
$647,555
0.1% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
24,245
shares
|
$647,341
0.05% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
24,221
shares
|
$646,700
0.04% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
24,108
shares
|
$643,683
0.12% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
23,929
shares
|
$638,904
0.58% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
23,895
shares
|
$637,996
0.49% of portfolio
|
Q1 2025
Added 0.32%
|