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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
23,640
shares
|
$631,188
0.07% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
23,610
shares
|
$630,387
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
23,513
shares
|
$627,797
0.19% of portfolio
|
Q1 2025
Reduced 51.61%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
23,495
shares
|
$627,316
0.58% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
23,491
shares
|
$627,209
0.35% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
23,422
shares
|
$625,367
0.15% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
23,353
shares
|
$623,525
0.08% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
23,300
shares
|
$622,110
0.28% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
23,269
shares
|
$621,282
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
23,109
shares
|
$617,010
0.23% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,070
shares
|
$615,969
0.05% of portfolio
|
Q4 2023
Reduced 16.72%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
23,031
shares
|
$614,927
0.31% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
23,029
shares
|
$614,874
0.06% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
23,026
shares
|
$614,794
0.02% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
23,004
shares
|
$614,206
0.04% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
22,998
shares
|
$614,046
0.01% of portfolio
|
Q4 2024
Added 195.6%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
22,988
shares
|
$613,779
0.62% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
22,978
shares
|
$613,512
0.03% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
22,885
shares
|
$611,029
0.14% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
22,826
shares
|
$609,454
0.11% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
22,727
shares
|
$606,810
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
22,717
shares
|
$606,543
0.35% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
22,692
shares
|
$605,876
0.06% of portfolio
|
Q4 2024
Added 202.76%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
22,673
shares
|
$605,369
1.52% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
22,667
shares
|
$605,208
0.01% of portfolio
|
Q1 2025
Added 9.96%
|