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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
22,580
shares
|
$602,886
0.09% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
22,485
shares
|
$600,349
0.23% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
22,478
shares
|
$600,162
0.08% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
22,474
shares
|
$600,055
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
22,469
shares
|
$599,922
0.07% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
22,465
shares
|
$599,815
0.12% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
22,329
shares
|
$596,184
0.4% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
22,280
shares
|
$594,876
0.28% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
22,258
shares
|
$594,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Apr 15, 2025 Q1 2025 |
22,042
shares
|
$588,521
1.17% of portfolio
|
Q1 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
21,957
shares
|
$586,251
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
21,946
shares
|
$585,958
0.07% of portfolio
|
Q1 2025
Added 61.53%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
21,915
shares
|
$585,130
0.14% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
21,875
shares
|
$584,062
0.33% of portfolio
|
Q1 2025
Added 44.46%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
21,843
shares
|
$583,208
0.07% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
21,701
shares
|
$579,416
0.29% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
21,677
shares
|
$578,775
0.36% of portfolio
|
Q1 2025
Reduced 86.22%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
21,667
shares
|
$578,508
0.2% of portfolio
|
Q1 2025
Added 97.82%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
21,652
shares
|
$578,108
0.48% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
21,630
shares
|
$577,521
0.03% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
21,561
shares
|
$575,678
0.02% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
21,524
shares
|
$574,690
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
21,441
shares
|
$572,474
0.02% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
21,411
shares
|
$571,673
0.25% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
21,250
shares
|
$567,375
0.05% of portfolio
|
Q1 2025
Added 20.36%
|