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 |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
21,184
shares
|
$565,612
0.14% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
21,108
shares
|
$563,583
0.01% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
21,086
shares
|
$562,996
0.64% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
21,079
shares
|
$562,809
0.07% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
21,063
shares
|
$562,382
0.22% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
21,047
shares
|
$561,954
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
20,976
shares
|
$560,059
0.22% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
20,947
shares
|
$559,284
0.46% of portfolio
|
Q1 2025
Added 171.79%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,884
shares
|
$557,602
0.47% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
20,883
shares
|
$557,576
0.08% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
20,871
shares
|
$557,255
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
20,863
shares
|
$557,042
0.05% of portfolio
|
Q1 2025
Added 93.46%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
20,789
shares
|
$555,066
0.36% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
20,751
shares
|
$554,051
0.2% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
20,733
shares
|
$553,571
0.38% of portfolio
|
Q1 2025
Reduced 70.96%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
20,595
shares
|
$549,886
0.04% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
20,541
shares
|
$548,444
0.15% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
20,538
shares
|
$548,364
0.2% of portfolio
|
Q1 2025
Added 144.59%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
20,492
shares
|
$547,136
0.12% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
20,465
shares
|
$546,415
0.19% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,452
shares
|
$546,068
0.23% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
20,360
shares
|
$543,612
0.03% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
20,240
shares
|
$540,408
0.1% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
20,195
shares
|
$539,206
0.17% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
20,114
shares
|
$537,043
0.35% of portfolio
|
Q1 2025
Added 1699.11%
|