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 |
|---|---|---|---|---|---|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
20,069
shares
|
$535,842
0.61% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
20,027
shares
|
$534,720
0.06% of portfolio
|
Q1 2025
Added 48.15%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,894
shares
|
$531,169
0.38% of portfolio
|
Q4 2022
Added 6.57%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
19,772
shares
|
$527,912
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
19,709
shares
|
$526,230
0.01% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
19,624
shares
|
$523,960
0.43% of portfolio
|
Q4 2024
Added 239.75%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
19,602
shares
|
$523,373
0.12% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
19,572
shares
|
$522,572
1.76% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
19,569
shares
|
$522,492
0.03% of portfolio
|
Q1 2025
Added 54.46%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
19,557
shares
|
$522,171
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,556
shares
|
$522,145
0.03% of portfolio
|
Q4 2024
Added 197.7%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
19,522
shares
|
$521,237
0.27% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
19,477
shares
|
$520,035
0.01% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
19,476
shares
|
$520,009
0.21% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
19,189
shares
|
$512,346
0.27% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
19,188
shares
|
$512,319
0.06% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
19,153
shares
|
$511,385
0.08% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
19,139
shares
|
$511,011
0.91% of portfolio
|
Q4 2024
Added 251.11%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
19,029
shares
|
$508,074
0.01% of portfolio
|
Q4 2024
Added 197.75%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
19,029
shares
|
$508,074
0.02% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
19,016
shares
|
$507,727
0.08% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
18,996
shares
|
$507,193
0.34% of portfolio
|
Q4 2024
Added 208.83%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
18,983
shares
|
$506,846
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
18,925
shares
|
$505,297
0.05% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
18,919
shares
|
$505,137
0.13% of portfolio
|
Q4 2024
Added 536.36%
|