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 |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
18,855
shares
|
$503,428
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
18,721
shares
|
$499,850
0.37% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
18,707
shares
|
$499,476
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
18,591
shares
|
$496,379
0.28% of portfolio
|
Q4 2024
Added 196.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
18,578
shares
|
$496,032
0.13% of portfolio
|
Q1 2025
Added 132.46%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
18,530
shares
|
$494,751
0.08% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
18,446
shares
|
$492,508
0.39% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
18,362
shares
|
$490,265
0.23% of portfolio
|
Q1 2025
Reduced 27.81%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
18,282
shares
|
$488,129
0.03% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
18,276
shares
|
$487,969
0.22% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
18,263
shares
|
$487,622
0.27% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
18,200
shares
|
$485,940
0.73% of portfolio
|
Q1 2024
Added 3.57%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
18,196
shares
|
$485,833
0.18% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
18,175
shares
|
$485,272
0.41% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
18,142
shares
|
$484,391
0.23% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,084
shares
|
$482,842
0.0% of portfolio
|
Q1 2025
Reduced 93.55%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
17,900
shares
|
$477,930
0.05% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
17,852
shares
|
$476,648
0.34% of portfolio
|
Q1 2025
Added 202.83%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
17,797
shares
|
$475,179
0.04% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,741
shares
|
$473,684
0.19% of portfolio
|
Q4 2024
Added 67.7%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
17,559
shares
|
$468,825
0.1% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
17,503
shares
|
$467,330
0.53% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
17,499
shares
|
$467,223
0.18% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
17,389
shares
|
$464,286
0.46% of portfolio
|
Q1 2025
Reduced 90.95%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
17,286
shares
|
$461,536
0.48% of portfolio
|
Q1 2025
Added 0.9%
|