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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
17,275
shares
|
$461,242
0.07% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
17,251
shares
|
$460,601
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
17,203
shares
|
$459,320
0.2% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
17,174
shares
|
$458,545
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
17,163
shares
|
$458,252
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
17,115
shares
|
$456,970
0.08% of portfolio
|
Q4 2024
Added 228.63%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
17,106
shares
|
$456,730
0.46% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
17,101
shares
|
$456,596
0.21% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
17,082
shares
|
$456,089
0.12% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
17,058
shares
|
$455,448
0.03% of portfolio
|
Q1 2025
Added 107.24%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
17,058
shares
|
$455,448
0.43% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
17,055
shares
|
$455,368
0.69% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,990
shares
|
$453,633
0.14% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
16,972
shares
|
$453,152
0.22% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
16,956
shares
|
$452,725
0.33% of portfolio
|
Q1 2025
Added 205.62%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
16,877
shares
|
$450,615
0.23% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
16,877
shares
|
$450,615
0.38% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
16,859
shares
|
$450,135
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
16,827
shares
|
$449,280
0.46% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
16,779
shares
|
$447,999
0.02% of portfolio
|
Q1 2025
Added 76.01%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
16,748
shares
|
$447,171
0.07% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
16,740
shares
|
$446,958
0.38% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
16,738
shares
|
$446,904
0.41% of portfolio
|
Q1 2025
Added 47.73%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,709
shares
|
$446,130
0.01% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
16,673
shares
|
$445,169
0.01% of portfolio
|
Q1 2025
Reduced 7.49%
|