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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
16,669
shares
|
$445,062
0.03% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
16,543
shares
|
$441,698
0.18% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,533
shares
|
$441,431
0.03% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
16,424
shares
|
$438,520
0.2% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
16,350
shares
|
$436,545
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
16,306
shares
|
$435,370
0.1% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
16,254
shares
|
$433,981
0.03% of portfolio
|
Q1 2025
Reduced 95.82%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
16,163
shares
|
$431,552
0.0% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
16,162
shares
|
$431,525
0.57% of portfolio
|
Q1 2025
Added 63.05%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
16,108
shares
|
$430,083
0.03% of portfolio
|
Q1 2025
Added 117.03%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
16,086
shares
|
$429,496
0.06% of portfolio
|
Q4 2024
Added 194.02%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
16,063
shares
|
$428,882
1.02% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
15,978
shares
|
$426,612
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
15,954
shares
|
$425,971
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
15,951
shares
|
$425,891
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
15,927
shares
|
$425,250
0.15% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
15,829
shares
|
$422,634
0.13% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
15,828
shares
|
$422,607
0.03% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,806
shares
|
$422,020
0.1% of portfolio
|
Q3 2022
Added 28.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
15,784
shares
|
$421,432
0.11% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
15,773
shares
|
$421,139
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
15,773
shares
|
$421,139
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
15,766
shares
|
$420,952
0.05% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
15,745
shares
|
$420,391
0.33% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
15,742
shares
|
$420,311
0.31% of portfolio
|
Q1 2025
Reduced 70.42%
|