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 |
|---|---|---|---|---|---|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
15,681
shares
|
$418,682
0.32% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
15,550
shares
|
$415,185
0.16% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
15,522
shares
|
$414,437
0.11% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
15,444
shares
|
$412,354
0.07% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
15,429
shares
|
$411,954
0.44% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
15,393
shares
|
$410,993
0.02% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
15,388
shares
|
$410,859
0.2% of portfolio
|
Q1 2025
Reduced 84.73%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
15,351
shares
|
$409,871
0.2% of portfolio
|
Q1 2025
Reduced 51.71%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
15,332
shares
|
$409,364
0.02% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
15,291
shares
|
$408,269
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
15,271
shares
|
$407,735
0.06% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
15,244
shares
|
$407,014
0.08% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
15,199
shares
|
$405,813
0.03% of portfolio
|
Q4 2024
Added 235.52%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
15,174
shares
|
$405,145
0.13% of portfolio
|
Q4 2024
Added 219.25%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
15,141
shares
|
$404,264
0.11% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
15,126
shares
|
$403,864
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
15,038
shares
|
$401,514
0.1% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,034
shares
|
$401,407
0.67% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
15,000
shares
|
$400,500
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
14,981
shares
|
$399,992
0.01% of portfolio
|
Q1 2025
Added 54.79%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
14,973
shares
|
$399,779
0.28% of portfolio
|
Q1 2025
Added 29.93%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
14,953
shares
|
$399,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
14,952
shares
|
$399,218
0.07% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
14,883
shares
|
$397,376
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
14,853
shares
|
$396,575
0.12% of portfolio
|
Q1 2025
Added 0.9%
|