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 |
|---|---|---|---|---|---|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
14,843
shares
|
$396,308
0.23% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
14,838
shares
|
$396,174
0.28% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
14,786
shares
|
$394,786
0.45% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
14,776
shares
|
$394,519
0.04% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
14,664
shares
|
$391,528
0.47% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
14,622
shares
|
$390,407
0.01% of portfolio
|
Q1 2025
Added 894.69%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
14,620
shares
|
$390,354
0.25% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
14,615
shares
|
$390,220
0.14% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
14,595
shares
|
$389,686
0.11% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
14,555
shares
|
$388,618
0.18% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
14,472
shares
|
$386,402
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
14,446
shares
|
$385,708
0.07% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
14,415
shares
|
$384,880
0.11% of portfolio
|
Q4 2024
Added 199.56%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
14,415
shares
|
$384,880
0.23% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
14,406
shares
|
$384,640
0.31% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
14,375
shares
|
$383,812
0.31% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
14,336
shares
|
$382,771
0.08% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
14,324
shares
|
$382,450
0.14% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
14,266
shares
|
$380,902
0.02% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
14,257
shares
|
$380,661
0.18% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
14,238
shares
|
$380,154
0.26% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
14,219
shares
|
$379,647
0.02% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
14,215
shares
|
$379,540
0.16% of portfolio
|
Q4 2024
Added 208.95%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
14,210
shares
|
$379,407
0.02% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,156
shares
|
$377,965
0.12% of portfolio
|
Q4 2023
Added 1.03%
|