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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
1,096,815
shares
|
$29.3 Million
3.71% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
1,090,437
shares
|
$29.1 Million
2.45% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
1,086,139
shares
|
$29 Million
9.76% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,070,787
shares
|
$28.6 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
1,067,891
shares
|
$28.5 Million
4.54% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,059,480
shares
|
$28.3 Million
10.22% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
1,044,607
shares
|
$27.9 Million
10.55% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
1,041,820
shares
|
$27.8 Million
5.11% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,040,060
shares
|
$27.8 Million
9.36% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
1,036,235
shares
|
$27.7 Million
10.99% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
1,030,824
shares
|
$27.5 Million
6.53% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,015,858
shares
|
$27.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
1,015,217
shares
|
$27.1 Million
1.64% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,011,123
shares
|
$27 Million
0.1% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
1,006,727
shares
|
$26.9 Million
8.0% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
990,262
shares
|
$26.4 Million
0.43% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
989,398
shares
|
$26.4 Million
3.07% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
974,009
shares
|
$26 Million
10.33% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
963,901
shares
|
$25.7 Million
2.22% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
954,107
shares
|
$25.5 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
953,822
shares
|
$25.5 Million
3.78% of portfolio
|
Q4 2024
Added 216.01%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
949,867
shares
|
$25.4 Million
0.26% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
947,851
shares
|
$25.3 Million
2.04% of portfolio
|
Q1 2025
Reduced 45.84%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
942,552
shares
|
$25.2 Million
21.92% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
941,678
shares
|
$25.1 Million
4.11% of portfolio
|
Q1 2025
Added 7.71%
|