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 |
|---|---|---|---|---|---|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
13,350
shares
|
$356,445
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
13,348
shares
|
$356,391
0.04% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
13,294
shares
|
$354,949
0.0% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
13,270
shares
|
$354,309
0.21% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
13,269
shares
|
$354,282
0.16% of portfolio
|
Q4 2024
Added 209.52%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
13,242
shares
|
$353,561
0.05% of portfolio
|
Q4 2024
Added 32.42%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
13,230
shares
|
$353,241
0.09% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
13,225
shares
|
$353,107
0.06% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
13,182
shares
|
$351,959
0.17% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,147
shares
|
$351,024
0.1% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
13,143
shares
|
$350,918
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
13,125
shares
|
$350,437
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
13,089
shares
|
$349,476
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
13,061
shares
|
$348,728
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
13,060
shares
|
$348,702
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
13,057
shares
|
$348,621
0.03% of portfolio
|
Q1 2025
Added 26.4%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
13,026
shares
|
$347,794
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,015
shares
|
$347,500
4.2% of portfolio
|
Q3 2023
Reduced 1.64%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
12,952
shares
|
$345,818
0.27% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
12,930
shares
|
$345,231
0.22% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
12,927
shares
|
$345,150
0.1% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
12,921
shares
|
$344,990
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
12,883
shares
|
$343,976
0.08% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
12,829
shares
|
$342,534
0.04% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
12,790
shares
|
$341,493
0.22% of portfolio
|
Q1 2025
Added 1.16%
|