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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
12,789
shares
|
$341,466
0.3% of portfolio
|
Q1 2025
Added 40.71%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
12,784
shares
|
$341,332
0.04% of portfolio
|
Q1 2025
Added 34.41%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
12,733
shares
|
$339,971
0.24% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,718
shares
|
$339,570
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,697
shares
|
$339,009
0.03% of portfolio
|
Q4 2024
Added 170.44%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
12,692
shares
|
$338,876
0.22% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
12,673
shares
|
$338,369
0.16% of portfolio
|
Q1 2025
Reduced 49.2%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
12,561
shares
|
$335,378
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
12,497
shares
|
$333,669
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
12,464
shares
|
$332,788
0.29% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
12,439
shares
|
$332,121
0.07% of portfolio
|
Q1 2025
Added 28.74%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
12,338
shares
|
$329,424
0.04% of portfolio
|
Q1 2025
Added 34.94%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
12,333
shares
|
$329,291
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,310
shares
|
$328,677
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
12,294
shares
|
$328,249
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
12,273
shares
|
$327,689
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
12,228
shares
|
$326,487
0.02% of portfolio
|
Q1 2025
Added 30.31%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
12,180
shares
|
$325,206
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
12,176
shares
|
$325,099
0.46% of portfolio
|
Q2 2023
Reduced 50.77%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
12,151
shares
|
$324,431
0.16% of portfolio
|
Q1 2025
Reduced 45.26%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
12,148
shares
|
$324,351
0.13% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
12,115
shares
|
$323,470
0.0% of portfolio
|
Q1 2025
Added 343.29%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
12,114
shares
|
$323,443
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
12,087
shares
|
$322,722
0.15% of portfolio
|
Q4 2024
Added 166.76%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
12,066
shares
|
$322,162
0.28% of portfolio
|
Q1 2025
New holding
|