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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
11,982
shares
|
$319,919
0.01% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,962
shares
|
$319,385
0.01% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,941
shares
|
$318,824
0.14% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
11,920
shares
|
$318,264
0.16% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,919
shares
|
$318,237
0.0% of portfolio
|
Q2 2023
Added 23.17%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,878
shares
|
$317,142
0.28% of portfolio
|
Q1 2025
Reduced 92.33%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
11,866
shares
|
$316,822
0.07% of portfolio
|
Q4 2024
Added 202.94%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
11,854
shares
|
$316,501
0.07% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,851
shares
|
$316,421
0.56% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
11,833
shares
|
$315,941
0.1% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
11,802
shares
|
$315,113
0.14% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
11,780
shares
|
$314,526
0.05% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,738
shares
|
$313,404
0.08% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
11,720
shares
|
$312,924
0.17% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
11,713
shares
|
$312,737
0.1% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,667
shares
|
$311,508
0.01% of portfolio
|
Q4 2024
Added 132.78%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,618
shares
|
$310,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
11,511
shares
|
$307,343
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,480
shares
|
$306,516
0.01% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
11,412
shares
|
$304,700
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
11,403
shares
|
$304,460
0.07% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
11,323
shares
|
$302,324
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
11,323
shares
|
$302,324
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,315
shares
|
$302,110
0.02% of portfolio
|
Q4 2022
Added 55.0%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
11,211
shares
|
$299,333
0.07% of portfolio
|
Q1 2025
Added 2.05%
|