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 |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
11,193
shares
|
$298,853
0.18% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
11,132
shares
|
$297,224
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
11,106
shares
|
$296,530
0.07% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
11,070
shares
|
$295,569
0.24% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
11,054
shares
|
$295,141
0.02% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
11,029
shares
|
$294,474
0.12% of portfolio
|
Q1 2025
Added 186.24%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
10,958
shares
|
$292,578
0.06% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,936
shares
|
$291,991
0.03% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
10,930
shares
|
$291,831
0.08% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
10,851
shares
|
$289,721
0.03% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
10,839
shares
|
$289,401
0.03% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
10,825
shares
|
$289,027
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
10,800
shares
|
$288,360
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
10,770
shares
|
$287,559
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
10,734
shares
|
$286,597
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
10,709
shares
|
$285,930
0.13% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
10,677
shares
|
$285,075
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
10,647
shares
|
$284,274
0.02% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,623
shares
|
$283,634
0.09% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
10,620
shares
|
$283,554
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
10,592
shares
|
$282,806
0.05% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
10,563
shares
|
$282,032
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,554
shares
|
$281,791
0.03% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
10,547
shares
|
$281,604
0.14% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
10,545
shares
|
$281,551
0.13% of portfolio
|
Q4 2024
Added 200.0%
|