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 |
|---|---|---|---|---|---|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
10,515
shares
|
$280,750
0.11% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,508
shares
|
$280,563
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
10,500
shares
|
$280,350
0.02% of portfolio
|
Q4 2024
Added 34900.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
10,500
shares
|
$280,350
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
10,478
shares
|
$279,762
0.04% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,459
shares
|
$279,255
0.02% of portfolio
|
Q4 2024
Added 210.36%
|
|
|
Tenret CO LLC
|
May 20, 2025 Q1 2025 |
10,425
shares
|
$278,347
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
10,408
shares
|
$277,893
0.08% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,386
shares
|
$277,306
0.12% of portfolio
|
Q2 2023
Reduced 6.68%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
10,363
shares
|
$276,692
0.02% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
10,362
shares
|
$276,665
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,298
shares
|
$274,956
0.13% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
10,298
shares
|
$274,956
0.05% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
10,227
shares
|
$273,060
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
10,213
shares
|
$272,687
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
10,197
shares
|
$272,259
0.14% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
10,113
shares
|
$270,017
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
10,094
shares
|
$269,509
0.12% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
10,084
shares
|
$269,242
0.02% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,060
shares
|
$268,602
0.47% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
10,055
shares
|
$268,468
0.13% of portfolio
|
Q4 2024
Added 241.19%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
10,045
shares
|
$268,201
0.31% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
10,045
shares
|
$268,201
0.43% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
10,037
shares
|
$267,987
0.73% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
10,035
shares
|
$267,934
0.05% of portfolio
|
Q4 2024
Added 200.0%
|