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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
9,402
shares
|
$251,033
0.12% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
9,366
shares
|
$250,072
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
9,354
shares
|
$249,751
0.14% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
9,309
shares
|
$248,550
0.03% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
9,298
shares
|
$248,256
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,297
shares
|
$248,229
0.11% of portfolio
|
Q4 2024
Added 201.85%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
9,286
shares
|
$247,936
0.05% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
9,275
shares
|
$247,642
0.1% of portfolio
|
Q1 2025
Added 26.38%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
9,275
shares
|
$247,642
0.05% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
9,246
shares
|
$246,868
0.01% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
9,231
shares
|
$246,467
0.11% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
9,204
shares
|
$245,746
0.02% of portfolio
|
Q4 2024
Added 194.34%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
9,199
shares
|
$245,613
0.2% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
9,185
shares
|
$245,239
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
9,138
shares
|
$243,984
0.11% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
9,075
shares
|
$242,302
0.07% of portfolio
|
Q4 2024
Added 186.28%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
9,030
shares
|
$241,101
0.1% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
9,005
shares
|
$240,433
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
9,000
shares
|
$240,300
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
8,907
shares
|
$237,816
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
8,898
shares
|
$237,576
0.0% of portfolio
|
Q1 2025
Reduced 68.94%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
8,883
shares
|
$237,176
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
8,881
shares
|
$237,122
0.19% of portfolio
|
Q2 2023
Reduced 13.06%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
8,853
shares
|
$236,375
0.2% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
8,850
shares
|
$236,295
0.05% of portfolio
|
Q1 2025
New holding
|