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 |
|---|---|---|---|---|---|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
8,835
shares
|
$235,894
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
8,808
shares
|
$235,173
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
8,775
shares
|
$234,292
0.0% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
8,756
shares
|
$233,785
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
8,755
shares
|
$233,758
0.12% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
8,719
shares
|
$232,797
0.01% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
8,700
shares
|
$232,290
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
8,695
shares
|
$232,156
0.06% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
8,677
shares
|
$231,675
0.19% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
8,637
shares
|
$230,607
0.01% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
8,636
shares
|
$230,581
0.02% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
8,547
shares
|
$228,204
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
8,545
shares
|
$228,151
0.23% of portfolio
|
Q1 2025
Added 40.66%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
8,539
shares
|
$227,991
0.1% of portfolio
|
Q4 2024
Added 200.04%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
8,525
shares
|
$227,617
0.03% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
8,476
shares
|
$226,309
0.08% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
8,389
shares
|
$223,986
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
8,355
shares
|
$223,078
0.05% of portfolio
|
Q1 2025
Reduced 56.13%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,341
shares
|
$222,704
0.2% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
8,270
shares
|
$220,809
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,250
shares
|
$220,275
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
8,250
shares
|
$220,275
0.06% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
8,150
shares
|
$217,605
0.01% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
8,100
shares
|
$216,270
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
8,100
shares
|
$216,270
0.01% of portfolio
|
Q1 2025
Added 3.91%
|