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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
8,086
shares
|
$215,896
0.08% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
8,076
shares
|
$215,629
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
8,027
shares
|
$214,320
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
7,992
shares
|
$213,386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
7,943
shares
|
$212,078
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
7,938
shares
|
$211,944
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
7,935
shares
|
$211,864
0.06% of portfolio
|
Q4 2024
Added 211.79%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
7,914
shares
|
$211,303
0.1% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
7,913
shares
|
$211,277
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
7,905
shares
|
$211,063
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
7,876
shares
|
$210,289
0.18% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
7,875
shares
|
$210,262
0.2% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
7,872
shares
|
$210,182
0.06% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
7,859
shares
|
$209,835
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,844
shares
|
$209,434
0.29% of portfolio
|
Q1 2023
Reduced 47.19%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
7,823
shares
|
$208,874
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
7,823
shares
|
$208,874
0.01% of portfolio
|
Q1 2025
Reduced 36.13%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
7,814
shares
|
$208,633
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,772
shares
|
$207,512
0.53% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
7,770
shares
|
$207,459
0.01% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
7,726
shares
|
$206,284
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
7,694
shares
|
$205,429
0.13% of portfolio
|
Q1 2025
Reduced 55.68%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
7,669
shares
|
$204,762
0.07% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
7,667
shares
|
$204,708
0.03% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
7,664
shares
|
$204,628
0.2% of portfolio
|
Q1 2025
Added 0.83%
|