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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
7,647
shares
|
$204,174
0.01% of portfolio
|
Q1 2025
Added 46.13%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
7,633
shares
|
$203,801
0.2% of portfolio
|
Q4 2024
Added 189.68%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,625
shares
|
$203,587
0.13% of portfolio
|
Q1 2025
Added 233.7%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
7,603
shares
|
$203,000
0.18% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
7,599
shares
|
$202,893
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
7,547
shares
|
$201,504
0.04% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
7,546
shares
|
$201,478
0.18% of portfolio
|
Q1 2025
Added 20861.11%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,546
shares
|
$201,478
0.0% of portfolio
|
Q3 2020
Reduced 11.77%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
7,542
shares
|
$201,371
0.09% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
7,531
shares
|
$201,077
0.0% of portfolio
|
Q1 2025
Reduced 28.19%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
7,509
shares
|
$200,490
0.23% of portfolio
|
Q4 2024
Added 180.82%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
7,500
shares
|
$200,250
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
7,500
shares
|
$200,250
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,472
shares
|
$199,502
0.02% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
7,416
shares
|
$198,007
0.09% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
7,407
shares
|
$197,766
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
7,358
shares
|
$196,458
0.19% of portfolio
|
Q1 2025
Reduced 99.03%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
7,348
shares
|
$196,191
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,298
shares
|
$194,856
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,291
shares
|
$194,669
0.04% of portfolio
|
Q4 2023
Added 89.92%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Apr 09, 2025 Q1 2025 |
7,261
shares
|
$193,868
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
7,239
shares
|
$193,281
0.0% of portfolio
|
Q1 2025
Reduced 20.55%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
7,231
shares
|
$193,067
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
7,218
shares
|
$192,720
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
7,197
shares
|
$192,159
0.14% of portfolio
|
Q1 2025
New holding
|