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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
940,551
shares
|
$25.1 Million
0.16% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
924,802
shares
|
$24.7 Million
0.16% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
924,343
shares
|
$24.7 Million
10.43% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
910,578
shares
|
$24.3 Million
2.41% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
907,271
shares
|
$24.2 Million
0.61% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
899,104
shares
|
$24 Million
7.05% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
887,612
shares
|
$23.7 Million
1.93% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
886,292
shares
|
$23.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
882,844
shares
|
$23.6 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
882,306
shares
|
$23.6 Million
20.75% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
878,549
shares
|
$23.5 Million
6.77% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
872,406
shares
|
$23.3 Million
8.85% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
864,599
shares
|
$23.1 Million
10.7% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
853,767
shares
|
$22.8 Million
0.66% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
853,043
shares
|
$22.8 Million
5.74% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
840,184
shares
|
$22.4 Million
23.62% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
838,701
shares
|
$22.4 Million
4.23% of portfolio
|
Q4 2024
Added 205.85%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
833,124
shares
|
$22.2 Million
0.85% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
815,541
shares
|
$21.8 Million
6.84% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
814,757
shares
|
$21.8 Million
7.62% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
811,833
shares
|
$21.7 Million
4.76% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
804,897
shares
|
$21.5 Million
2.34% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
798,274
shares
|
$21.3 Million
0.63% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
788,881
shares
|
$21.1 Million
3.87% of portfolio
|
Q4 2024
Added 161.83%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
783,749
shares
|
$20.9 Million
0.71% of portfolio
|
Q1 2025
Added 4.11%
|