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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
7,188
shares
|
$191,919
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
7,134
shares
|
$190,477
0.05% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
7,039
shares
|
$187,941
0.0% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
7,032
shares
|
$187,754
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
7,000
shares
|
$186,900
0.14% of portfolio
|
Q1 2023
Added 0.17%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
6,974
shares
|
$186,205
0.06% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,831
shares
|
$182,387
0.37% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,779
shares
|
$180,999
0.01% of portfolio
|
Q2 2024
Added 21.84%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
6,749
shares
|
$180,198
0.03% of portfolio
|
Q4 2024
Added 213.91%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,690
shares
|
$178,623
0.01% of portfolio
|
Q1 2025
Added 44.06%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,677
shares
|
$178,275
0.01% of portfolio
|
Q3 2022
Reduced 4.71%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6,666
shares
|
$177,982
0.02% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,644
shares
|
$177,394
0.03% of portfolio
|
Q4 2024
Added 98.15%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
6,636
shares
|
$177,181
0.03% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,594
shares
|
$176,059
0.0% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,389
shares
|
$170,586
0.04% of portfolio
|
Q3 2023
Reduced 40.38%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,221
shares
|
$166,100
0.0% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,208
shares
|
$165,753
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,104
shares
|
$162,976
0.08% of portfolio
|
Q3 2023
Added 50.98%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
6,086
shares
|
$162,496
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,041
shares
|
$161,294
0.02% of portfolio
|
Q1 2023
Reduced 3.76%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,858
shares
|
$156,408
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
5,794
shares
|
$154,699
0.03% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,333
shares
|
$142,391
0.1% of portfolio
|
Q3 2024
Added 74.11%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
5,294
shares
|
$141,349
0.0% of portfolio
|
Q1 2025
Added 60.72%
|