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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,901
shares
|
$104,156
0.01% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
3,858
shares
|
$103,008
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,732
shares
|
$99,644
0.08% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
3,732
shares
|
$99,644
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
3,731
shares
|
$99,617
0.06% of portfolio
|
Q1 2025
Added 1874.07%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,720
shares
|
$99,324
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,668
shares
|
$97,935
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,661
shares
|
$97,748
0.07% of portfolio
|
Q4 2024
Added 140.7%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
3,654
shares
|
$97,561
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
3,600
shares
|
$96,120
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
3,561
shares
|
$95,078
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
3,540
shares
|
$94,518
0.05% of portfolio
|
Q1 2025
Reduced 41.87%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,468
shares
|
$92,595
0.03% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,444
shares
|
$91,954
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
3,430
shares
|
$91,581
0.02% of portfolio
|
Q1 2025
Reduced 74.26%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
3,420
shares
|
$91,314
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,353
shares
|
$89,525
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
3,274
shares
|
$87,415
0.05% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,271
shares
|
$87,335
0.01% of portfolio
|
Q4 2022
Reduced 12.02%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
3,199
shares
|
$85,413
0.01% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,176
shares
|
$84,799
0.01% of portfolio
|
Q4 2024
Added 256.05%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,113
shares
|
$83,117
0.15% of portfolio
|
Q1 2022
Added 0.42%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,109
shares
|
$83,010
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
3,068
shares
|
$81,915
0.06% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
3,011
shares
|
$80,393
10.6% of portfolio
|
Q4 2023
Reduced 93.51%
|