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 |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$80,100
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,984
shares
|
$79,672
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,979
shares
|
$79,539
0.03% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,900
shares
|
$77,430
0.08% of portfolio
|
Q2 2022
Added 5.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
2,775
shares
|
$74,092
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,770
shares
|
$73,959
0.01% of portfolio
|
Q1 2024
Reduced 31.45%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,688
shares
|
$71,769
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
2,636
shares
|
$70,381
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
2,598
shares
|
$69,366
0.01% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,550
shares
|
$68,085
0.04% of portfolio
|
Q1 2025
Reduced 59.28%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
2,463
shares
|
$65,762
0.02% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,450
shares
|
$65,415
0.01% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,400
shares
|
$64,080
0.01% of portfolio
|
Q4 2024
Added 247.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,340
shares
|
$62,478
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
2,230
shares
|
$59,541
0.02% of portfolio
|
Q4 2024
Added 214.08%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,227
shares
|
$59,460
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,173
shares
|
$58,019
0.01% of portfolio
|
Q4 2024
Added 654.51%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
2,169
shares
|
$57,912
0.02% of portfolio
|
Q1 2025
Reduced 32.81%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,169
shares
|
$57,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,136
shares
|
$57,031
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,121
shares
|
$56,630
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
2,100
shares
|
$56,070
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1,992
shares
|
$53,186
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,983
shares
|
$52,946
0.02% of portfolio
|
Q2 2023
Added 4.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,981
shares
|
$52,892
0.09% of portfolio
|
Q4 2020
New holding
|