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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
1,935
shares
|
$51,664
0.05% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
1,923
shares
|
$51,344
0.02% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
1,875
shares
|
$50,062
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,863
shares
|
$49,742
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,854
shares
|
$49,501
0.03% of portfolio
|
Q4 2024
Reduced 97.71%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,835
shares
|
$48,994
0.03% of portfolio
|
Q1 2025
Reduced 63.63%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,813
shares
|
$48,407
0.0% of portfolio
|
Q1 2025
Added 2824.19%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,800
shares
|
$48,060
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,777
shares
|
$47,445
0.03% of portfolio
|
Q1 2025
Reduced 60.48%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,749
shares
|
$46,698
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,747
shares
|
$46,644
0.02% of portfolio
|
Q4 2024
Added 88.05%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,734
shares
|
$46,297
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,734
shares
|
$46,297
0.01% of portfolio
|
Q1 2025
Reduced 33.08%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
1,705
shares
|
$45,523
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,700
shares
|
$45,390
0.0% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,698
shares
|
$45,336
0.02% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,677
shares
|
$44,775
0.03% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,585
shares
|
$42,319
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,549
shares
|
$41,358
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,511
shares
|
$40,343
0.01% of portfolio
|
Q1 2025
Reduced 86.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,502
shares
|
$40,103
0.02% of portfolio
|
Q1 2025
Added 93.31%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$40,050
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,495
shares
|
$39,916
0.01% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,494
shares
|
$39,889
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
1,475
shares
|
$39,382
0.01% of portfolio
|
Q1 2025
Reduced 23.3%
|