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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,469
shares
|
$39,222
0.01% of portfolio
|
Q1 2025
Added 3666.67%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,468
shares
|
$39,195
0.04% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,422
shares
|
$37,967
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,381
shares
|
$36,872
0.02% of portfolio
|
Q1 2025
Added 57.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,350
shares
|
$36,045
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
1,342
shares
|
$35,831
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,339
shares
|
$35,751
0.01% of portfolio
|
Q4 2024
Added 169.96%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
1,316
shares
|
$35,137
0.03% of portfolio
|
Q1 2025
Reduced 33.89%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,276
shares
|
$34,069
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
1,245
shares
|
$33,241
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,235
shares
|
$32,974
0.02% of portfolio
|
Q4 2024
Reduced 98.87%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
1,219
shares
|
$32,547
0.02% of portfolio
|
Q1 2025
Reduced 62.08%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,218
shares
|
$32,520
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,192
shares
|
$31,826
0.03% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,158
shares
|
$30,918
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,142
shares
|
$30,491
0.06% of portfolio
|
Q2 2022
Reduced 90.31%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,089
shares
|
$29,076
0.01% of portfolio
|
Q1 2025
Reduced 31.29%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,078
shares
|
$28,782
0.02% of portfolio
|
Q4 2024
Added 184.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,058
shares
|
$28,248
0.0% of portfolio
|
Q1 2025
Added 22.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,050
shares
|
$28,035
0.01% of portfolio
|
Q1 2025
Reduced 64.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
1,041
shares
|
$27,794
0.0% of portfolio
|
Q4 2024
Added 294.32%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$26,700
0.01% of portfolio
|
Q3 2021
Reduced 18.63%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
990
shares
|
$26,433
0.01% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
975
shares
|
$26,032
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
966
shares
|
$25,792
0.02% of portfolio
|
Q4 2024
New holding
|