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 |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
956
shares
|
$25,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
887
shares
|
$23,682
0.01% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
875
shares
|
$23,362
0.04% of portfolio
|
Q4 2023
Reduced 14.13%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
830
shares
|
$22,161
0.01% of portfolio
|
Q1 2025
Added 41400.0%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
815
shares
|
$21,760
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
812
shares
|
$21,680
0.0% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
810
shares
|
$21,627
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
804
shares
|
$21,466
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
757
shares
|
$20,211
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
748
shares
|
$19,971
0.01% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
740
shares
|
$19,758
0.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$18,690
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
663
shares
|
$17,702
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
660
shares
|
$17,622
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
650
shares
|
$17,355
0.01% of portfolio
|
Q4 2024
Added 1200.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,088
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,088
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
634
shares
|
$16,927
0.0% of portfolio
|
Q1 2025
Added 21.92%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
630
shares
|
$16,821
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
620
shares
|
$16,554
0.0% of portfolio
|
Q1 2025
Reduced 24.85%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
614
shares
|
$16,393
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
600
shares
|
$16,020
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
591
shares
|
$15,779
0.0% of portfolio
|
Q4 2024
Added 1341.46%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
567
shares
|
$15,138
0.02% of portfolio
|
Q4 2024
Reduced 64.2%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
542
shares
|
$14,471
0.01% of portfolio
|
Q1 2025
New holding
|