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 |
|---|---|---|---|---|---|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
529
shares
|
$14,124
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
526
shares
|
$14,044
0.0% of portfolio
|
Q4 2024
Added 198.86%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
513
shares
|
$13,697
0.02% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
474
shares
|
$12,655
0.0% of portfolio
|
Q4 2024
Reduced 50.52%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
450
shares
|
$12,015
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
450
shares
|
$12,015
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
447
shares
|
$11,934
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
442
shares
|
$11,801
0.05% of portfolio
|
Q3 2022
Added 320.95%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
440
shares
|
$11,748
0.0% of portfolio
|
Q1 2025
Reduced 89.6%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
426
shares
|
$11,374
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
417
shares
|
$11,133
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
416
shares
|
$11,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
395
shares
|
$10,546
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
375
shares
|
$10,012
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
336
shares
|
$8,971
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
326
shares
|
$8,704
0.0% of portfolio
|
Q1 2025
Added 44.89%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
306
shares
|
$8,170
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
300
shares
|
$8,010
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
300
shares
|
$8,010
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
295
shares
|
$7,876
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
294
shares
|
$7,849
0.01% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
270
shares
|
$7,209
0.0% of portfolio
|
Q4 2024
Added 462.5%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
245
shares
|
$6,541
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
212
shares
|
$5,660
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
197
shares
|
$5,259
0.0% of portfolio
|
Q1 2025
Reduced 48.56%
|