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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
194
shares
|
$5,179
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
182
shares
|
$4,859
0.01% of portfolio
|
Q3 2024
Reduced 69.87%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
180
shares
|
$4,806
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
174
shares
|
$4,645
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
163
shares
|
$4,352
0.0% of portfolio
|
Q4 2024
Added 79.12%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
153
shares
|
$4,085
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
152
shares
|
$4,058
0.0% of portfolio
|
Q1 2025
Reduced 63.55%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
152
shares
|
$4,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$4,005
0.01% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
149
shares
|
$3,978
0.0% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
147
shares
|
$3,924
0.0% of portfolio
|
Q4 2024
Added 194.0%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
144
shares
|
$3,844
0.0% of portfolio
|
Q4 2024
Reduced 72.68%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
142
shares
|
$3,791
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
141
shares
|
$3,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$3,604
0.0% of portfolio
|
Q1 2024
Reduced 85.36%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
135
shares
|
$3,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$3,551
0.0% of portfolio
|
Q1 2023
Reduced 41.41%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
120
shares
|
$3,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
119
shares
|
$3,177
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
105
shares
|
$2,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
101
shares
|
$2,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
100
shares
|
$2,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$2,509
0.0% of portfolio
|
Q4 2022
Reduced 51.55%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
91
shares
|
$2,429
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
85
shares
|
$2,269
0.0% of portfolio
|
Q4 2024
Added 203.57%
|