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 |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
82
shares
|
$2,189
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
80
shares
|
$2,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
78
shares
|
$2,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
75
shares
|
$2,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
71
shares
|
$1,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
69
shares
|
$1,842
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
64
shares
|
$1,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
63
shares
|
$1,682
0.0% of portfolio
|
Q1 2025
Reduced 93.05%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
60
shares
|
$1,602
0.0% of portfolio
|
Q3 2024
Reduced 85.88%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
54
shares
|
$1,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$1,281
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
45
shares
|
$1,201
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
45
shares
|
$1,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
44
shares
|
$1,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
41
shares
|
$1,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
36
shares
|
$961
0.0% of portfolio
|
Q4 2024
Added 89.47%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
36
shares
|
$961
0.0% of portfolio
|
Q1 2025
Reduced 96.56%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
35
shares
|
$934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
31
shares
|
$827
0.0% of portfolio
|
Q1 2025
Added 29.17%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
30
shares
|
$801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
29
shares
|
$774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
27
shares
|
$720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
24
shares
|
$640
0.0% of portfolio
|
Q4 2024
Reduced 93.98%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
21
shares
|
$560
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
21
shares
|
$560
0.0% of portfolio
|
Q4 2024
Added 200.0%
|