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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
779,311
shares
|
$20.8 Million
2.09% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Financial Consulate, Inc
|
Apr 25, 2025 Q1 2025 |
779,049
shares
|
$20.8 Million
5.75% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
772,812
shares
|
$20.6 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
770,213
shares
|
$20.6 Million
17.03% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
754,537
shares
|
$20.1 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
747,731
shares
|
$20 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
746,769
shares
|
$19.9 Million
7.28% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
740,236
shares
|
$19.8 Million
0.79% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
736,879
shares
|
$19.7 Million
5.13% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
735,185
shares
|
$19.6 Million
0.52% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
732,531
shares
|
$19.6 Million
4.79% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
731,407
shares
|
$19.5 Million
10.81% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
713,093
shares
|
$19 Million
6.64% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
712,370
shares
|
$19 Million
1.15% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
707,556
shares
|
$18.9 Million
1.01% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
707,410
shares
|
$18.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
702,288
shares
|
$18.8 Million
13.95% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
700,385
shares
|
$18.7 Million
0.5% of portfolio
|
Q1 2025
Added 41.82%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
697,533
shares
|
$18.6 Million
14.79% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
696,932
shares
|
$18.6 Million
4.54% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
689,679
shares
|
$18.4 Million
11.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
689,244
shares
|
$18.4 Million
2.97% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Schaeffer Financial LLC
|
May 07, 2025 Q1 2025 |
688,852
shares
|
$18.4 Million
21.26% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
680,620
shares
|
$18.2 Million
9.02% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
668,762
shares
|
$17.9 Million
1.77% of portfolio
|
Q1 2025
Reduced 35.84%
|