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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
15
shares
|
$400
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$213
0.0% of portfolio
|
Q2 2022
Reduced 94.2%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
7
shares
|
$186
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
4
shares
|
$106
0.05% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
2
shares
|
$53
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
1
shares
|
$26
4.09% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|