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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
659,633
shares
|
$17.6 Million
0.13% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
659,553
shares
|
$17.6 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
651,139
shares
|
$17.4 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
643,093
shares
|
$17.2 Million
0.35% of portfolio
|
Q1 2025
Added 349.93%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
641,941
shares
|
$17.1 Million
1.82% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
633,985
shares
|
$16.9 Million
7.34% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
626,487
shares
|
$16.7 Million
0.4% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
622,799
shares
|
$16.6 Million
7.78% of portfolio
|
Q1 2025
Added 56.93%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
616,111
shares
|
$16.5 Million
6.78% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
613,892
shares
|
$16.4 Million
0.49% of portfolio
|
Q4 2024
Added 197.04%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
610,500
shares
|
$16.3 Million
2.08% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
602,151
shares
|
$16.1 Million
4.41% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
599,461
shares
|
$16 Million
7.61% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
599,389
shares
|
$16 Million
0.01% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
599,235
shares
|
$16 Million
2.87% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
595,077
shares
|
$15.9 Million
3.79% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
594,173
shares
|
$15.9 Million
7.79% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
593,002
shares
|
$15.8 Million
2.27% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
592,953
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2025
Added 35.63%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
592,085
shares
|
$15.8 Million
2.24% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
589,033
shares
|
$15.7 Million
8.24% of portfolio
|
Q4 2024
Added 198.0%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
586,751
shares
|
$15.7 Million
3.91% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
586,698
shares
|
$15.7 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
582,700
shares
|
$15.6 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
576,519
shares
|
$15.4 Million
4.48% of portfolio
|
Q1 2025
Reduced 15.07%
|