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 2,007 institutions that hold shares in the stock, with a total of 916 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
573,930
shares
|
$15.5 Million
2.24% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
571,440
shares
|
$15.5 Million
0.53% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
569,755
shares
|
$15.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
569,402
shares
|
$15.4 Million
1.82% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
562,042
shares
|
$15.2 Million
6.0% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
560,252
shares
|
$15.2 Million
3.56% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
558,352
shares
|
$15.1 Million
9.5% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
557,803
shares
|
$15.1 Million
6.57% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
551,977
shares
|
$15 Million
8.62% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
550,987
shares
|
$14.9 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
547,828
shares
|
$14.8 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
547,465
shares
|
$14.8 Million
1.27% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
546,435
shares
|
$14.8 Million
0.52% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
540,343
shares
|
$14.6 Million
5.43% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
538,426
shares
|
$14.6 Million
0.23% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
537,919
shares
|
$14.6 Million
8.45% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
534,750
shares
|
$14.5 Million
0.3% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
526,695
shares
|
$14.3 Million
0.48% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
523,893
shares
|
$14.2 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
521,382
shares
|
$14.1 Million
6.33% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
519,414
shares
|
$14.1 Million
0.62% of portfolio
|
Q1 2025
Added 558409.69%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
518,741
shares
|
$14.1 Million
4.01% of portfolio
|
Q2 2025
Added 17.63%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
515,904
shares
|
$14 Million
7.19% of portfolio
|
Q2 2025
Added 30.02%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
515,618
shares
|
$14 Million
1.07% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
515,570
shares
|
$14 Million
2.2% of portfolio
|
Q1 2025
Added 8.02%
|