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 |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
513,149
shares
|
$13.9 Million
2.5% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
512,359
shares
|
$13.9 Million
0.08% of portfolio
|
Q1 2025
Added 42.02%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
511,699
shares
|
$13.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 33.79%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
509,754
shares
|
$13.8 Million
0.63% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
508,509
shares
|
$13.8 Million
1.21% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
504,648
shares
|
$13.7 Million
12.82% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
504,551
shares
|
$13.7 Million
8.63% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
502,937
shares
|
$13.6 Million
0.38% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
500,318
shares
|
$13.6 Million
8.63% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
499,988
shares
|
$13.5 Million
3.85% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
498,855
shares
|
$13.5 Million
0.21% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
498,216
shares
|
$13.5 Million
3.7% of portfolio
|
Q2 2025
Added 31.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
496,545
shares
|
$13.5 Million
1.37% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
495,020
shares
|
$13.4 Million
0.49% of portfolio
|
Q1 2025
Reduced 20.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
491,749
shares
|
$13.3 Million
0.29% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
490,417
shares
|
$13.3 Million
3.28% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
487,551
shares
|
$13.2 Million
2.86% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
485,007
shares
|
$13.1 Million
3.73% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
483,242
shares
|
$13.1 Million
0.17% of portfolio
|
Q1 2025
Added 64.86%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
483,152
shares
|
$13.1 Million
11.08% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
482,929
shares
|
$13.1 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
482,895
shares
|
$13.1 Million
0.62% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
482,234
shares
|
$13.1 Million
4.64% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
478,996
shares
|
$13 Million
6.31% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
478,107
shares
|
$13 Million
4.26% of portfolio
|
Q2 2025
Added 10.27%
|