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 |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
476,722
shares
|
$12.9 Million
6.99% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
475,536
shares
|
$12.9 Million
0.03% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
473,201
shares
|
$12.8 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
472,885
shares
|
$12.8 Million
7.82% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
471,675
shares
|
$12.8 Million
0.82% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
469,442
shares
|
$12.7 Million
3.86% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
468,068
shares
|
$12.7 Million
1.57% of portfolio
|
Q1 2025
Added 65.9%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
466,663
shares
|
$12.6 Million
3.86% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
465,380
shares
|
$12.6 Million
2.35% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
465,162
shares
|
$12.6 Million
0.18% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
465,015
shares
|
$12.6 Million
8.43% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
450,103
shares
|
$12.2 Million
8.49% of portfolio
|
Q2 2022
Added 213.5%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
448,888
shares
|
$12.2 Million
6.71% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
446,381
shares
|
$12.1 Million
0.3% of portfolio
|
Q1 2025
Added 138.41%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
444,626
shares
|
$12 Million
2.61% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
443,335
shares
|
$12 Million
5.15% of portfolio
|
Q1 2025
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
441,833
shares
|
$12 Million
1.57% of portfolio
|
Q1 2025
Added 35.04%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
441,394
shares
|
$12 Million
3.15% of portfolio
|
Q4 2024
Added 234.4%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
438,761
shares
|
$11.9 Million
0.25% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
431,092
shares
|
$11.7 Million
0.13% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
430,270
shares
|
$11.7 Million
7.03% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
428,548
shares
|
$11.6 Million
4.07% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
426,503
shares
|
$11.6 Million
5.37% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
424,709
shares
|
$11.5 Million
0.41% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
423,540
shares
|
$11.5 Million
4.77% of portfolio
|
Q1 2025
Added 1.66%
|