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 |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
420,582
shares
|
$11.4 Million
0.98% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
417,238
shares
|
$11.3 Million
17.59% of portfolio
|
Q1 2025
Reduced 53.74%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
416,172
shares
|
$11.3 Million
4.86% of portfolio
|
Q1 2025
Added 66.92%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
414,778
shares
|
$11.2 Million
5.2% of portfolio
|
Q1 2025
Added 70.17%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
413,874
shares
|
$11.2 Million
20.21% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
413,685
shares
|
$11.2 Million
4.49% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
412,070
shares
|
$11.2 Million
8.78% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
411,884
shares
|
$11.2 Million
0.61% of portfolio
|
Q1 2025
Added 1464.08%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
411,302
shares
|
$11.1 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
404,462
shares
|
$11 Million
1.45% of portfolio
|
Q2 2025
Added 83.39%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
402,732
shares
|
$10.9 Million
0.82% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
401,443
shares
|
$10.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
399,845
shares
|
$10.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
398,881
shares
|
$10.8 Million
1.5% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
396,483
shares
|
$10.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 96.56%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
394,853
shares
|
$10.7 Million
2.96% of portfolio
|
Q2 2025
Added 64.11%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
393,459
shares
|
$10.7 Million
4.19% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
389,231
shares
|
$10.5 Million
0.31% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
388,924
shares
|
$10.5 Million
0.48% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
384,554
shares
|
$10.4 Million
6.68% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
377,641
shares
|
$10.2 Million
4.75% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
377,387
shares
|
$10.2 Million
5.18% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
376,406
shares
|
$10.2 Million
4.75% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
373,878
shares
|
$10.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
370,610
shares
|
$10 Million
6.82% of portfolio
|
Q2 2022
Added 1.18%
|