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 |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
370,061
shares
|
$10 Million
10.2% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
369,541
shares
|
$10 Million
2.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
364,231
shares
|
$9.87 Million
6.25% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
364,131
shares
|
$9.86 Million
12.41% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
362,097
shares
|
$9.81 Million
4.94% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
361,853
shares
|
$9.8 Million
3.42% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
361,781
shares
|
$9.8 Million
0.06% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
360,170
shares
|
$9.76 Million
1.2% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
359,978
shares
|
$9.75 Million
1.87% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
357,292
shares
|
$9.68 Million
7.34% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
357,030
shares
|
$9.67 Million
3.28% of portfolio
|
Q2 2025
Reduced 30.35%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
355,019
shares
|
$9.62 Million
4.54% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
354,604
shares
|
$9.61 Million
0.14% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
354,221
shares
|
$9.6 Million
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
354,125
shares
|
$9.59 Million
1.98% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
352,689
shares
|
$9.55 Million
4.25% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
352,222
shares
|
$9.54 Million
0.74% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
349,872
shares
|
$9.48 Million
0.33% of portfolio
|
Q1 2025
Added 283.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
348,968
shares
|
$9.45 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
348,439
shares
|
$9.44 Million
7.38% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
348,090
shares
|
$9.43 Million
0.21% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
347,595
shares
|
$9.42 Million
0.29% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
346,649
shares
|
$9.39 Million
0.22% of portfolio
|
Q1 2025
Added 44.1%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
346,363
shares
|
$9.38 Million
2.03% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
346,028
shares
|
$9.37 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.81%
|