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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
345,337
shares
|
$9.36 Million
2.42% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
345,130
shares
|
$9.35 Million
2.81% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
345,045
shares
|
$9.35 Million
4.99% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
343,640
shares
|
$9.31 Million
0.19% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
343,446
shares
|
$9.3 Million
1.48% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
342,659
shares
|
$9.28 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
341,117
shares
|
$9.24 Million
8.17% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
340,661
shares
|
$9.23 Million
6.13% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
340,468
shares
|
$9.22 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
339,972
shares
|
$9.21 Million
1.23% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
338,604
shares
|
$9.17 Million
8.59% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
336,895
shares
|
$9.13 Million
3.72% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
332,619
shares
|
$9.01 Million
0.66% of portfolio
|
Q2 2025
Reduced 34.51%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
331,969
shares
|
$8.99 Million
0.48% of portfolio
|
Q4 2024
Added 201.05%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
327,062
shares
|
$8.86 Million
1.19% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
325,000
shares
|
$8.8 Million
2.81% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
324,958
shares
|
$8.8 Million
2.95% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
323,463
shares
|
$8.76 Million
1.38% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
323,327
shares
|
$8.76 Million
2.55% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
322,668
shares
|
$8.74 Million
3.58% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
321,146
shares
|
$8.7 Million
7.57% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
320,282
shares
|
$8.68 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
318,257
shares
|
$8.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
317,820
shares
|
$8.61 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
317,087
shares
|
$8.59 Million
3.8% of portfolio
|
Q1 2025
Added 118.14%
|