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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
316,939
shares
|
$8.59 Million
0.69% of portfolio
|
Q1 2025
Added 369.87%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
316,917
shares
|
$8.59 Million
0.58% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
313,669
shares
|
$8.5 Million
3.63% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
310,972
shares
|
$8.42 Million
1.39% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
310,099
shares
|
$8.4 Million
1.38% of portfolio
|
Q2 2025
Reduced 84.67%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
309,762
shares
|
$8.39 Million
1.77% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
309,139
shares
|
$8.37 Million
0.0% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
308,291
shares
|
$8.35 Million
0.72% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
303,551
shares
|
$8.22 Million
2.65% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
303,171
shares
|
$8.21 Million
1.56% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
302,698
shares
|
$8.2 Million
3.74% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
302,099
shares
|
$8.18 Million
3.99% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
302,057
shares
|
$8.18 Million
3.71% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
301,780
shares
|
$8.18 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
301,489
shares
|
$8.17 Million
1.56% of portfolio
|
Q1 2025
Added 332.77%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
300,053
shares
|
$8.13 Million
2.61% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
299,268
shares
|
$8.11 Million
3.04% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
295,635
shares
|
$8.01 Million
3.79% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
292,747
shares
|
$7.93 Million
5.38% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
292,611
shares
|
$7.93 Million
3.91% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
292,588
shares
|
$7.93 Million
6.52% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
291,927
shares
|
$7.91 Million
0.32% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
291,646
shares
|
$7.9 Million
5.86% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
290,762
shares
|
$7.88 Million
0.93% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
290,349
shares
|
$7.87 Million
2.89% of portfolio
|
Q2 2025
Added 0.2%
|