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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
289,923
shares
|
$7.85 Million
0.27% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
287,060
shares
|
$7.78 Million
0.12% of portfolio
|
Q1 2025
Added 5693.34%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
286,478
shares
|
$7.76 Million
4.79% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
285,502
shares
|
$7.73 Million
0.25% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
283,701
shares
|
$7.69 Million
0.08% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
283,566
shares
|
$7.68 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
283,444
shares
|
$7.68 Million
0.13% of portfolio
|
Q2 2023
Reduced 77.36%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
282,070
shares
|
$7.64 Million
5.05% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
281,347
shares
|
$7.62 Million
1.88% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
279,479
shares
|
$7.57 Million
5.28% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
277,390
shares
|
$7.51 Million
0.12% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
276,200
shares
|
$7.48 Million
1.08% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
276,133
shares
|
$7.48 Million
1.23% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
275,281
shares
|
$7.46 Million
6.33% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
271,598
shares
|
$7.36 Million
2.88% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
270,550
shares
|
$7.33 Million
0.37% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
270,502
shares
|
$7.33 Million
0.09% of portfolio
|
Q1 2025
Added 89.79%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
270,113
shares
|
$7.32 Million
1.03% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
269,941
shares
|
$7.31 Million
4.75% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
269,747
shares
|
$7.31 Million
0.25% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
268,422
shares
|
$7.27 Million
0.08% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
266,385
shares
|
$7.22 Million
1.02% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
266,094
shares
|
$7.21 Million
2.65% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
262,681
shares
|
$7.12 Million
5.94% of portfolio
|
Q1 2025
Added 58.99%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
261,329
shares
|
$7.08 Million
2.26% of portfolio
|
Q1 2025
Added 9.07%
|