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 2,005 institutions that hold shares in the stock, with a total of 915 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 |
|---|---|---|---|---|---|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
241,251
shares
|
$6.54 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
239,323
shares
|
$6.48 Million
14.12% of portfolio
|
Q3 2023
Added 4.59%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
239,118
shares
|
$6.48 Million
0.22% of portfolio
|
Q1 2024
Added 10.1%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
239,114
shares
|
$6.48 Million
3.13% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
238,752
shares
|
$6.47 Million
0.18% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
238,062
shares
|
$6.45 Million
5.27% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
236,606
shares
|
$6.41 Million
4.59% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
236,527
shares
|
$6.41 Million
2.13% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
235,253
shares
|
$6.37 Million
0.04% of portfolio
|
Q1 2025
Added 409.07%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
234,460
shares
|
$6.35 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
234,041
shares
|
$6.34 Million
4.79% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
232,917
shares
|
$6.31 Million
4.92% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
232,486
shares
|
$6.3 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
231,786
shares
|
$6.28 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
231,082
shares
|
$6.26 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
230,786
shares
|
$6.25 Million
13.46% of portfolio
|
Q2 2022
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
229,053
shares
|
$6.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
228,501
shares
|
$6.19 Million
5.16% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
228,464
shares
|
$6.19 Million
4.4% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
227,447
shares
|
$6.16 Million
3.47% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
224,357
shares
|
$6.08 Million
0.05% of portfolio
|
Q1 2025
Added 214.35%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
223,200
shares
|
$6.05 Million
2.61% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
221,584
shares
|
$6 Million
3.56% of portfolio
|
Q1 2025
Added 75.44%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
221,494
shares
|
$6 Million
0.07% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
221,409
shares
|
$6 Million
2.62% of portfolio
|
Q2 2025
Reduced 2.49%
|