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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,891,102
shares
|
$160 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,872,993
shares
|
$159 Million
0.55% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,669,012
shares
|
$154 Million
0.22% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,650,775
shares
|
$153 Million
0.63% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,620,573
shares
|
$152 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,566,702
shares
|
$151 Million
0.01% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
5,488,320
shares
|
$149 Million
46.84% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,975,278
shares
|
$135 Million
18.92% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4,560,879
shares
|
$124 Million
9.02% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,483,982
shares
|
$121 Million
0.12% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,388,473
shares
|
$119 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
4,090,737
shares
|
$111 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,799,101
shares
|
$103 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,761,756
shares
|
$102 Million
0.15% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,323,058
shares
|
$90 Million
10.22% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,272,557
shares
|
$88.7 Million
0.47% of portfolio
|
Q1 2025
Reduced 29.94%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,231,634
shares
|
$87.5 Million
3.38% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
2,993,100
shares
|
$81.1 Million
7.73% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,988,956
shares
|
$81 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
2,927,350
shares
|
$79.3 Million
6.89% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Charles Schwab Trust Bank
Henderson, NV |
Apr 29, 2025 Q1 2025 |
2,886,538
shares
|
$78.2 Million
100.0% of portfolio
|
Q1 2025
Reduced 27.03%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
2,881,242
shares
|
$78.1 Million
9.58% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
2,769,066
shares
|
$75 Million
8.19% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,721,229
shares
|
$73.7 Million
1.16% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
2,695,791
shares
|
$73 Million
0.2% of portfolio
|
Q1 2025
Added 7.32%
|