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 2,004 institutions that hold shares in the stock, with a total of 919 Million shares, which have been reported (via 13F filing form) to have a value of $25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
220,012
shares
|
$5.99 Million
54.39% of portfolio
|
Q3 2023
Added 1790.14%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
219,320
shares
|
$5.97 Million
3.53% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
218,814
shares
|
$5.96 Million
0.66% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
216,412
shares
|
$5.9 Million
1.95% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
215,808
shares
|
$5.88 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
213,825
shares
|
$5.82 Million
2.96% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
213,690
shares
|
$5.82 Million
3.91% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
213,422
shares
|
$5.81 Million
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
212,710
shares
|
$5.79 Million
0.33% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
212,686
shares
|
$5.79 Million
1.76% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
212,553
shares
|
$5.79 Million
0.77% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
212,009
shares
|
$5.78 Million
4.65% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
211,613
shares
|
$5.76 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
209,767
shares
|
$5.71 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
208,941
shares
|
$5.69 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
208,100
shares
|
$5.67 Million
1.52% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
208,100
shares
|
$5.67 Million
1.08% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
207,441
shares
|
$5.65 Million
1.4% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
207,390
shares
|
$5.65 Million
3.07% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
206,721
shares
|
$5.63 Million
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
204,505
shares
|
$5.57 Million
5.86% of portfolio
|
Q1 2025
Added 310.73%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
204,016
shares
|
$5.56 Million
1.18% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
203,623
shares
|
$5.55 Million
1.6% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
203,488
shares
|
$5.54 Million
2.74% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
203,201
shares
|
$5.54 Million
1.07% of portfolio
|
Q1 2025
Added 2.54%
|