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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
203,201
shares
|
$5.5 Million
1.07% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
203,110
shares
|
$5.5 Million
0.33% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
203,049
shares
|
$5.5 Million
2.37% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
202,902
shares
|
$5.5 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
202,204
shares
|
$5.48 Million
0.97% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200,008
shares
|
$5.42 Million
0.56% of portfolio
|
Q2 2020
Added 0.23%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
199,878
shares
|
$5.41 Million
5.71% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
199,211
shares
|
$5.4 Million
0.38% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
198,691
shares
|
$5.38 Million
2.82% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
197,805
shares
|
$5.36 Million
0.98% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
197,374
shares
|
$5.35 Million
0.01% of portfolio
|
Q1 2025
Added 92.71%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
196,010
shares
|
$5.31 Million
1.84% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
195,590
shares
|
$5.3 Million
2.78% of portfolio
|
Q4 2024
Added 202.79%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
195,256
shares
|
$5.29 Million
1.88% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
195,218
shares
|
$5.29 Million
0.02% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
194,496
shares
|
$5.27 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
194,197
shares
|
$5.26 Million
1.49% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
193,242
shares
|
$5.23 Million
5.05% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
193,238
shares
|
$5.23 Million
0.18% of portfolio
|
Q4 2024
Added 198.2%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
192,581
shares
|
$5.22 Million
0.3% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
192,133
shares
|
$5.2 Million
0.07% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
191,575
shares
|
$5.19 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
190,903
shares
|
$5.17 Million
3.31% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
189,094
shares
|
$5.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
186,362
shares
|
$5.05 Million
2.18% of portfolio
|
Q1 2025
Added 1.27%
|