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 |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
185,079
shares
|
$5.01 Million
2.35% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
184,748
shares
|
$5 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
183,904
shares
|
$4.98 Million
3.05% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
182,728
shares
|
$4.95 Million
2.19% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
182,657
shares
|
$4.95 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
182,642
shares
|
$4.95 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
182,228
shares
|
$4.94 Million
4.48% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
181,462
shares
|
$4.92 Million
0.45% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
180,071
shares
|
$4.88 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
180,008
shares
|
$4.88 Million
4.7% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
179,850
shares
|
$4.87 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
179,623
shares
|
$4.87 Million
0.09% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
179,469
shares
|
$4.86 Million
1.14% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
178,805
shares
|
$4.84 Million
25.13% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
178,692
shares
|
$4.84 Million
0.48% of portfolio
|
Q1 2025
Added 38.81%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
178,228
shares
|
$4.83 Million
4.43% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
177,399
shares
|
$4.81 Million
0.22% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2025 Q1 2025 |
177,000
shares
|
$4.79 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
176,915
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
176,188
shares
|
$4.77 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
176,182
shares
|
$4.77 Million
0.2% of portfolio
|
Q1 2025
Added 111.98%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
176,019
shares
|
$4.77 Million
2.31% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
175,192
shares
|
$4.75 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
175,114
shares
|
$4.74 Million
0.51% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
173,923
shares
|
$4.71 Million
4.53% of portfolio
|
Q1 2025
Reduced 12.74%
|