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 |
|---|---|---|---|---|---|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
159,612
shares
|
$4.35 Million
3.78% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
159,027
shares
|
$4.33 Million
0.14% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
158,237
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2025
Added 403.59%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
157,990
shares
|
$4.3 Million
2.25% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
157,347
shares
|
$4.29 Million
0.35% of portfolio
|
Q1 2025
Reduced 24.3%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
157,121
shares
|
$4.28 Million
2.1% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
155,613
shares
|
$4.24 Million
0.85% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
154,670
shares
|
$4.21 Million
1.29% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
154,619
shares
|
$4.21 Million
1.02% of portfolio
|
Q1 2025
Added 1252.98%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
154,224
shares
|
$4.2 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
154,097
shares
|
$4.2 Million
0.78% of portfolio
|
Q4 2024
Added 204.4%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
153,253
shares
|
$4.17 Million
2.89% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
152,193
shares
|
$4.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 22.43%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
152,100
shares
|
$4.14 Million
2.1% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
150,950
shares
|
$4.11 Million
0.69% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
150,916
shares
|
$4.11 Million
1.47% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
149,732
shares
|
$4.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
149,416
shares
|
$4.07 Million
0.46% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
148,647
shares
|
$4.05 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
148,141
shares
|
$4.04 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
147,985
shares
|
$4.03 Million
1.02% of portfolio
|
Q2 2025
Added 306.07%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
147,536
shares
|
$4.02 Million
1.58% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
147,265
shares
|
$4.01 Million
1.51% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
147,257
shares
|
$4.01 Million
2.26% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
146,328
shares
|
$3.99 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.28%
|