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 2,001 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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
145,852
shares
|
$3.97 Million
0.2% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
145,849
shares
|
$3.97 Million
0.01% of portfolio
|
Q1 2025
Added 49.83%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
145,472
shares
|
$3.96 Million
2.53% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
144,688
shares
|
$3.94 Million
1.87% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
143,784
shares
|
$3.92 Million
2.42% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
143,287
shares
|
$3.9 Million
2.76% of portfolio
|
Q2 2025
Reduced 79.46%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
143,110
shares
|
$3.9 Million
3.75% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
143,050
shares
|
$3.9 Million
0.41% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
142,984
shares
|
$3.89 Million
3.23% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
142,657
shares
|
$3.89 Million
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
142,530
shares
|
$3.88 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
142,221
shares
|
$3.87 Million
2.05% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
142,191
shares
|
$3.87 Million
0.37% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
142,106
shares
|
$3.87 Million
1.14% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
141,025
shares
|
$3.84 Million
0.39% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
140,016
shares
|
$3.81 Million
1.77% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
139,747
shares
|
$3.81 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
139,723
shares
|
$3.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
139,550
shares
|
$3.8 Million
1.7% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
139,334
shares
|
$3.8 Million
0.61% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
138,690
shares
|
$3.78 Million
0.6% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
138,285
shares
|
$3.77 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
137,169
shares
|
$3.74 Million
1.37% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
136,880
shares
|
$3.73 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
136,376
shares
|
$3.71 Million
2.88% of portfolio
|
Q2 2024
Reduced 1.56%
|