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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
136,217
shares
|
$3.71 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
136,147
shares
|
$3.71 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
135,669
shares
|
$3.7 Million
1.96% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
134,456
shares
|
$3.66 Million
0.7% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
133,839
shares
|
$3.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
133,800
shares
|
$3.64 Million
0.44% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
133,308
shares
|
$3.63 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
132,783
shares
|
$3.62 Million
2.35% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
132,607
shares
|
$3.61 Million
0.45% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
132,216
shares
|
$3.6 Million
5.9% of portfolio
|
Q2 2025
Added 119.99%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
131,452
shares
|
$3.58 Million
1.45% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
131,436
shares
|
$3.58 Million
0.23% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
130,687
shares
|
$3.56 Million
0.04% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
130,638
shares
|
$3.56 Million
2.59% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
130,497
shares
|
$3.55 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
130,374
shares
|
$3.55 Million
0.12% of portfolio
|
Q4 2024
Added 191.03%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
130,351
shares
|
$3.55 Million
0.34% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
130,243
shares
|
$3.55 Million
0.75% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
129,200
shares
|
$3.52 Million
1.07% of portfolio
|
Q2 2023
Reduced 2.69%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
128,715
shares
|
$3.51 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
127,927
shares
|
$3.48 Million
0.39% of portfolio
|
Q1 2025
Added 67.03%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
127,822
shares
|
$3.48 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
127,334
shares
|
$3.47 Million
3.15% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
127,314
shares
|
$3.47 Million
1.59% of portfolio
|
Q2 2025
New holding
|