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 |
|---|---|---|---|---|---|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
127,115
shares
|
$3.46 Million
2.14% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
126,532
shares
|
$3.45 Million
0.46% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
126,430
shares
|
$3.44 Million
0.96% of portfolio
|
Q1 2025
Added 50.64%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
126,210
shares
|
$3.44 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
125,626
shares
|
$3.42 Million
2.04% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
125,374
shares
|
$3.42 Million
6.82% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
124,812
shares
|
$3.4 Million
2.44% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
123,593
shares
|
$3.37 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
123,534
shares
|
$3.37 Million
0.57% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
123,380
shares
|
$3.36 Million
0.56% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
123,002
shares
|
$3.35 Million
1.17% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
122,486
shares
|
$3.34 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
122,334
shares
|
$3.33 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
122,266
shares
|
$3.33 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
121,867
shares
|
$3.32 Million
1.46% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
121,793
shares
|
$3.32 Million
1.27% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
121,626
shares
|
$3.31 Million
0.24% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
121,345
shares
|
$3.31 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
121,338
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
121,238
shares
|
$3.3 Million
6.19% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
120,051
shares
|
$3.27 Million
2.3% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
118,648
shares
|
$3.23 Million
0.25% of portfolio
|
Q2 2025
Reduced 49.04%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
118,621
shares
|
$3.23 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
118,494
shares
|
$3.23 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
118,469
shares
|
$3.23 Million
1.92% of portfolio
|
Q2 2025
Added 1.99%
|