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 2,003 institutions that hold shares in the stock, with a total of 914 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 |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
118,159
shares
|
$3.22 Million
0.64% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
118,105
shares
|
$3.22 Million
2.69% of portfolio
|
Q1 2025
Added 179.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
117,670
shares
|
$3.21 Million
0.12% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
117,166
shares
|
$3.19 Million
0.21% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
116,933
shares
|
$3.19 Million
2.68% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
116,401
shares
|
$3.17 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
116,257
shares
|
$3.17 Million
1.98% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
116,195
shares
|
$3.17 Million
3.23% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
115,721
shares
|
$3.15 Million
1.27% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
114,917
shares
|
$3.13 Million
1.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
114,537
shares
|
$3.12 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
113,960
shares
|
$3.1 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
113,851
shares
|
$3.1 Million
4.35% of portfolio
|
Q2 2025
Added 231.31%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
113,783
shares
|
$3.1 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
113,079
shares
|
$3.08 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
113,002
shares
|
$3.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
112,932
shares
|
$3.08 Million
1.47% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
112,837
shares
|
$3.07 Million
0.34% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
112,482
shares
|
$3.06 Million
0.2% of portfolio
|
Q1 2025
Added 125.72%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
112,330
shares
|
$3.06 Million
0.27% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
112,319
shares
|
$3.06 Million
0.11% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
111,830
shares
|
$3.05 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
111,647
shares
|
$3.04 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
111,533
shares
|
$3.04 Million
0.78% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111,521
shares
|
$3.04 Million
3.35% of portfolio
|
Q1 2024
Added 2.34%
|