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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
110,989
shares
|
$3.02 Million
2.25% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
110,211
shares
|
$3 Million
1.9% of portfolio
|
Q1 2025
Added 20.44%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
109,340
shares
|
$2.98 Million
0.19% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
108,921
shares
|
$2.97 Million
2.48% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
108,848
shares
|
$2.97 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
108,333
shares
|
$2.95 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
108,137
shares
|
$2.95 Million
0.12% of portfolio
|
Q1 2025
Reduced 42.84%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
107,785
shares
|
$2.94 Million
0.79% of portfolio
|
Q1 2025
Added 240.91%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
106,425
shares
|
$2.9 Million
0.59% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
106,037
shares
|
$2.89 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
106,004
shares
|
$2.89 Million
1.01% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
105,676
shares
|
$2.88 Million
1.32% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
105,276
shares
|
$2.87 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
105,105
shares
|
$2.86 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
105,021
shares
|
$2.86 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
104,885
shares
|
$2.86 Million
2.12% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
104,646
shares
|
$2.85 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
104,581
shares
|
$2.85 Million
2.12% of portfolio
|
Q1 2025
Added 4560.47%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
104,342
shares
|
$2.84 Million
1.53% of portfolio
|
Q4 2024
Added 195.0%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
104,025
shares
|
$2.83 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
103,518
shares
|
$2.82 Million
1.41% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
103,213
shares
|
$2.81 Million
1.28% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
103,014
shares
|
$2.81 Million
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
102,908
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
102,452
shares
|
$2.79 Million
2.18% of portfolio
|
Q4 2024
New holding
|