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 |
|---|---|---|---|---|---|
|
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
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
101,882
shares
|
$2.78 Million
0.54% of portfolio
|
Q1 2025
Added 70.53%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
101,660
shares
|
$2.77 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
101,641
shares
|
$2.77 Million
0.13% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
101,487
shares
|
$2.76 Million
2.85% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
101,316
shares
|
$2.76 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
101,303
shares
|
$2.76 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
101,142
shares
|
$2.76 Million
0.54% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
100,908
shares
|
$2.75 Million
2.16% of portfolio
|
Q1 2025
Added 205.69%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
100,193
shares
|
$2.73 Million
4.19% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
100,144
shares
|
$2.73 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
100,023
shares
|
$2.72 Million
1.77% of portfolio
|
Q4 2022
Added 13.77%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
99,273
shares
|
$2.7 Million
0.02% of portfolio
|
Q4 2024
Added 183.38%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
99,255
shares
|
$2.7 Million
1.95% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
98,986
shares
|
$2.7 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
98,738
shares
|
$2.69 Million
1.23% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
98,668
shares
|
$2.69 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
98,220
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
97,959
shares
|
$2.67 Million
2.15% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
97,716
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
97,224
shares
|
$2.65 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
96,300
shares
|
$2.62 Million
5.74% of portfolio
|
Q4 2023
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
96,186
shares
|
$2.62 Million
1.3% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
96,171
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.99%
|