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 |
|---|---|---|---|---|---|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
96,113
shares
|
$2.62 Million
1.88% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
95,852
shares
|
$2.61 Million
0.66% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
95,617
shares
|
$2.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
95,461
shares
|
$2.6 Million
0.57% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
95,403
shares
|
$2.6 Million
1.15% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
95,359
shares
|
$2.6 Million
1.1% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
95,274
shares
|
$2.6 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
94,797
shares
|
$2.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
94,374
shares
|
$2.57 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
94,333
shares
|
$2.57 Million
0.91% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
94,194
shares
|
$2.57 Million
1.09% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
93,510
shares
|
$2.55 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
93,124
shares
|
$2.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
93,008
shares
|
$2.53 Million
0.12% of portfolio
|
Q4 2024
Added 186.07%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
92,375
shares
|
$2.52 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
92,013
shares
|
$2.51 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
91,554
shares
|
$2.49 Million
0.83% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
90,863
shares
|
$2.48 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
90,668
shares
|
$2.47 Million
3.91% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
90,297
shares
|
$2.46 Million
0.03% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
89,993
shares
|
$2.45 Million
0.82% of portfolio
|
Q4 2024
Added 234.37%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
89,920
shares
|
$2.45 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
89,882
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
89,851
shares
|
$2.45 Million
0.41% of portfolio
|
Q1 2025
Added 38.59%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
89,070
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.71%
|