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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
89,014
shares
|
$2.42 Million
0.12% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
88,935
shares
|
$2.42 Million
0.36% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
88,853
shares
|
$2.42 Million
3.06% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
88,542
shares
|
$2.41 Million
0.49% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
88,531
shares
|
$2.41 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
88,342
shares
|
$2.41 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
87,667
shares
|
$2.39 Million
1.67% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
87,308
shares
|
$2.38 Million
6.16% of portfolio
|
Q2 2025
Reduced 72.08%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
87,219
shares
|
$2.38 Million
2.09% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
87,109
shares
|
$2.37 Million
0.16% of portfolio
|
Q1 2025
Reduced 55.38%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
86,559
shares
|
$2.36 Million
0.5% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
86,214
shares
|
$2.35 Million
0.04% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
85,710
shares
|
$2.33 Million
0.05% of portfolio
|
Q1 2025
Added 241.42%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
85,554
shares
|
$2.33 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
85,219
shares
|
$2.32 Million
0.9% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
84,991
shares
|
$2.32 Million
1.1% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
84,557
shares
|
$2.3 Million
2.32% of portfolio
|
Q1 2025
Reduced 50.41%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
84,403
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
84,203
shares
|
$2.29 Million
1.51% of portfolio
|
Q1 2025
Added 18.94%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
83,871
shares
|
$2.28 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
83,796
shares
|
$2.28 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
83,678
shares
|
$2.28 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
83,441
shares
|
$2.27 Million
0.79% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
83,140
shares
|
$2.26 Million
1.96% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
82,671
shares
|
$2.25 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.17%
|