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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
25,270
shares
|
$688,354
0.1% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
25,211
shares
|
$686,747
0.03% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
25,162
shares
|
$685,412
0.44% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
25,038
shares
|
$682,035
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,019
shares
|
$681,517
0.0% of portfolio
|
Q1 2025
Reduced 73.87%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
24,980
shares
|
$680,455
0.3% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
24,947
shares
|
$679,556
0.13% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
24,947
shares
|
$679,556
0.28% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
24,824
shares
|
$676,205
0.03% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
24,823
shares
|
$676,178
0.1% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
24,804
shares
|
$675,660
0.54% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
24,739
shares
|
$673,890
0.69% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
24,718
shares
|
$673,318
0.05% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
24,696
shares
|
$672,719
0.03% of portfolio
|
Q4 2024
Added 189.11%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
24,657
shares
|
$671,656
0.25% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
24,561
shares
|
$669,041
0.78% of portfolio
|
Q1 2025
Added 23.76%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
24,490
shares
|
$667,107
0.17% of portfolio
|
Q2 2025
Added 471.53%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
24,433
shares
|
$665,554
0.58% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
24,417
shares
|
$665,119
0.06% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
24,379
shares
|
$664,083
0.06% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
24,379
shares
|
$664,083
0.9% of portfolio
|
Q1 2025
Reduced 91.67%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
24,319
shares
|
$662,449
0.05% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
24,280
shares
|
$661,387
0.2% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
24,258
shares
|
$660,787
0.27% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
24,245
shares
|
$660,433
0.05% of portfolio
|
Q1 2025
Reduced 7.06%
|