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 2,007 institutions that hold shares in the stock, with a total of 916 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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
1,319,531
shares
|
$35.7 Million
3.25% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,308,070
shares
|
$35.4 Million
0.42% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,290,814
shares
|
$35 Million
2.56% of portfolio
|
Q3 2022
Added 1379.87%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,281,631
shares
|
$34.7 Million
0.1% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
1,280,082
shares
|
$34.7 Million
15.45% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
1,273,322
shares
|
$34.5 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
1,270,714
shares
|
$34.4 Million
8.11% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
1,269,979
shares
|
$34.4 Million
9.78% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
1,266,531
shares
|
$34.3 Million
12.79% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,258,786
shares
|
$34.1 Million
3.6% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,244,744
shares
|
$33.7 Million
0.09% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
1,222,824
shares
|
$33.1 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,209,629
shares
|
$32.8 Million
11.87% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,207,941
shares
|
$32.7 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
1,204,461
shares
|
$32.6 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
1,198,977
shares
|
$32.5 Million
5.24% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
1,187,512
shares
|
$32.2 Million
2.61% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,186,861
shares
|
$32.2 Million
1.92% of portfolio
|
Q1 2025
Added 34.67%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
1,185,871
shares
|
$32.1 Million
4.19% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,142,979
shares
|
$31 Million
0.53% of portfolio
|
Q1 2025
Added 140.97%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,140,296
shares
|
$30.9 Million
0.08% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,131,527
shares
|
$30.7 Million
9.12% of portfolio
|
Q2 2025
Reduced 29.59%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,111,414
shares
|
$30.1 Million
0.79% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,101,407
shares
|
$29.8 Million
3.41% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
1,096,815
shares
|
$29.7 Million
3.71% of portfolio
|
Q1 2025
Reduced 1.85%
|