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 |
|---|---|---|---|---|---|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
22,619
shares
|
$616,141
0.23% of portfolio
|
Q2 2025
Reduced 16.69%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
22,580
shares
|
$615,079
0.09% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
22,485
shares
|
$612,491
0.23% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
22,478
shares
|
$612,300
0.08% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
22,474
shares
|
$612,191
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
22,469
shares
|
$612,055
0.07% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
22,465
shares
|
$611,946
0.12% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
22,437
shares
|
$611,183
0.01% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
22,329
shares
|
$608,241
0.4% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
22,280
shares
|
$606,907
0.28% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
22,258
shares
|
$606,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
21,970
shares
|
$598,462
0.31% of portfolio
|
Q2 2025
Reduced 76.04%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
21,967
shares
|
$598,381
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
21,957
shares
|
$598,108
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
21,946
shares
|
$597,809
0.07% of portfolio
|
Q1 2025
Added 61.53%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
21,915
shares
|
$596,964
0.14% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
21,875
shares
|
$595,875
0.33% of portfolio
|
Q1 2025
Added 44.46%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
21,846
shares
|
$595,085
0.4% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
21,836
shares
|
$594,812
0.48% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
21,773
shares
|
$593,096
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
21,701
shares
|
$591,135
0.29% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
21,630
shares
|
$589,201
0.03% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
21,524
shares
|
$586,313
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
21,441
shares
|
$584,052
0.02% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
21,411
shares
|
$583,235
0.25% of portfolio
|
Q1 2025
Reduced 5.46%
|