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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
18,643
shares
|
$507,835
0.09% of portfolio
|
Q2 2025
Reduced 23.83%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
18,591
shares
|
$506,418
0.28% of portfolio
|
Q4 2024
Added 196.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
18,578
shares
|
$506,064
0.13% of portfolio
|
Q1 2025
Added 132.46%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
18,530
shares
|
$504,757
0.08% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
18,499
shares
|
$503,912
0.17% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
18,446
shares
|
$502,469
0.39% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
18,313
shares
|
$498,846
0.23% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
18,282
shares
|
$498,001
0.03% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
18,261
shares
|
$497,429
0.17% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
18,200
shares
|
$495,768
0.73% of portfolio
|
Q1 2024
Added 3.57%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
18,196
shares
|
$495,659
0.18% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
18,189
shares
|
$495,468
0.31% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
18,175
shares
|
$495,087
0.41% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
18,158
shares
|
$494,623
0.13% of portfolio
|
Q2 2025
Added 22.25%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,084
shares
|
$492,608
0.0% of portfolio
|
Q1 2025
Reduced 93.55%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
18,051
shares
|
$491,709
1.05% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
17,956
shares
|
$489,121
0.06% of portfolio
|
Q2 2025
Added 46.05%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
17,900
shares
|
$487,596
0.05% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
17,861
shares
|
$486,533
0.01% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
17,797
shares
|
$484,790
0.04% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,741
shares
|
$483,264
0.19% of portfolio
|
Q4 2024
Added 67.7%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
17,559
shares
|
$478,307
0.1% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
17,505
shares
|
$476,836
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
17,499
shares
|
$476,672
0.18% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
17,478
shares
|
$476,100
0.24% of portfolio
|
Q2 2025
Added 17.75%
|