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 |
|---|---|---|---|---|---|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
16,738
shares
|
$455,943
0.41% of portfolio
|
Q1 2025
Added 47.73%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,709
shares
|
$455,153
0.01% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
16,673
shares
|
$454,172
0.01% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
16,669
shares
|
$454,063
0.03% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
16,577
shares
|
$451,557
0.05% of portfolio
|
Q2 2025
Reduced 88.05%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
16,564
shares
|
$451,203
0.12% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
16,543
shares
|
$450,631
0.18% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,533
shares
|
$450,358
0.03% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
16,350
shares
|
$445,374
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
16,306
shares
|
$444,175
0.1% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
16,291
shares
|
$443,766
0.37% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
16,285
shares
|
$443,603
0.04% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
16,254
shares
|
$442,758
0.03% of portfolio
|
Q1 2025
Reduced 95.82%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
16,222
shares
|
$441,887
0.17% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
16,163
shares
|
$440,280
0.0% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
16,108
shares
|
$438,781
0.03% of portfolio
|
Q1 2025
Added 117.03%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
16,086
shares
|
$438,182
0.06% of portfolio
|
Q4 2024
Added 194.02%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
16,063
shares
|
$437,556
1.02% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
16,018
shares
|
$436,330
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
15,978
shares
|
$435,240
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
15,951
shares
|
$434,505
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
15,927
shares
|
$433,851
0.15% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
15,834
shares
|
$431,318
0.26% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
15,829
shares
|
$431,181
0.13% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
15,828
shares
|
$431,154
0.03% of portfolio
|
Q1 2025
Added 20.94%
|