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 2,005 institutions that hold shares in the stock, with a total of 915 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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
15,828
shares
|
$428,780
0.03% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,806
shares
|
$428,184
0.1% of portfolio
|
Q3 2022
Added 28.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
15,784
shares
|
$427,588
0.11% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
15,773
shares
|
$427,290
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
15,773
shares
|
$427,290
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
15,745
shares
|
$426,532
0.33% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
15,681
shares
|
$424,798
0.32% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
15,636
shares
|
$423,579
0.03% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
15,479
shares
|
$419,326
0.33% of portfolio
|
Q2 2025
Added 24.19%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
15,429
shares
|
$417,971
0.44% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
15,393
shares
|
$416,996
0.02% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
15,388
shares
|
$416,860
0.2% of portfolio
|
Q1 2025
Reduced 84.73%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
15,332
shares
|
$415,343
0.02% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
15,291
shares
|
$414,233
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
15,244
shares
|
$412,959
0.08% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
15,141
shares
|
$410,169
0.11% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
15,132
shares
|
$409,925
0.06% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
15,132
shares
|
$409,925
0.18% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
15,102
shares
|
$409,113
0.01% of portfolio
|
Q2 2025
Added 80.02%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
15,060
shares
|
$407,975
0.34% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
15,038
shares
|
$407,379
0.1% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,034
shares
|
$407,271
0.67% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
15,000
shares
|
$406,350
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
14,981
shares
|
$405,835
0.01% of portfolio
|
Q1 2025
Added 54.79%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
14,973
shares
|
$405,618
0.28% of portfolio
|
Q1 2025
Added 29.93%
|