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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
14,953
shares
|
$405,076
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
14,952
shares
|
$405,049
0.07% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
14,883
shares
|
$403,180
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
14,786
shares
|
$400,552
0.45% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
14,776
shares
|
$400,281
0.04% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
14,693
shares
|
$398,033
0.17% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
14,622
shares
|
$396,109
0.01% of portfolio
|
Q1 2025
Added 894.69%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
14,620
shares
|
$396,055
0.25% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
14,595
shares
|
$395,378
0.11% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
14,570
shares
|
$394,701
0.05% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
14,474
shares
|
$392,100
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
14,446
shares
|
$391,342
0.07% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
14,415
shares
|
$390,502
0.11% of portfolio
|
Q4 2024
Added 199.56%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
14,415
shares
|
$390,502
0.23% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
14,414
shares
|
$390,475
0.28% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
14,406
shares
|
$390,258
0.31% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
14,375
shares
|
$389,418
0.28% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
14,372
shares
|
$389,337
0.24% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
14,366
shares
|
$389,174
0.08% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
14,336
shares
|
$388,362
0.08% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
14,324
shares
|
$388,037
0.14% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
14,266
shares
|
$386,465
0.02% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
14,254
shares
|
$386,140
0.11% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
14,238
shares
|
$385,707
0.26% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
14,215
shares
|
$385,084
0.16% of portfolio
|
Q4 2024
Added 208.95%
|