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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
14,169
shares
|
$383,838
0.03% of portfolio
|
Q2 2025
Added 342.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,156
shares
|
$383,486
0.12% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
14,142
shares
|
$383,106
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
14,131
shares
|
$382,808
0.36% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
14,082
shares
|
$381,481
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
14,022
shares
|
$379,855
0.03% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
14,020
shares
|
$379,801
0.18% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
14,018
shares
|
$379,747
0.44% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
14,007
shares
|
$379,449
0.03% of portfolio
|
Q4 2024
Reduced 96.34%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,965
shares
|
$378,311
0.03% of portfolio
|
Q1 2025
Added 32.57%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
13,957
shares
|
$378,095
0.32% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
13,913
shares
|
$376,903
0.09% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
13,797
shares
|
$373,760
0.02% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
13,773
shares
|
$373,110
0.06% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
13,738
shares
|
$372,162
0.08% of portfolio
|
Q1 2025
Added 4220.13%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
13,723
shares
|
$371,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
13,693
shares
|
$370,943
0.24% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
13,687
shares
|
$370,780
0.29% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
13,615
shares
|
$368,830
0.21% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
13,606
shares
|
$368,586
0.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
13,573
shares
|
$367,692
0.01% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
13,567
shares
|
$367,530
0.31% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
13,566
shares
|
$367,502
0.24% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,563
shares
|
$367,421
0.34% of portfolio
|
Q4 2024
Added 210.37%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
13,534
shares
|
$366,636
0.34% of portfolio
|
Q2 2025
Reduced 2.25%
|