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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
13,519
shares
|
$366,229
0.81% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
13,515
shares
|
$366,121
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
13,483
shares
|
$365,254
0.11% of portfolio
|
Q2 2025
Reduced 35.02%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,465
shares
|
$364,766
0.2% of portfolio
|
Q2 2025
Added 76.59%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
13,396
shares
|
$362,897
0.02% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
13,350
shares
|
$361,651
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
13,348
shares
|
$361,597
0.04% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
13,269
shares
|
$359,457
0.16% of portfolio
|
Q4 2024
Added 209.52%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
13,242
shares
|
$358,725
0.05% of portfolio
|
Q4 2024
Added 32.42%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
13,225
shares
|
$358,265
0.06% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
13,193
shares
|
$357,398
0.03% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
13,182
shares
|
$357,100
0.17% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,147
shares
|
$356,152
0.1% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
13,126
shares
|
$355,583
0.14% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
13,125
shares
|
$355,556
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
13,089
shares
|
$354,581
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,076
shares
|
$354,228
0.03% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
13,061
shares
|
$353,822
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
13,060
shares
|
$353,795
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
13,050
shares
|
$353,524
0.18% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
13,026
shares
|
$352,874
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,015
shares
|
$352,576
4.2% of portfolio
|
Q3 2023
Reduced 1.64%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
12,952
shares
|
$350,869
0.27% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
12,930
shares
|
$350,273
0.22% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
12,927
shares
|
$350,192
0.1% of portfolio
|
Q1 2025
Reduced 2.8%
|