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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
12,921
shares
|
$350,029
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
12,894
shares
|
$349,298
0.03% of portfolio
|
Q2 2025
Added 28.49%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
12,883
shares
|
$349,000
0.08% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
12,829
shares
|
$347,537
0.04% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
12,790
shares
|
$346,481
0.22% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
12,789
shares
|
$346,454
0.3% of portfolio
|
Q1 2025
Added 40.71%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
12,733
shares
|
$344,936
0.24% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,718
shares
|
$344,530
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,697
shares
|
$343,961
0.03% of portfolio
|
Q4 2024
Added 170.44%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
12,692
shares
|
$343,826
0.22% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
12,673
shares
|
$343,311
0.16% of portfolio
|
Q1 2025
Reduced 49.2%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
12,615
shares
|
$341,740
0.02% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
12,561
shares
|
$340,277
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
12,531
shares
|
$339,464
0.55% of portfolio
|
Q2 2025
Reduced 43.15%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
12,497
shares
|
$338,543
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
12,439
shares
|
$336,972
0.07% of portfolio
|
Q1 2025
Added 28.74%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
12,338
shares
|
$334,236
0.04% of portfolio
|
Q1 2025
Added 34.94%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
12,333
shares
|
$334,100
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
12,319
shares
|
$333,721
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,310
shares
|
$333,477
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
12,228
shares
|
$331,256
0.02% of portfolio
|
Q1 2025
Added 30.31%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
12,217
shares
|
$330,958
0.13% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
12,180
shares
|
$329,956
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
12,176
shares
|
$329,847
0.46% of portfolio
|
Q2 2023
Reduced 50.77%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
12,151
shares
|
$329,170
0.16% of portfolio
|
Q1 2025
Reduced 45.26%
|