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 2,003 institutions that hold shares in the stock, with a total of 914 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 |
|---|---|---|---|---|---|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
12,114
shares
|
$328,168
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
12,087
shares
|
$327,436
0.15% of portfolio
|
Q4 2024
Added 166.76%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
12,066
shares
|
$326,867
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
12,043
shares
|
$326,244
0.14% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
11,982
shares
|
$324,592
0.01% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,962
shares
|
$324,050
0.01% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,941
shares
|
$323,481
0.14% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,919
shares
|
$322,885
0.0% of portfolio
|
Q2 2023
Added 23.17%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,878
shares
|
$321,775
0.28% of portfolio
|
Q1 2025
Reduced 92.33%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
11,866
shares
|
$321,449
0.07% of portfolio
|
Q4 2024
Added 202.94%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
11,854
shares
|
$321,124
0.07% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,851
shares
|
$321,043
0.56% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
11,833
shares
|
$320,555
0.1% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
11,802
shares
|
$319,716
0.14% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
11,780
shares
|
$319,120
0.05% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
11,744
shares
|
$318,144
0.01% of portfolio
|
Q2 2025
Reduced 75.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,738
shares
|
$317,982
0.08% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
11,729
shares
|
$317,738
0.21% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
11,720
shares
|
$317,494
0.17% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,667
shares
|
$316,059
0.01% of portfolio
|
Q4 2024
Added 132.78%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
11,589
shares
|
$313,946
0.1% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
11,563
shares
|
$313,241
0.01% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
11,553
shares
|
$312,970
0.04% of portfolio
|
Q2 2025
Added 28.3%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,480
shares
|
$310,993
0.01% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
11,459
shares
|
$310,424
0.19% of portfolio
|
Q2 2025
Reduced 85.21%
|