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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
11,436
shares
|
$309,801
0.09% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
11,403
shares
|
$308,907
0.07% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
11,323
shares
|
$306,740
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,315
shares
|
$306,523
0.02% of portfolio
|
Q4 2022
Added 55.0%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
11,303
shares
|
$306,198
0.14% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
11,291
shares
|
$305,873
0.11% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
11,258
shares
|
$304,979
0.14% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
11,211
shares
|
$303,705
0.07% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
11,106
shares
|
$300,861
0.07% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
11,070
shares
|
$299,886
0.24% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
11,054
shares
|
$299,452
0.02% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
11,029
shares
|
$298,775
0.12% of portfolio
|
Q1 2025
Added 186.24%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
10,958
shares
|
$296,852
0.06% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,936
shares
|
$296,256
0.03% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
10,908
shares
|
$295,497
0.15% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
10,839
shares
|
$293,628
0.03% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
10,825
shares
|
$293,249
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
10,800
shares
|
$292,572
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
10,770
shares
|
$291,759
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
10,734
shares
|
$290,784
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
10,709
shares
|
$290,106
0.13% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
10,677
shares
|
$289,239
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
10,647
shares
|
$288,427
0.02% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,623
shares
|
$287,777
0.09% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
10,620
shares
|
$287,695
0.08% of portfolio
|
Q1 2025
New holding
|