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 |
---|---|---|---|---|---|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
10,592
shares
|
$286,937
0.04% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,554
shares
|
$285,907
0.03% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
10,545
shares
|
$285,664
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,508
shares
|
$284,661
0.46% of portfolio
|
Q4 2023
New holding
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
10,500
shares
|
$284,445
0.02% of portfolio
|
Q4 2024
Added 34900.0%
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
10,500
shares
|
$284,445
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
10,496
shares
|
$284,336
0.16% of portfolio
|
Q2 2025
New holding
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
10,478
shares
|
$283,849
0.04% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
10,425
shares
|
$282,413
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
10,408
shares
|
$281,952
0.08% of portfolio
|
Q1 2025
Added 2.63%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,386
shares
|
$281,356
0.12% of portfolio
|
Q2 2023
Reduced 6.68%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
10,380
shares
|
$281,194
0.03% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
10,367
shares
|
$280,842
0.11% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
10,363
shares
|
$280,733
0.02% of portfolio
|
Q1 2025
Added 4.94%
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
10,362
shares
|
$280,706
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,298
shares
|
$278,972
0.13% of portfolio
|
Q3 2024
Added 12.89%
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
10,298
shares
|
$278,972
0.05% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
10,247
shares
|
$277,591
0.01% of portfolio
|
Q2 2025
Added 10.21%
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
10,227
shares
|
$277,049
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
10,200
shares
|
$276,318
0.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
10,166
shares
|
$275,396
0.1% of portfolio
|
Q2 2025
Reduced 43.96%
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
10,113
shares
|
$273,961
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
10,094
shares
|
$273,446
0.12% of portfolio
|
Q1 2025
Added 0.87%
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
10,084
shares
|
$273,175
0.02% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,060
shares
|
$272,525
0.47% of portfolio
|
Q2 2024
Reduced 0.67%
|