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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
10,055
shares
|
$272,389
0.13% of portfolio
|
Q4 2024
Added 241.19%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
10,045
shares
|
$272,119
0.31% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
10,045
shares
|
$272,119
0.43% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
10,037
shares
|
$271,902
0.73% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,034
shares
|
$271,821
0.4% of portfolio
|
Q1 2022
Added 6.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,027
shares
|
$271,631
0.0% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
9,987
shares
|
$270,547
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
9,986
shares
|
$270,520
0.15% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
9,919
shares
|
$268,705
0.06% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
9,873
shares
|
$267,459
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
9,857
shares
|
$267,026
0.17% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
9,852
shares
|
$266,890
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
9,797
shares
|
$265,400
0.03% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
9,778
shares
|
$264,886
0.06% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
9,738
shares
|
$263,802
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
9,708
shares
|
$262,989
0.19% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
9,656
shares
|
$261,581
0.28% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
9,655
shares
|
$261,553
0.03% of portfolio
|
Q1 2025
Added 473.34%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
9,652
shares
|
$261,472
0.02% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
9,643
shares
|
$261,228
0.08% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
9,641
shares
|
$261,174
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
9,566
shares
|
$259,142
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
9,566
shares
|
$259,142
0.16% of portfolio
|
Q1 2025
Added 0.86%
|