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 2,004 institutions that hold shares in the stock, with a total of 919 Million shares, which have been reported (via 13F filing form) to have a value of $25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,426
shares
|
$256,764
0.09% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
9,405
shares
|
$256,192
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
9,366
shares
|
$255,129
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
9,354
shares
|
$254,802
0.14% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
9,316
shares
|
$253,767
0.05% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
9,309
shares
|
$253,577
0.03% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
9,286
shares
|
$252,950
0.05% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
9,231
shares
|
$251,452
0.11% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
9,204
shares
|
$250,716
0.02% of portfolio
|
Q4 2024
Added 194.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
9,185
shares
|
$250,199
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,146
shares
|
$249,137
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
9,138
shares
|
$248,919
0.11% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
9,075
shares
|
$247,203
0.07% of portfolio
|
Q4 2024
Added 186.28%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
9,050
shares
|
$246,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
9,000
shares
|
$245,160
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
9,000
shares
|
$245,160
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
8,973
shares
|
$244,424
0.01% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
8,960
shares
|
$244,070
0.06% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
8,907
shares
|
$242,626
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
8,898
shares
|
$242,381
0.0% of portfolio
|
Q1 2025
Reduced 68.94%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
8,883
shares
|
$241,972
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
8,881
shares
|
$241,918
0.19% of portfolio
|
Q2 2023
Reduced 13.06%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
8,864
shares
|
$241,455
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
8,838
shares
|
$240,747
0.08% of portfolio
|
Q2 2025
Reduced 56.24%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
8,835
shares
|
$240,665
0.08% of portfolio
|
Q4 2024
Added 200.0%
|