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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
8,838
shares
|
$239,421
0.08% of portfolio
|
Q2 2025
Reduced 56.24%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
8,835
shares
|
$239,340
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
8,835
shares
|
$239,340
0.1% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
8,808
shares
|
$238,608
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
8,785
shares
|
$237,985
0.17% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
8,775
shares
|
$237,714
0.0% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
8,764
shares
|
$237,416
0.02% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
8,755
shares
|
$237,172
0.12% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
8,739
shares
|
$236,739
0.0% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
8,719
shares
|
$236,197
0.01% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
8,700
shares
|
$235,683
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
8,695
shares
|
$235,547
0.06% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
8,677
shares
|
$235,059
0.19% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
8,637
shares
|
$233,976
0.01% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
8,547
shares
|
$231,538
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
8,545
shares
|
$231,484
0.23% of portfolio
|
Q1 2025
Added 40.66%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
8,539
shares
|
$231,321
0.1% of portfolio
|
Q4 2024
Added 200.04%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
8,476
shares
|
$229,614
0.08% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
8,460
shares
|
$229,181
0.04% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
8,405
shares
|
$227,691
0.01% of portfolio
|
Q2 2025
Reduced 72.25%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
8,364
shares
|
$226,580
0.05% of portfolio
|
Q2 2025
Reduced 55.79%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
8,355
shares
|
$226,336
0.05% of portfolio
|
Q1 2025
Reduced 56.13%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,341
shares
|
$225,957
0.2% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
8,319
shares
|
$225,361
0.04% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
8,270
shares
|
$224,034
0.21% of portfolio
|
Q4 2024
New holding
|