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 2,007 institutions that hold shares in the stock, with a total of 916 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
8,262
shares
|
$223,817
0.06% of portfolio
|
Q2 2025
Reduced 46.77%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
8,250
shares
|
$223,492
0.06% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
8,100
shares
|
$219,429
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
8,100
shares
|
$219,429
0.01% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
8,086
shares
|
$219,049
0.08% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
8,076
shares
|
$218,778
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
8,038
shares
|
$217,749
0.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
8,027
shares
|
$217,451
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
7,999
shares
|
$216,692
0.03% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
7,992
shares
|
$216,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
7,943
shares
|
$215,175
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
7,938
shares
|
$215,040
0.07% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
7,937
shares
|
$215,013
0.03% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
7,932
shares
|
$214,877
0.11% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
7,914
shares
|
$214,390
0.03% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
7,914
shares
|
$214,390
0.1% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
7,905
shares
|
$214,146
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
7,889
shares
|
$213,713
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
7,876
shares
|
$213,360
0.18% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
7,875
shares
|
$213,333
0.2% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
7,873
shares
|
$213,279
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
7,872
shares
|
$213,252
0.06% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
7,859
shares
|
$212,900
0.13% of portfolio
|
Q4 2024
New holding
|