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 |
|---|---|---|---|---|---|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
7,850
shares
|
$212,656
0.04% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,844
shares
|
$212,493
0.29% of portfolio
|
Q1 2023
Reduced 47.19%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
7,823
shares
|
$211,925
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
7,823
shares
|
$211,925
0.01% of portfolio
|
Q1 2025
Reduced 36.13%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
7,814
shares
|
$211,681
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,772
shares
|
$210,543
0.53% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
7,770
shares
|
$210,489
0.01% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
7,767
shares
|
$210,408
0.13% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
7,726
shares
|
$209,297
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
7,684
shares
|
$208,159
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
7,664
shares
|
$207,617
0.2% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
7,633
shares
|
$206,777
0.2% of portfolio
|
Q4 2024
Added 189.68%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
7,603
shares
|
$205,965
0.18% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
7,599
shares
|
$205,856
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
7,547
shares
|
$204,448
0.04% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
7,546
shares
|
$204,421
0.18% of portfolio
|
Q1 2025
Added 20861.11%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,546
shares
|
$204,421
0.0% of portfolio
|
Q3 2020
Reduced 11.77%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
7,531
shares
|
$204,014
0.0% of portfolio
|
Q1 2025
Reduced 28.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
7,529
shares
|
$203,960
0.03% of portfolio
|
Q2 2025
Added 42.3%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
7,509
shares
|
$203,418
0.23% of portfolio
|
Q4 2024
Added 180.82%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
7,500
shares
|
$203,175
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
7,500
shares
|
$203,175
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,472
shares
|
$202,416
0.02% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
7,416
shares
|
$200,899
0.09% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
7,407
shares
|
$200,655
0.19% of portfolio
|
Q4 2024
Added 200.0%
|