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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
941,678
shares
|
$25.5 Million
4.11% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
940,551
shares
|
$25.5 Million
0.16% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
925,274
shares
|
$25.1 Million
9.49% of portfolio
|
Q2 2025
Reduced 33.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
924,802
shares
|
$25.1 Million
0.16% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
924,343
shares
|
$25 Million
10.43% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
907,271
shares
|
$24.6 Million
0.61% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
903,333
shares
|
$24.5 Million
5.58% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
901,858
shares
|
$24.4 Million
7.16% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
894,919
shares
|
$24.2 Million
10.42% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
886,292
shares
|
$24 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
882,844
shares
|
$23.9 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
882,802
shares
|
$23.9 Million
1.58% of portfolio
|
Q2 2025
Added 56.55%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
882,306
shares
|
$23.9 Million
20.75% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
872,406
shares
|
$23.6 Million
8.85% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
865,886
shares
|
$23.5 Million
4.03% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
861,845
shares
|
$23.3 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
853,043
shares
|
$23.1 Million
5.74% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
845,526
shares
|
$22.9 Million
4.33% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
840,184
shares
|
$22.8 Million
23.62% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
833,124
shares
|
$22.6 Million
0.85% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
819,827
shares
|
$22.2 Million
6.58% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
814,757
shares
|
$22.1 Million
7.62% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
811,833
shares
|
$22 Million
4.76% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
804,897
shares
|
$21.8 Million
2.34% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
799,472
shares
|
$21.7 Million
4.36% of portfolio
|
Q2 2025
Added 2.62%
|