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 |
|---|---|---|---|---|---|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
7,358
shares
|
$199,328
0.19% of portfolio
|
Q1 2025
Reduced 99.03%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,298
shares
|
$197,702
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,291
shares
|
$197,513
0.04% of portfolio
|
Q4 2023
Added 89.92%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
7,239
shares
|
$196,104
0.0% of portfolio
|
Q1 2025
Reduced 20.55%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
7,231
shares
|
$195,887
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
7,218
shares
|
$195,535
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
7,134
shares
|
$193,260
0.05% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
7,039
shares
|
$190,686
0.0% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
7,032
shares
|
$190,496
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
7,000
shares
|
$189,630
0.14% of portfolio
|
Q1 2023
Added 0.17%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
6,974
shares
|
$188,925
0.06% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
6,853
shares
|
$185,647
0.01% of portfolio
|
Q2 2025
Reduced 21.23%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,831
shares
|
$185,051
0.37% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,779
shares
|
$183,643
0.01% of portfolio
|
Q2 2024
Added 21.84%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
6,749
shares
|
$182,830
0.03% of portfolio
|
Q4 2024
Added 213.91%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,690
shares
|
$181,232
0.01% of portfolio
|
Q1 2025
Added 44.06%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,677
shares
|
$180,879
0.01% of portfolio
|
Q3 2022
Reduced 4.71%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6,666
shares
|
$180,581
0.02% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
6,660
shares
|
$180,419
0.07% of portfolio
|
Q2 2025
Reduced 63.73%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,644
shares
|
$179,985
0.03% of portfolio
|
Q4 2024
Added 98.15%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
6,636
shares
|
$179,769
0.03% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,594
shares
|
$178,631
0.0% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,389
shares
|
$173,078
0.04% of portfolio
|
Q3 2023
Reduced 40.38%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,221
shares
|
$168,526
0.0% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,219
shares
|
$168,472
0.01% of portfolio
|
Q2 2025
Reduced 18.67%
|