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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,208
shares
|
$168,174
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
6,160
shares
|
$166,874
0.15% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,104
shares
|
$165,357
0.08% of portfolio
|
Q3 2023
Added 50.98%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
6,086
shares
|
$164,869
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,041
shares
|
$163,650
0.02% of portfolio
|
Q1 2023
Reduced 3.76%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,858
shares
|
$158,693
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
5,794
shares
|
$156,959
0.03% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,333
shares
|
$144,470
0.1% of portfolio
|
Q3 2024
Added 74.11%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
5,294
shares
|
$143,414
0.0% of portfolio
|
Q1 2025
Added 60.72%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,274
shares
|
$142,872
0.27% of portfolio
|
Q2 2022
Added 97.97%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
5,080
shares
|
$137,617
0.19% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,035
shares
|
$136,398
0.55% of portfolio
|
Q4 2023
Added 4.87%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
4,806
shares
|
$130,194
0.01% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,788
shares
|
$129,706
0.02% of portfolio
|
Q3 2023
Added 480.36%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,700
shares
|
$127,323
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
4,650
shares
|
$125,968
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,629
shares
|
$125,399
0.0% of portfolio
|
Q1 2025
Reduced 76.27%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,623
shares
|
$125,237
0.27% of portfolio
|
Q3 2023
Reduced 66.25%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,513
shares
|
$122,257
0.16% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,414
shares
|
$119,575
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
4,412
shares
|
$119,521
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
4,395
shares
|
$119,060
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
4,323
shares
|
$117,110
0.37% of portfolio
|
Q1 2025
Reduced 26.78%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,289
shares
|
$116,189
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,267
shares
|
$115,593
0.13% of portfolio
|
Q2 2022
Added 0.02%
|