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 |
|---|---|---|---|---|---|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
4,235
shares
|
$114,726
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
4,215
shares
|
$114,184
0.02% of portfolio
|
Q2 2025
Added 613.2%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
4,157
shares
|
$112,613
0.04% of portfolio
|
Q1 2025
Added 538.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,080
shares
|
$110,527
0.04% of portfolio
|
Q4 2024
Added 202.67%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
4,030
shares
|
$109,172
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,005
shares
|
$108,495
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,930
shares
|
$106,463
0.07% of portfolio
|
Q2 2023
Added 19.09%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,901
shares
|
$105,678
0.01% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
3,858
shares
|
$104,513
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,732
shares
|
$101,099
0.08% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
3,732
shares
|
$101,099
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
3,731
shares
|
$101,072
0.06% of portfolio
|
Q1 2025
Added 1874.07%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,720
shares
|
$100,774
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,668
shares
|
$99,366
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,661
shares
|
$99,176
0.07% of portfolio
|
Q4 2024
Added 140.7%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,615
shares
|
$97,930
0.03% of portfolio
|
Q2 2025
Added 244.29%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
3,600
shares
|
$97,524
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
3,561
shares
|
$96,467
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
3,547
shares
|
$96,088
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,468
shares
|
$93,948
0.03% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,444
shares
|
$93,297
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
3,430
shares
|
$92,918
0.02% of portfolio
|
Q1 2025
Reduced 74.26%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
3,420
shares
|
$92,647
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
3,274
shares
|
$88,692
0.05% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,271
shares
|
$88,611
0.01% of portfolio
|
Q4 2022
Reduced 12.02%
|