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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,176
shares
|
$86,037
0.01% of portfolio
|
Q4 2024
Added 256.05%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,113
shares
|
$84,331
0.15% of portfolio
|
Q1 2022
Added 0.42%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,109
shares
|
$84,222
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
3,068
shares
|
$83,112
0.06% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
3,011
shares
|
$81,567
10.6% of portfolio
|
Q4 2023
Reduced 93.51%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$81,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,000
shares
|
$81,270
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,979
shares
|
$80,701
0.02% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,900
shares
|
$78,561
0.08% of portfolio
|
Q2 2022
Added 5.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2,775
shares
|
$75,174
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,770
shares
|
$75,039
0.01% of portfolio
|
Q1 2024
Reduced 31.45%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,688
shares
|
$72,817
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
2,636
shares
|
$71,409
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,604
shares
|
$70,542
0.0% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
2,598
shares
|
$70,379
0.01% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
2,566
shares
|
$69,512
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,550
shares
|
$69,079
0.04% of portfolio
|
Q1 2025
Reduced 59.28%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
2,463
shares
|
$66,722
0.02% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,450
shares
|
$66,370
0.01% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,400
shares
|
$65,016
0.01% of portfolio
|
Q4 2024
Added 247.32%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,380
shares
|
$64,474
0.0% of portfolio
|
Q2 2025
Reduced 81.89%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,340
shares
|
$63,390
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,230
shares
|
$60,410
0.02% of portfolio
|
Q4 2024
Added 214.08%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,227
shares
|
$60,329
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,173
shares
|
$58,866
0.01% of portfolio
|
Q4 2024
Added 654.51%
|