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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
2,169
shares
|
$58,758
0.02% of portfolio
|
Q1 2025
Reduced 32.81%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,169
shares
|
$58,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,136
shares
|
$57,864
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,121
shares
|
$57,457
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
2,100
shares
|
$56,889
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
2,097
shares
|
$56,807
0.05% of portfolio
|
Q2 2025
Added 160.82%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,097
shares
|
$56,807
0.0% of portfolio
|
Q2 2025
Added 6890.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,983
shares
|
$53,719
0.02% of portfolio
|
Q2 2023
Added 4.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,981
shares
|
$53,665
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,972
shares
|
$53,421
0.05% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
1,923
shares
|
$52,094
0.02% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
1,875
shares
|
$50,793
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,863
shares
|
$50,468
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,854
shares
|
$50,224
0.03% of portfolio
|
Q4 2024
Reduced 97.71%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,835
shares
|
$49,710
0.03% of portfolio
|
Q1 2025
Reduced 63.63%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,813
shares
|
$49,114
0.0% of portfolio
|
Q1 2025
Added 2824.19%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,800
shares
|
$48,762
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,777
shares
|
$48,138
0.03% of portfolio
|
Q1 2025
Reduced 60.48%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,749
shares
|
$47,380
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,747
shares
|
$47,326
0.02% of portfolio
|
Q4 2024
Added 88.05%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,734
shares
|
$46,974
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,734
shares
|
$46,974
0.01% of portfolio
|
Q1 2025
Reduced 33.08%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
1,705
shares
|
$46,188
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,700
shares
|
$46,053
0.0% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,698
shares
|
$45,998
0.02% of portfolio
|
Q1 2025
Added 25.13%
|