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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,677
shares
|
$45,429
0.03% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,585
shares
|
$42,937
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,549
shares
|
$41,962
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,511
shares
|
$40,932
0.01% of portfolio
|
Q1 2025
Reduced 86.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,502
shares
|
$40,689
0.02% of portfolio
|
Q1 2025
Added 93.31%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$40,635
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,495
shares
|
$40,499
0.01% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,494
shares
|
$40,472
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,475
shares
|
$39,957
0.01% of portfolio
|
Q1 2025
Reduced 23.3%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,469
shares
|
$39,795
0.01% of portfolio
|
Q1 2025
Added 3666.67%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,468
shares
|
$39,768
0.04% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,422
shares
|
$38,521
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,381
shares
|
$37,411
0.02% of portfolio
|
Q1 2025
Added 57.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,350
shares
|
$36,571
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
1,342
shares
|
$36,354
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,339
shares
|
$36,273
0.01% of portfolio
|
Q4 2024
Added 169.96%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,282
shares
|
$34,729
0.0% of portfolio
|
Q2 2025
Added 241.87%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,276
shares
|
$34,566
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,245
shares
|
$33,727
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,235
shares
|
$33,456
0.02% of portfolio
|
Q4 2024
Reduced 98.87%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
1,219
shares
|
$33,022
0.02% of portfolio
|
Q1 2025
Reduced 62.08%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,218
shares
|
$32,995
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,192
shares
|
$32,291
0.03% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,158
shares
|
$31,370
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,142
shares
|
$30,936
0.06% of portfolio
|
Q2 2022
Reduced 90.31%
|