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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,135
shares
|
$30,747
0.01% of portfolio
|
Q2 2025
Added 476.14%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1,095
shares
|
$29,663
0.01% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,089
shares
|
$29,501
0.01% of portfolio
|
Q1 2025
Reduced 31.29%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,078
shares
|
$29,203
0.02% of portfolio
|
Q4 2024
Added 184.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,058
shares
|
$28,661
0.0% of portfolio
|
Q1 2025
Added 22.88%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$27,090
0.01% of portfolio
|
Q3 2021
Reduced 18.63%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
990
shares
|
$26,819
0.01% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
975
shares
|
$26,412
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
966
shares
|
$26,168
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
965
shares
|
$26,141
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
887
shares
|
$24,028
0.01% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
875
shares
|
$23,703
0.04% of portfolio
|
Q4 2023
Reduced 14.13%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
870
shares
|
$23,568
0.02% of portfolio
|
Q1 2025
Reduced 33.89%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
842
shares
|
$22,809
0.0% of portfolio
|
Q2 2025
Added 32.81%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
830
shares
|
$22,484
0.01% of portfolio
|
Q1 2025
Added 41400.0%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
815
shares
|
$22,078
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
812
shares
|
$21,997
0.0% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
810
shares
|
$21,942
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
792
shares
|
$21,455
0.0% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
764
shares
|
$20,696
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
755
shares
|
$20,452
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
740
shares
|
$20,046
0.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$18,963
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
686
shares
|
$18,583
0.01% of portfolio
|
Q2 2025
Added 1573.17%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
663
shares
|
$17,960
0.01% of portfolio
|
Q1 2025
Added 0.61%
|