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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
306
shares
|
$8,289
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
300
shares
|
$8,127
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
300
shares
|
$8,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
295
shares
|
$7,991
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
294
shares
|
$7,964
0.01% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
270
shares
|
$7,314
0.0% of portfolio
|
Q4 2024
Added 462.5%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
245
shares
|
$6,637
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
219
shares
|
$5,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
214
shares
|
$5,797
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
194
shares
|
$5,255
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
182
shares
|
$4,930
0.01% of portfolio
|
Q3 2024
Reduced 69.87%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
180
shares
|
$4,876
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
174
shares
|
$4,713
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
163
shares
|
$4,415
0.0% of portfolio
|
Q4 2024
Added 79.12%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
153
shares
|
$4,144
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
152
shares
|
$4,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$4,063
0.01% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
149
shares
|
$4,036
0.0% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
147
shares
|
$3,982
0.0% of portfolio
|
Q4 2024
Added 194.0%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
144
shares
|
$3,900
0.0% of portfolio
|
Q4 2024
Reduced 72.68%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
142
shares
|
$3,846
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
141
shares
|
$3,819
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$3,657
0.0% of portfolio
|
Q1 2024
Reduced 85.36%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
135
shares
|
$3,657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$3,602
0.0% of portfolio
|
Q1 2023
Reduced 41.41%
|