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 |
|---|---|---|---|---|---|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
120
shares
|
$3,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
119
shares
|
$3,223
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
101
shares
|
$2,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
100
shares
|
$2,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
99
shares
|
$2,681
0.0% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$2,546
0.0% of portfolio
|
Q4 2022
Reduced 51.55%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
91
shares
|
$2,465
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
85
shares
|
$2,302
0.0% of portfolio
|
Q4 2024
Added 203.57%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
82
shares
|
$2,221
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
80
shares
|
$2,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
78
shares
|
$2,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
75
shares
|
$2,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
71
shares
|
$1,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
65
shares
|
$1,760
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
63
shares
|
$1,706
0.0% of portfolio
|
Q1 2025
Reduced 93.05%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
60
shares
|
$1,625
0.0% of portfolio
|
Q3 2024
Reduced 85.88%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
54
shares
|
$1,462
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$1,300
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
45
shares
|
$1,219
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
45
shares
|
$1,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
44
shares
|
$1,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
36
shares
|
$975
0.0% of portfolio
|
Q4 2024
Added 89.47%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
36
shares
|
$975
0.0% of portfolio
|
Q1 2025
Reduced 96.56%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
35
shares
|
$948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
31
shares
|
$839
0.0% of portfolio
|
Q1 2025
Added 29.17%
|