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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
798,274
shares
|
$21.6 Million
0.63% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
789,451
shares
|
$21.4 Million
0.42% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
788,881
shares
|
$21.4 Million
3.87% of portfolio
|
Q4 2024
Added 161.83%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
783,749
shares
|
$21.2 Million
0.71% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
779,311
shares
|
$21.1 Million
2.09% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
774,894
shares
|
$21 Million
1.66% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
754,537
shares
|
$20.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
747,731
shares
|
$20.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
746,769
shares
|
$20.2 Million
7.28% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
740,236
shares
|
$20.1 Million
0.79% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
736,879
shares
|
$20 Million
5.13% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
735,185
shares
|
$19.9 Million
0.52% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
732,531
shares
|
$19.8 Million
4.79% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
731,407
shares
|
$19.8 Million
10.81% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
728,852
shares
|
$19.7 Million
4.67% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
713,093
shares
|
$19.3 Million
6.64% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
712,370
shares
|
$19.3 Million
1.15% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
710,673
shares
|
$19.3 Million
10.64% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
707,556
shares
|
$19.2 Million
1.01% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
707,410
shares
|
$19.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
702,940
shares
|
$19 Million
18.21% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
702,288
shares
|
$19 Million
13.95% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
697,533
shares
|
$18.9 Million
14.79% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
695,335
shares
|
$18.8 Million
4.04% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
689,244
shares
|
$18.7 Million
2.97% of portfolio
|
Q1 2025
Reduced 1.64%
|