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 |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
29
shares
|
$785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
27
shares
|
$731
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
24
shares
|
$650
0.0% of portfolio
|
Q4 2024
Reduced 93.98%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
21
shares
|
$568
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
21
shares
|
$568
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
15
shares
|
$406
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$216
0.0% of portfolio
|
Q2 2022
Reduced 94.2%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
7
shares
|
$189
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
4
shares
|
$108
0.05% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2
shares
|
$54
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
2
shares
|
$54
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2025
Reduced 99.81%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
1
shares
|
$27
4.09% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|