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 1,955 institutions that hold shares in the stock, with a total of 850 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
12,176
shares
|
$335,814
0.46% of portfolio
|
Q2 2023
Reduced 50.77%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
12,151
shares
|
$335,124
0.16% of portfolio
|
Q1 2025
Reduced 45.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
12,150
shares
|
$335,097
0.0% of portfolio
|
Q4 2024
Added 291.94%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
12,114
shares
|
$334,104
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
12,087
shares
|
$333,359
0.14% of portfolio
|
Q4 2024
Added 166.76%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
12,056
shares
|
$332,504
0.06% of portfolio
|
Q4 2024
Added 87.35%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
11,988
shares
|
$330,629
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,962
shares
|
$329,911
0.01% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,919
shares
|
$328,726
0.0% of portfolio
|
Q2 2023
Added 23.17%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
11,908
shares
|
$328,422
0.1% of portfolio
|
Q1 2023
Reduced 62.23%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
11,866
shares
|
$327,264
0.07% of portfolio
|
Q4 2024
Added 202.94%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
11,861
shares
|
$327,126
0.08% of portfolio
|
Q4 2024
Added 250.09%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
11,851
shares
|
$326,850
0.1% of portfolio
|
Q4 2024
Added 199.57%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,851
shares
|
$326,850
0.56% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
11,787
shares
|
$325,085
0.19% of portfolio
|
Q4 2024
Added 201.69%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
11,780
shares
|
$324,892
0.05% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
11,756
shares
|
$324,230
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,738
shares
|
$323,734
0.08% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,667
shares
|
$321,775
0.01% of portfolio
|
Q4 2024
Added 132.78%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,618
shares
|
$320,424
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
11,610
shares
|
$320,203
0.03% of portfolio
|
Q4 2024
Added 362.37%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
11,580
shares
|
$319,376
0.51% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
11,533
shares
|
$318,080
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
11,524
shares
|
$317,831
0.21% of portfolio
|
Q4 2024
Added 195.26%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
11,500
shares
|
$317,170
0.15% of portfolio
|
Q4 2024
Added 283.33%
|