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 1,998 institutions that hold shares in the stock, with a total of 896 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
294
shares
|
$7,902
0.01% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
270
shares
|
$7,257
0.0% of portfolio
|
Q4 2024
Added 462.5%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
246
shares
|
$6,612
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
219
shares
|
$5,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
214
shares
|
$5,752
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
194
shares
|
$5,214
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
182
shares
|
$4,892
0.01% of portfolio
|
Q3 2024
Reduced 69.87%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
180
shares
|
$4,838
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
174
shares
|
$4,677
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
167
shares
|
$4,488
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
163
shares
|
$4,381
0.0% of portfolio
|
Q4 2024
Added 79.12%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
153
shares
|
$4,112
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$4,032
0.01% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
148
shares
|
$3,978
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
144
shares
|
$3,870
0.0% of portfolio
|
Q4 2024
Reduced 72.68%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
142
shares
|
$3,816
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
141
shares
|
$3,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$3,628
0.0% of portfolio
|
Q1 2024
Reduced 85.36%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
135
shares
|
$3,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$3,575
0.0% of portfolio
|
Q1 2023
Reduced 41.41%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
120
shares
|
$3,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
119
shares
|
$3,198
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
102
shares
|
$2,741
0.0% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
101
shares
|
$2,714
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
100
shares
|
$2,688
0.0% of portfolio
|
Q1 2025
New holding
|