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 1,952 institutions that hold shares in the stock, with a total of 848 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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
564,980
shares
|
$15.6 Million
0.47% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
562,151
shares
|
$15.5 Million
9.44% of portfolio
|
Q4 2024
Added 180.68%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
561,993
shares
|
$15.5 Million
1.9% of portfolio
|
Q4 2024
Added 208.67%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
561,344
shares
|
$15.5 Million
1.9% of portfolio
|
Q4 2024
Added 221.68%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
560,298
shares
|
$15.5 Million
1.47% of portfolio
|
Q4 2024
Added 202.06%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
558,669
shares
|
$15.4 Million
2.65% of portfolio
|
Q4 2024
Added 192.66%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
555,330
shares
|
$15.3 Million
2.52% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
548,544
shares
|
$15.1 Million
0.48% of portfolio
|
Q4 2024
Added 205.93%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
538,250
shares
|
$14.8 Million
6.96% of portfolio
|
Q4 2024
Added 195.17%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
537,976
shares
|
$14.8 Million
2.46% of portfolio
|
Q4 2024
Added 268.44%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
537,919
shares
|
$14.8 Million
8.45% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
532,642
shares
|
$14.7 Million
0.73% of portfolio
|
Q4 2024
Added 195.32%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
522,380
shares
|
$14.4 Million
7.15% of portfolio
|
Q4 2024
Added 216.59%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
516,402
shares
|
$14.2 Million
12.92% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
515,524
shares
|
$14.2 Million
0.47% of portfolio
|
Q4 2024
Added 153.94%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
511,262
shares
|
$14.1 Million
3.63% of portfolio
|
Q4 2024
Added 209.36%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
510,214
shares
|
$14.1 Million
0.69% of portfolio
|
Q4 2024
Added 202.07%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
508,135
shares
|
$14 Million
3.31% of portfolio
|
Q4 2024
Added 197.86%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
507,977
shares
|
$14 Million
8.38% of portfolio
|
Q4 2024
Added 196.45%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
507,006
shares
|
$14 Million
3.67% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
500,727
shares
|
$13.8 Million
8.39% of portfolio
|
Q4 2024
Added 192.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
493,839
shares
|
$13.6 Million
0.49% of portfolio
|
Q4 2024
Added 755.81%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
491,892
shares
|
$13.6 Million
4.86% of portfolio
|
Q4 2024
Added 206.96%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
490,503
shares
|
$13.5 Million
12.18% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
490,338
shares
|
$13.5 Million
2.9% of portfolio
|
Q4 2024
Added 189.25%
|