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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
489,219
shares
|
$13.5 Million
0.48% of portfolio
|
Q4 2024
Added 240.57%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
487,150
shares
|
$13.4 Million
2.31% of portfolio
|
Q4 2024
Added 238.44%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
486,798
shares
|
$13.4 Million
0.98% of portfolio
|
Q4 2024
Added 220.04%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
486,713
shares
|
$13.4 Million
0.34% of portfolio
|
Q4 2024
Added 199.72%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
484,279
shares
|
$13.4 Million
7.84% of portfolio
|
Q4 2024
Added 211.5%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
483,863
shares
|
$13.3 Million
4.44% of portfolio
|
Q4 2024
Added 197.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
483,291
shares
|
$13.3 Million
0.86% of portfolio
|
Q4 2024
Added 198.2%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
481,842
shares
|
$13.3 Million
0.01% of portfolio
|
Q4 2024
Added 182.63%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
480,454
shares
|
$13.3 Million
4.81% of portfolio
|
Q4 2024
Added 181.41%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
477,308
shares
|
$13.2 Million
1.96% of portfolio
|
Q4 2024
Added 236.3%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
474,594
shares
|
$13.1 Million
0.19% of portfolio
|
Q4 2024
Added 225.36%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
474,334
shares
|
$13.1 Million
0.22% of portfolio
|
Q4 2024
Added 264.2%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
473,174
shares
|
$13.1 Million
4.42% of portfolio
|
Q4 2024
Added 194.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
472,724
shares
|
$13 Million
0.18% of portfolio
|
Q4 2024
Added 85.02%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
472,547
shares
|
$13 Million
4.94% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
467,223
shares
|
$12.9 Million
0.78% of portfolio
|
Q4 2024
Added 189.53%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
465,591
shares
|
$12.8 Million
4.01% of portfolio
|
Q4 2024
Added 205.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
460,810
shares
|
$12.7 Million
0.19% of portfolio
|
Q4 2024
Added 245.18%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
456,424
shares
|
$12.6 Million
2.24% of portfolio
|
Q4 2024
Added 236.43%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
454,919
shares
|
$12.5 Million
7.56% of portfolio
|
Q4 2024
Added 212.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
452,467
shares
|
$12.5 Million
0.58% of portfolio
|
Q4 2024
Added 215.85%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
450,103
shares
|
$12.4 Million
8.49% of portfolio
|
Q2 2022
Added 213.5%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
449,105
shares
|
$12.4 Million
6.51% of portfolio
|
Q4 2024
Added 212.22%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
445,494
shares
|
$12.3 Million
4.72% of portfolio
|
Q4 2024
Added 223.2%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
445,456
shares
|
$12.3 Million
0.24% of portfolio
|
Q4 2024
Added 121.21%
|