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 1,951 institutions that hold shares in the stock, with a total of 849 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 Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
445,456
shares
|
$12.3 Million
0.24% of portfolio
|
Q4 2024
Added 121.21%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
444,265
shares
|
$12.3 Million
0.17% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
443,228
shares
|
$12.2 Million
0.03% of portfolio
|
Q4 2024
Added 259.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
442,540
shares
|
$12.2 Million
0.16% of portfolio
|
Q4 2024
Added 223.12%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
441,394
shares
|
$12.2 Million
3.15% of portfolio
|
Q4 2024
Added 234.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
437,184
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Added 172.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
433,699
shares
|
$12 Million
0.45% of portfolio
|
Q4 2024
Added 248.07%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
430,634
shares
|
$11.9 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
429,664
shares
|
$11.9 Million
0.24% of portfolio
|
Q4 2024
Added 211.1%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
429,381
shares
|
$11.8 Million
5.2% of portfolio
|
Q4 2024
Added 188.68%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
428,730
shares
|
$11.8 Million
5.98% of portfolio
|
Q4 2024
Added 245.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
428,403
shares
|
$11.8 Million
1.14% of portfolio
|
Q4 2024
Added 257.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
422,621
shares
|
$11.7 Million
0.25% of portfolio
|
Q4 2024
Added 305.82%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
422,104
shares
|
$11.6 Million
0.8% of portfolio
|
Q4 2024
Added 198.86%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
420,025
shares
|
$11.6 Million
3.94% of portfolio
|
Q4 2024
Added 200.35%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
416,656
shares
|
$11.5 Million
8.43% of portfolio
|
Q4 2024
Added 204.13%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
416,625
shares
|
$11.5 Million
4.66% of portfolio
|
Q4 2024
Added 216.27%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
415,640
shares
|
$11.5 Million
4.63% of portfolio
|
Q4 2024
Added 205.31%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
414,622
shares
|
$11.4 Million
1.24% of portfolio
|
Q4 2024
Added 199.29%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
414,478
shares
|
$11.4 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
413,874
shares
|
$11.4 Million
20.21% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
413,673
shares
|
$11.4 Million
7.59% of portfolio
|
Q4 2024
Added 197.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
407,853
shares
|
$11.2 Million
0.14% of portfolio
|
Q4 2024
Added 258.58%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
407,737
shares
|
$11.2 Million
1.62% of portfolio
|
Q4 2024
Added 169.29%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
406,846
shares
|
$11.2 Million
2.4% of portfolio
|
Q4 2024
Added 212.19%
|