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 |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
402,972
shares
|
$11.1 Million
1.67% of portfolio
|
Q4 2024
Added 197.96%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
401,365
shares
|
$11.1 Million
0.66% of portfolio
|
Q4 2024
Added 225.01%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
396,869
shares
|
$10.9 Million
6.13% of portfolio
|
Q4 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
395,524
shares
|
$10.9 Million
7.09% of portfolio
|
Q4 2024
Added 192.29%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
394,157
shares
|
$10.9 Million
2.77% of portfolio
|
Q4 2024
Added 211.1%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
393,304
shares
|
$10.8 Million
0.75% of portfolio
|
Q4 2024
Added 216.1%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
389,900
shares
|
$10.8 Million
6.12% of portfolio
|
Q4 2024
Added 202.37%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
386,146
shares
|
$10.6 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
382,968
shares
|
$10.6 Million
0.97% of portfolio
|
Q4 2024
Added 214.89%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
379,264
shares
|
$10.5 Million
5.75% of portfolio
|
Q4 2024
Added 216.19%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
376,714
shares
|
$10.4 Million
4.49% of portfolio
|
Q4 2024
Added 200.23%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
376,106
shares
|
$10.4 Million
4.55% of portfolio
|
Q4 2024
Added 200.86%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
375,023
shares
|
$10.3 Million
8.1% of portfolio
|
Q4 2024
Added 209.28%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
370,610
shares
|
$10.2 Million
6.82% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
369,688
shares
|
$10.2 Million
0.41% of portfolio
|
Q4 2024
Added 191.92%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
365,881
shares
|
$10.1 Million
10.95% of portfolio
|
Q4 2024
Added 134.22%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
361,083
shares
|
$9.96 Million
10.61% of portfolio
|
Q4 2024
Added 207.52%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
360,761
shares
|
$9.95 Million
0.06% of portfolio
|
Q4 2024
Added 203.16%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
360,170
shares
|
$9.93 Million
1.2% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
358,544
shares
|
$9.89 Million
0.35% of portfolio
|
Q4 2024
Added 1324.55%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
358,527
shares
|
$9.89 Million
6.76% of portfolio
|
Q4 2024
Added 195.8%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
357,740
shares
|
$9.87 Million
4.29% of portfolio
|
Q4 2024
Added 214.29%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
356,406
shares
|
$9.83 Million
3.87% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
355,841
shares
|
$9.81 Million
1.69% of portfolio
|
Q4 2024
Added 142.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
355,039
shares
|
$9.79 Million
0.75% of portfolio
|
Q4 2024
Added 75.03%
|