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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
354,699
shares
|
$9.78 Million
1.82% of portfolio
|
Q4 2024
Added 207.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
353,594
shares
|
$9.75 Million
0.03% of portfolio
|
Q4 2024
Added 238.7%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
353,395
shares
|
$9.75 Million
1.81% of portfolio
|
Q4 2024
Added 181.7%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
353,057
shares
|
$9.74 Million
0.89% of portfolio
|
Q4 2024
Added 215.55%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
351,734
shares
|
$9.7 Million
1.47% of portfolio
|
Q4 2024
Added 199.76%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
350,062
shares
|
$9.65 Million
2.85% of portfolio
|
Q4 2024
Added 206.06%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
346,246
shares
|
$9.55 Million
2.64% of portfolio
|
Q4 2024
Added 239.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
345,972
shares
|
$9.54 Million
0.21% of portfolio
|
Q4 2024
Added 210.72%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
345,864
shares
|
$9.54 Million
0.79% of portfolio
|
Q4 2024
Added 201.47%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
344,670
shares
|
$9.51 Million
0.83% of portfolio
|
Q4 2024
Added 208.61%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
341,665
shares
|
$9.42 Million
7.53% of portfolio
|
Q4 2024
Added 187.14%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
340,460
shares
|
$9.39 Million
7.05% of portfolio
|
Q4 2024
Added 1994.11%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
336,895
shares
|
$9.29 Million
3.72% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
336,090
shares
|
$9.27 Million
0.14% of portfolio
|
Q4 2024
Added 196.04%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
334,940
shares
|
$9.24 Million
7.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
332,771
shares
|
$9.18 Million
1.13% of portfolio
|
Q4 2024
Added 199.63%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
332,422
shares
|
$9.17 Million
8.29% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
331,969
shares
|
$9.16 Million
0.48% of portfolio
|
Q4 2024
Added 201.05%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
330,142
shares
|
$9.11 Million
2.65% of portfolio
|
Q4 2024
Added 216.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
328,384
shares
|
$9.06 Million
0.08% of portfolio
|
Q4 2024
Added 183.48%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
327,211
shares
|
$9.02 Million
7.03% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
327,184
shares
|
$9.02 Million
1.15% of portfolio
|
Q4 2024
Added 237.65%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
327,018
shares
|
$9.02 Million
0.05% of portfolio
|
Q4 2024
Added 222.43%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
321,972
shares
|
$8.88 Million
2.83% of portfolio
|
Q4 2024
Added 217.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
317,820
shares
|
$8.77 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.35%
|