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 1,949 institutions that hold shares in the stock, with a total of 833 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
285,170
shares
|
$7.91 Million
3.89% of portfolio
|
Q4 2024
Added 198.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
283,709
shares
|
$7.87 Million
0.77% of portfolio
|
Q4 2024
Added 117.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
283,444
shares
|
$7.87 Million
0.13% of portfolio
|
Q2 2023
Reduced 77.36%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
282,139
shares
|
$7.83 Million
0.9% of portfolio
|
Q4 2024
Added 267.76%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
282,070
shares
|
$7.83 Million
5.05% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
281,838
shares
|
$7.82 Million
6.25% of portfolio
|
Q4 2024
Added 212.59%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
281,106
shares
|
$7.8 Million
0.25% of portfolio
|
Q4 2024
Added 188.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
280,278
shares
|
$7.78 Million
0.0% of portfolio
|
Q4 2024
Added 1029.79%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
279,479
shares
|
$7.76 Million
5.28% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
278,722
shares
|
$7.73 Million
5.11% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
278,382
shares
|
$7.73 Million
2.44% of portfolio
|
Q4 2024
Added 230.5%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
278,080
shares
|
$7.72 Million
2.81% of portfolio
|
Q4 2024
Added 223.32%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
277,296
shares
|
$7.69 Million
0.86% of portfolio
|
Q4 2024
Added 233.84%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
276,486
shares
|
$7.67 Million
3.95% of portfolio
|
Q4 2024
Added 224.58%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
276,316
shares
|
$7.67 Million
3.81% of portfolio
|
Q4 2024
Added 205.24%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
275,169
shares
|
$7.64 Million
0.07% of portfolio
|
Q4 2024
Added 89.78%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
271,096
shares
|
$7.52 Million
4.95% of portfolio
|
Q4 2024
Added 177.59%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
270,934
shares
|
$7.52 Million
1.07% of portfolio
|
Q4 2024
Added 199.41%
|
|
|
Alpha Omega Group, Inc.
|
Feb 07, 2025 Q4 2024 |
269,389
shares
|
$7.48 Million
8.8% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
268,819
shares
|
$7.46 Million
4.96% of portfolio
|
Q4 2024
Added 205.85%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
266,676
shares
|
$7.4 Million
5.66% of portfolio
|
Q4 2024
Added 155.04%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
265,572
shares
|
$7.37 Million
0.08% of portfolio
|
Q4 2024
Added 165.34%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
265,227
shares
|
$7.36 Million
2.54% of portfolio
|
Q4 2024
Added 201.02%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
264,028
shares
|
$7.33 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
262,236
shares
|
$7.28 Million
2.13% of portfolio
|
Q4 2024
Added 219.3%
|