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 $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
224,424
shares
|
$6.29 Million
3.59% of portfolio
|
Q4 2024
Added 200.52%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
224,124
shares
|
$6.28 Million
2.34% of portfolio
|
Q4 2024
Added 153.07%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
223,971
shares
|
$6.28 Million
0.39% of portfolio
|
Q4 2024
Added 215.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
223,803
shares
|
$6.27 Million
0.25% of portfolio
|
Q4 2024
Added 286.77%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
223,346
shares
|
$6.26 Million
1.99% of portfolio
|
Q4 2024
Added 261.42%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
223,290
shares
|
$6.26 Million
2.25% of portfolio
|
Q4 2024
Added 175.81%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
223,049
shares
|
$6.25 Million
2.54% of portfolio
|
Q4 2024
Added 202.26%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
222,948
shares
|
$6.25 Million
0.92% of portfolio
|
Q4 2024
Added 4536.06%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
221,584
shares
|
$6.21 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
221,281
shares
|
$6.2 Million
0.33% of portfolio
|
Q4 2024
Added 233.68%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
220,974
shares
|
$6.19 Million
5.53% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
220,012
shares
|
$6.17 Million
54.39% of portfolio
|
Q3 2023
Added 1790.14%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
218,814
shares
|
$6.13 Million
0.72% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
218,320
shares
|
$6.12 Million
0.14% of portfolio
|
Q4 2024
Added 210.8%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
217,555
shares
|
$6.1 Million
0.84% of portfolio
|
Q4 2024
Added 216.95%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
216,604
shares
|
$6.07 Million
0.96% of portfolio
|
Q4 2024
Added 194.07%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
215,101
shares
|
$6.03 Million
0.72% of portfolio
|
Q4 2024
Added 1011.12%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
214,148
shares
|
$6 Million
3.94% of portfolio
|
Q4 2024
Added 202.97%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
212,795
shares
|
$5.96 Million
2.71% of portfolio
|
Q4 2024
Added 198.9%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
212,492
shares
|
$5.96 Million
0.39% of portfolio
|
Q4 2024
Added 196.0%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
210,967
shares
|
$5.91 Million
1.89% of portfolio
|
Q4 2024
Added 217.02%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
210,522
shares
|
$5.9 Million
1.3% of portfolio
|
Q4 2024
Added 220.0%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
210,387
shares
|
$5.9 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
210,058
shares
|
$5.89 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
208,317
shares
|
$5.84 Million
1.77% of portfolio
|
Q4 2024
Added 244.08%
|