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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
5,365,627
shares
|
$148 Million
46.75% of portfolio
|
Q4 2024
Added 188.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,237,487
shares
|
$144 Million
0.2% of portfolio
|
Q4 2024
Added 219.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,076,341
shares
|
$140 Million
0.01% of portfolio
|
Q4 2024
Added 223.72%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,893,735
shares
|
$135 Million
0.55% of portfolio
|
Q4 2024
Added 260.24%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,872,578
shares
|
$134 Million
18.29% of portfolio
|
Q4 2024
Added 207.29%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,671,268
shares
|
$129 Million
0.74% of portfolio
|
Q4 2024
Added 196.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,394,182
shares
|
$121 Million
0.24% of portfolio
|
Q4 2024
Added 187.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,361,640
shares
|
$120 Million
0.3% of portfolio
|
Q4 2024
Added 33.42%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,333,971
shares
|
$120 Million
0.12% of portfolio
|
Q4 2024
Added 223.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
4,111,044
shares
|
$113 Million
1.56% of portfolio
|
Q4 2024
Added 198.82%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
3,994,453
shares
|
$110 Million
10.39% of portfolio
|
Q4 2024
Added 230.22%
|
|
|
Charles Schwab Trust Bank
Henderson, NV |
Feb 19, 2025 Q4 2024 |
3,955,650
shares
|
$109 Million
100.0% of portfolio
|
Q4 2024
Added 143.23%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
3,827,693
shares
|
$106 Million
0.41% of portfolio
|
Q4 2024
Added 209.49%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,597,636
shares
|
$99.2 Million
12.23% of portfolio
|
Q4 2024
Added 203.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
3,576,526
shares
|
$98.6 Million
0.99% of portfolio
|
Q4 2024
Reduced 94.46%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,543,398
shares
|
$97.7 Million
0.15% of portfolio
|
Q4 2024
Added 207.14%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,487,095
shares
|
$96.2 Million
0.79% of portfolio
|
Q4 2024
Added 209.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,183,816
shares
|
$87.8 Million
3.46% of portfolio
|
Q4 2024
Added 210.41%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,038,718
shares
|
$83.8 Million
0.31% of portfolio
|
Q4 2024
Added 192.69%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,947,348
shares
|
$81.3 Million
1.26% of portfolio
|
Q4 2024
Added 223.13%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
2,932,743
shares
|
$80.9 Million
7.19% of portfolio
|
Q4 2024
Added 259.28%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,836,535
shares
|
$78.2 Million
8.17% of portfolio
|
Q4 2024
Added 187.65%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
2,687,274
shares
|
$74.1 Million
8.85% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
2,640,459
shares
|
$72.8 Million
5.89% of portfolio
|
Q4 2024
Added 216.04%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
2,511,823
shares
|
$69.3 Million
0.29% of portfolio
|
Q4 2024
Added 626.95%
|