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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
207,852
shares
|
$5.83 Million
0.45% of portfolio
|
Q4 2024
Added 205.41%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
207,340
shares
|
$5.81 Million
2.04% of portfolio
|
Q4 2024
Added 267.1%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
206,821
shares
|
$5.8 Million
1.47% of portfolio
|
Q4 2024
Added 191.94%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
206,821
shares
|
$5.8 Million
0.9% of portfolio
|
Q4 2024
Added 191.94%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
206,440
shares
|
$5.79 Million
1.84% of portfolio
|
Q4 2024
Added 293.43%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
205,951
shares
|
$5.77 Million
5.13% of portfolio
|
Q4 2024
Added 297.78%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
205,750
shares
|
$5.77 Million
0.11% of portfolio
|
Q4 2024
Added 183.02%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
205,747
shares
|
$5.77 Million
0.01% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
204,932
shares
|
$5.74 Million
4.15% of portfolio
|
Q4 2024
Added 213.5%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
203,445
shares
|
$5.7 Million
0.05% of portfolio
|
Q4 2024
Added 311.0%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
203,049
shares
|
$5.69 Million
2.37% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
202,155
shares
|
$5.67 Million
0.95% of portfolio
|
Q4 2024
Added 209.27%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
200,934
shares
|
$5.63 Million
0.19% of portfolio
|
Q4 2024
Added 190.33%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
200,667
shares
|
$5.62 Million
1.1% of portfolio
|
Q4 2024
Added 205.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200,008
shares
|
$5.61 Million
0.56% of portfolio
|
Q2 2020
Added 0.23%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
198,687
shares
|
$5.57 Million
0.85% of portfolio
|
Q2 2024
Reduced 69.8%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
198,323
shares
|
$5.56 Million
3.73% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
197,642
shares
|
$5.54 Million
0.3% of portfolio
|
Q4 2024
Added 212.98%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
197,499
shares
|
$5.54 Million
1.04% of portfolio
|
Q4 2024
Added 188.95%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
196,532
shares
|
$5.51 Million
1.53% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
196,194
shares
|
$5.5 Million
0.09% of portfolio
|
Q4 2024
Added 203.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
196,138
shares
|
$5.5 Million
0.05% of portfolio
|
Q4 2024
Added 210.96%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
195,590
shares
|
$5.48 Million
2.78% of portfolio
|
Q4 2024
Added 202.79%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
195,214
shares
|
$5.47 Million
0.35% of portfolio
|
Q4 2024
Added 200.95%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
192,865
shares
|
$5.41 Million
0.3% of portfolio
|
Q4 2024
Added 316.2%
|