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 |
|---|---|---|---|---|---|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
192,539
shares
|
$5.34 Million
3.31% of portfolio
|
Q4 2024
Added 133.53%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
192,381
shares
|
$5.34 Million
4.08% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
192,237
shares
|
$5.33 Million
2.06% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
191,935
shares
|
$5.33 Million
0.78% of portfolio
|
Q4 2024
Added 173.31%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
189,194
shares
|
$5.25 Million
0.2% of portfolio
|
Q4 2024
Added 197.41%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
188,875
shares
|
$5.24 Million
0.23% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
187,235
shares
|
$5.2 Million
0.14% of portfolio
|
Q4 2024
Added 267.75%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
187,024
shares
|
$5.19 Million
1.18% of portfolio
|
Q4 2024
Added 194.54%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
186,708
shares
|
$5.18 Million
3.91% of portfolio
|
Q4 2024
Added 206.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
186,613
shares
|
$5.18 Million
0.13% of portfolio
|
Q4 2024
Added 211.83%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
186,098
shares
|
$5.16 Million
0.02% of portfolio
|
Q4 2024
Added 173.0%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
185,393
shares
|
$5.14 Million
0.86% of portfolio
|
Q4 2024
Added 209.87%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
184,029
shares
|
$5.11 Million
2.15% of portfolio
|
Q4 2024
Added 201.54%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
183,311
shares
|
$5.09 Million
1.33% of portfolio
|
Q4 2024
Added 201.71%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
183,299
shares
|
$5.09 Million
4.71% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
183,006
shares
|
$5.08 Million
0.07% of portfolio
|
Q4 2024
Added 199.89%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
181,813
shares
|
$5.05 Million
0.01% of portfolio
|
Q4 2024
Added 184.25%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
181,630
shares
|
$5.04 Million
2.89% of portfolio
|
Q4 2024
Added 233.65%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
180,316
shares
|
$5 Million
0.1% of portfolio
|
Q4 2024
Added 119.58%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
180,207
shares
|
$5 Million
0.06% of portfolio
|
Q4 2024
Added 199.5%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Feb 13, 2025 Q4 2024 |
180,000
shares
|
$5 Million
1.95% of portfolio
|
Q4 2024
Added 120.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
179,593
shares
|
$4.98 Million
0.16% of portfolio
|
Q4 2024
Added 198.03%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
179,364
shares
|
$4.98 Million
0.27% of portfolio
|
Q4 2024
Added 261.01%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
178,912
shares
|
$4.96 Million
0.81% of portfolio
|
Q4 2024
Added 196.94%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
178,805
shares
|
$4.96 Million
25.13% of portfolio
|
Q4 2023
Reduced 2.19%
|