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 1,919 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
169,188
shares
|
$4.7 Million
1.15% of portfolio
|
Q4 2024
Added 211.95%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
169,127
shares
|
$4.7 Million
0.97% of portfolio
|
Q4 2024
Added 112.36%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
168,834
shares
|
$4.69 Million
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
168,656
shares
|
$4.69 Million
0.72% of portfolio
|
Q4 2024
Added 195.52%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
168,100
shares
|
$4.67 Million
0.59% of portfolio
|
Q4 2024
Added 218.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
168,054
shares
|
$4.67 Million
1.21% of portfolio
|
Q4 2024
Added 243.94%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
168,033
shares
|
$4.67 Million
1.18% of portfolio
|
Q4 2024
Added 106250.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
166,142
shares
|
$4.62 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
166,017
shares
|
$4.61 Million
3.04% of portfolio
|
Q4 2024
Added 201.18%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
165,729
shares
|
$4.61 Million
2.1% of portfolio
|
Q4 2024
Added 206.3%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
165,512
shares
|
$4.6 Million
0.75% of portfolio
|
Q4 2024
Added 187.17%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
165,219
shares
|
$4.59 Million
3.91% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
164,912
shares
|
$4.58 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
164,909
shares
|
$4.58 Million
1.29% of portfolio
|
Q4 2024
Added 675.17%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
164,860
shares
|
$4.58 Million
2.06% of portfolio
|
Q4 2024
Added 156.82%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
164,797
shares
|
$4.58 Million
1.48% of portfolio
|
Q4 2024
Added 246.04%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
164,378
shares
|
$4.57 Million
1.58% of portfolio
|
Q4 2024
Added 219.47%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
163,121
shares
|
$4.53 Million
1.45% of portfolio
|
Q4 2024
Added 326.87%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
162,888
shares
|
$4.53 Million
0.06% of portfolio
|
Q4 2024
Added 234.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
162,088
shares
|
$4.5 Million
0.22% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
161,656
shares
|
$4.49 Million
1.73% of portfolio
|
Q4 2024
Added 198.94%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
161,629
shares
|
$4.49 Million
2.88% of portfolio
|
Q4 2024
Added 186.86%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
161,159
shares
|
$4.48 Million
1.52% of portfolio
|
Q4 2024
Added 180.89%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
160,778
shares
|
$4.47 Million
0.05% of portfolio
|
Q4 2024
Added 208.34%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
160,765
shares
|
$4.47 Million
0.2% of portfolio
|
Q4 2024
Added 206.45%
|