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 |
|---|---|---|---|---|---|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
176,862
shares
|
$4.96 Million
4.29% of portfolio
|
Q4 2024
Added 185.26%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
175,064
shares
|
$4.91 Million
0.19% of portfolio
|
Q4 2024
Added 207.02%
|
|
|
Berkeley, Inc
Boise, ID |
Mar 05, 2025 Q4 2024 |
174,825
shares
|
$4.9 Million
2.47% of portfolio
|
Q4 2024
Added 208.56%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
174,018
shares
|
$4.88 Million
0.01% of portfolio
|
Q4 2024
Added 1248.35%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
173,627
shares
|
$4.87 Million
0.15% of portfolio
|
Q4 2024
Added 198.63%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
172,188
shares
|
$4.83 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
171,429
shares
|
$4.81 Million
2.93% of portfolio
|
Q4 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
170,504
shares
|
$4.78 Million
2.08% of portfolio
|
Q4 2024
Added 498.18%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
170,461
shares
|
$4.78 Million
0.96% of portfolio
|
Q4 2024
Added 196.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
169,673
shares
|
$4.76 Million
0.23% of portfolio
|
Q4 2024
Added 372.78%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
169,188
shares
|
$4.74 Million
1.15% of portfolio
|
Q4 2024
Added 211.95%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
169,127
shares
|
$4.74 Million
0.97% of portfolio
|
Q4 2024
Added 112.36%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
168,834
shares
|
$4.73 Million
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
168,656
shares
|
$4.73 Million
0.72% of portfolio
|
Q4 2024
Added 195.52%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
168,100
shares
|
$4.71 Million
0.59% of portfolio
|
Q4 2024
Added 218.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
168,054
shares
|
$4.71 Million
1.21% of portfolio
|
Q4 2024
Added 243.94%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
168,033
shares
|
$4.71 Million
1.18% of portfolio
|
Q4 2024
Added 106250.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
166,142
shares
|
$4.66 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
166,017
shares
|
$4.65 Million
3.04% of portfolio
|
Q4 2024
Added 201.18%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
165,729
shares
|
$4.65 Million
2.1% of portfolio
|
Q4 2024
Added 206.3%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
165,512
shares
|
$4.64 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
|
$4.63 Million
3.91% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
164,912
shares
|
$4.62 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
164,909
shares
|
$4.62 Million
1.29% of portfolio
|
Q4 2024
Added 675.17%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
164,860
shares
|
$4.62 Million
2.06% of portfolio
|
Q4 2024
Added 156.82%
|