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 1,951 institutions that hold shares in the stock, with a total of 849 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 |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
164,912
shares
|
$4.55 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
164,909
shares
|
$4.55 Million
1.29% of portfolio
|
Q4 2024
Added 675.17%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
164,860
shares
|
$4.55 Million
2.06% of portfolio
|
Q4 2024
Added 156.82%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
164,797
shares
|
$4.55 Million
1.48% of portfolio
|
Q4 2024
Added 246.04%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
164,378
shares
|
$4.53 Million
1.58% of portfolio
|
Q4 2024
Added 219.47%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
163,121
shares
|
$4.5 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
|
$4.49 Million
0.06% of portfolio
|
Q4 2024
Added 234.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
162,088
shares
|
$4.47 Million
0.22% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
161,656
shares
|
$4.46 Million
1.73% of portfolio
|
Q4 2024
Added 198.94%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
161,629
shares
|
$4.46 Million
2.88% of portfolio
|
Q4 2024
Added 186.86%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
161,159
shares
|
$4.44 Million
1.52% of portfolio
|
Q4 2024
Added 180.89%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
160,778
shares
|
$4.43 Million
0.05% of portfolio
|
Q4 2024
Added 208.34%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
160,765
shares
|
$4.43 Million
0.2% of portfolio
|
Q4 2024
Added 206.45%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
159,768
shares
|
$4.41 Million
0.12% of portfolio
|
Q4 2024
Added 196.29%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
158,976
shares
|
$4.38 Million
2.26% of portfolio
|
Q4 2024
Added 207.32%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
157,299
shares
|
$4.34 Million
2.55% of portfolio
|
Q4 2024
Added 193.95%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
155,006
shares
|
$4.28 Million
0.44% of portfolio
|
Q4 2024
Added 285.74%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
154,792
shares
|
$4.27 Million
4.45% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
154,097
shares
|
$4.25 Million
0.78% of portfolio
|
Q4 2024
Added 204.4%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
153,528
shares
|
$4.23 Million
0.97% of portfolio
|
Q4 2024
Added 204.15%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
152,197
shares
|
$4.2 Million
3.59% of portfolio
|
Q4 2024
Added 220.68%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
152,125
shares
|
$4.2 Million
0.36% of portfolio
|
Q4 2024
Added 222.38%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
151,749
shares
|
$4.19 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Mar 14, 2025 Q4 2024 |
151,252
shares
|
$4.17 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
150,921
shares
|
$4.16 Million
0.13% of portfolio
|
Q4 2024
Added 326.7%
|