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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
140,532
shares
|
$3.88 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
140,393
shares
|
$3.87 Million
0.18% of portfolio
|
Q4 2024
Added 259.07%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
138,128
shares
|
$3.81 Million
0.74% of portfolio
|
Q4 2024
Added 194.0%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
136,952
shares
|
$3.78 Million
0.13% of portfolio
|
Q4 2024
Added 209.13%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
135,118
shares
|
$3.73 Million
2.59% of portfolio
|
Q4 2024
Added 199.37%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
134,415
shares
|
$3.71 Million
0.0% of portfolio
|
Q4 2024
Added 199.2%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
133,800
shares
|
$3.69 Million
0.44% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
133,003
shares
|
$3.67 Million
3.78% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
132,107
shares
|
$3.64 Million
0.68% of portfolio
|
Q4 2024
Added 208.19%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
131,939
shares
|
$3.64 Million
0.34% of portfolio
|
Q4 2024
Added 196.09%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
131,042
shares
|
$3.61 Million
2.74% of portfolio
|
Q4 2024
Added 196.0%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
130,610
shares
|
$3.6 Million
0.55% of portfolio
|
Q4 2024
Added 232.06%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
130,374
shares
|
$3.6 Million
0.12% of portfolio
|
Q4 2024
Added 191.03%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
130,320
shares
|
$3.59 Million
0.22% of portfolio
|
Q4 2024
Added 204.88%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
130,267
shares
|
$3.59 Million
0.63% of portfolio
|
Q4 2024
Added 205.03%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
130,147
shares
|
$3.59 Million
1.17% of portfolio
|
Q4 2024
Added 200.57%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
130,146
shares
|
$3.59 Million
2.97% of portfolio
|
Q4 2024
Added 212.94%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
129,863
shares
|
$3.58 Million
1.61% of portfolio
|
Q4 2024
Added 208.83%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
129,200
shares
|
$3.56 Million
1.07% of portfolio
|
Q2 2023
Reduced 2.69%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
128,945
shares
|
$3.56 Million
1.03% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
128,804
shares
|
$3.55 Million
0.65% of portfolio
|
Q4 2024
Added 225.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
128,727
shares
|
$3.55 Million
0.36% of portfolio
|
Q4 2024
Added 210.54%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
128,601
shares
|
$3.55 Million
0.74% of portfolio
|
Q4 2024
Added 171.84%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
128,377
shares
|
$3.54 Million
0.41% of portfolio
|
Q4 2024
Added 211.41%
|
|
|
Members Wealth LLC
Media, PA |
Mar 17, 2025 Q4 2024 |
128,225
shares
|
$3.54 Million
2.65% of portfolio
|
Q4 2024
New holding
|