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 |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
126,383
shares
|
$3.49 Million
2.12% of portfolio
|
Q4 2024
Added 198.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
126,153
shares
|
$3.48 Million
0.21% of portfolio
|
Q4 2024
Added 110.62%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
126,096
shares
|
$3.48 Million
5.58% of portfolio
|
Q4 2024
Added 194.58%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
125,374
shares
|
$3.46 Million
6.82% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
125,336
shares
|
$3.46 Million
6.91% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
125,159
shares
|
$3.45 Million
0.41% of portfolio
|
Q4 2024
Added 237.74%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
125,098
shares
|
$3.45 Million
1.45% of portfolio
|
Q4 2024
Added 37.29%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
124,709
shares
|
$3.44 Million
1.34% of portfolio
|
Q4 2024
Added 212.8%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
123,712
shares
|
$3.41 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
123,549
shares
|
$3.41 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
123,543
shares
|
$3.41 Million
0.33% of portfolio
|
Q4 2024
Added 195.37%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
123,036
shares
|
$3.39 Million
0.36% of portfolio
|
Q4 2024
Added 207.64%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
122,812
shares
|
$3.39 Million
0.02% of portfolio
|
Q4 2024
Added 191.81%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
122,334
shares
|
$3.37 Million
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
121,944
shares
|
$3.36 Million
0.03% of portfolio
|
Q4 2024
Added 200.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
121,586
shares
|
$3.35 Million
0.0% of portfolio
|
Q4 2024
Added 212.8%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
121,551
shares
|
$3.35 Million
1.43% of portfolio
|
Q4 2024
Added 363.19%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
121,473
shares
|
$3.35 Million
1.53% of portfolio
|
Q4 2024
Added 204.31%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
121,356
shares
|
$3.35 Million
0.55% of portfolio
|
Q4 2024
Added 235.84%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
120,885
shares
|
$3.33 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
120,560
shares
|
$3.33 Million
0.99% of portfolio
|
Q4 2024
Added 198.77%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
120,308
shares
|
$3.32 Million
0.23% of portfolio
|
Q4 2024
Added 192.11%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
120,080
shares
|
$3.31 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
119,959
shares
|
$3.31 Million
0.36% of portfolio
|
Q4 2024
Added 202.27%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
118,810
shares
|
$3.28 Million
2.54% of portfolio
|
Q4 2024
Added 211.7%
|