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 1,953 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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
110,055
shares
|
$3.04 Million
0.7% of portfolio
|
Q4 2024
Added 204.9%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
109,690
shares
|
$3.03 Million
0.23% of portfolio
|
Q4 2024
Added 201.22%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
109,649
shares
|
$3.02 Million
1.47% of portfolio
|
Q4 2024
Added 187.49%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
109,236
shares
|
$3.01 Million
0.64% of portfolio
|
Q4 2024
Added 663.41%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
108,790
shares
|
$3 Million
0.19% of portfolio
|
Q4 2024
Added 699.57%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
108,572
shares
|
$2.99 Million
0.7% of portfolio
|
Q4 2024
Added 241.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
108,333
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
107,760
shares
|
$2.97 Million
2.08% of portfolio
|
Q4 2024
Added 204.34%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
107,734
shares
|
$2.97 Million
1.8% of portfolio
|
Q4 2024
Added 248.87%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
107,664
shares
|
$2.97 Million
0.03% of portfolio
|
Q4 2024
Added 224.22%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
107,261
shares
|
$2.96 Million
0.3% of portfolio
|
Q4 2024
Added 202.93%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
106,867
shares
|
$2.95 Million
0.12% of portfolio
|
Q4 2024
Added 213.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
106,573
shares
|
$2.94 Million
0.11% of portfolio
|
Q4 2024
Added 220.4%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
106,446
shares
|
$2.94 Million
1.01% of portfolio
|
Q4 2024
Added 203.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
105,276
shares
|
$2.9 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
105,089
shares
|
$2.9 Million
0.09% of portfolio
|
Q4 2024
Added 404.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
104,522
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
Added 208.52%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
104,342
shares
|
$2.88 Million
1.53% of portfolio
|
Q4 2024
Added 195.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
104,183
shares
|
$2.87 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
104,055
shares
|
$2.87 Million
0.53% of portfolio
|
Q4 2024
Added 221.36%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
103,222
shares
|
$2.85 Million
0.07% of portfolio
|
Q4 2024
Added 230.12%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
103,211
shares
|
$2.85 Million
0.4% of portfolio
|
Q1 2025
Added 76.92%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
103,014
shares
|
$2.84 Million
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
102,452
shares
|
$2.83 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
102,420
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 235.72%
|