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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
101,816
shares
|
$2.81 Million
0.48% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
101,386
shares
|
$2.8 Million
0.55% of portfolio
|
Q4 2024
Added 194.25%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
101,092
shares
|
$2.79 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
100,953
shares
|
$2.78 Million
0.58% of portfolio
|
Q4 2024
Added 206.41%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
100,761
shares
|
$2.78 Million
1.21% of portfolio
|
Q4 2024
Added 202.4%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
100,193
shares
|
$2.76 Million
4.19% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
100,144
shares
|
$2.76 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
100,068
shares
|
$2.76 Million
2.19% of portfolio
|
Q4 2024
Added 217.5%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
100,023
shares
|
$2.76 Million
1.77% of portfolio
|
Q4 2022
Added 13.77%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
99,925
shares
|
$2.76 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
99,603
shares
|
$2.75 Million
0.42% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
99,273
shares
|
$2.74 Million
0.02% of portfolio
|
Q4 2024
Added 183.38%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
99,255
shares
|
$2.74 Million
1.95% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
99,050
shares
|
$2.73 Million
0.2% of portfolio
|
Q4 2024
Added 252.19%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
98,424
shares
|
$2.71 Million
1.97% of portfolio
|
Q4 2024
Added 198.29%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
98,088
shares
|
$2.71 Million
0.15% of portfolio
|
Q4 2024
Added 6236.43%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
98,005
shares
|
$2.7 Million
0.81% of portfolio
|
Q4 2024
Added 192.81%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
97,438
shares
|
$2.69 Million
0.3% of portfolio
|
Q4 2024
Added 2497.65%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
97,342
shares
|
$2.68 Million
0.01% of portfolio
|
Q4 2024
Added 214.6%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
97,310
shares
|
$2.68 Million
0.91% of portfolio
|
Q4 2024
Added 206.93%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
96,871
shares
|
$2.67 Million
0.02% of portfolio
|
Q4 2024
Added 189.5%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
96,809
shares
|
$2.67 Million
0.27% of portfolio
|
Q4 2024
Added 229.28%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
96,606
shares
|
$2.66 Million
1.24% of portfolio
|
Q4 2024
Added 203.15%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
96,589
shares
|
$2.66 Million
0.14% of portfolio
|
Q4 2024
Added 181.96%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
96,300
shares
|
$2.66 Million
5.74% of portfolio
|
Q4 2023
New holding
|