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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
96,058
shares
|
$2.65 Million
0.57% of portfolio
|
Q4 2024
Added 185.73%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
95,891
shares
|
$2.64 Million
1.32% of portfolio
|
Q4 2024
Added 201.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
95,817
shares
|
$2.64 Million
0.41% of portfolio
|
Q4 2024
Added 209.61%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
95,739
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Added 3057.62%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
94,869
shares
|
$2.62 Million
0.31% of portfolio
|
Q4 2024
Added 204.88%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
94,769
shares
|
$2.61 Million
0.43% of portfolio
|
Q4 2024
Added 190.69%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
94,728
shares
|
$2.61 Million
1.41% of portfolio
|
Q4 2024
Added 190.36%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
94,678
shares
|
$2.61 Million
0.54% of portfolio
|
Q4 2024
Added 204.63%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
94,503
shares
|
$2.61 Million
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
94,024
shares
|
$2.59 Million
1.91% of portfolio
|
Q4 2024
Added 202.17%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
93,995
shares
|
$2.59 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
93,901
shares
|
$2.59 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
93,830
shares
|
$2.59 Million
0.84% of portfolio
|
Q4 2024
Added 204.91%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
93,510
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
93,065
shares
|
$2.57 Million
1.18% of portfolio
|
Q4 2024
Added 268.2%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
93,008
shares
|
$2.57 Million
0.12% of portfolio
|
Q4 2024
Added 186.07%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
92,010
shares
|
$2.54 Million
1.02% of portfolio
|
Q4 2024
Added 176.86%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
91,999
shares
|
$2.54 Million
0.87% of portfolio
|
Q4 2024
Added 197.41%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
91,505
shares
|
$2.52 Million
1.51% of portfolio
|
Q4 2024
Added 233.27%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
91,447
shares
|
$2.52 Million
0.13% of portfolio
|
Q4 2024
Added 251.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
91,259
shares
|
$2.52 Million
0.08% of portfolio
|
Q4 2024
Added 199.25%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
91,223
shares
|
$2.52 Million
0.6% of portfolio
|
Q4 2024
Added 295.49%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
90,965
shares
|
$2.51 Million
0.13% of portfolio
|
Q4 2024
Added 288.59%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
90,668
shares
|
$2.5 Million
3.91% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
90,582
shares
|
$2.5 Million
0.17% of portfolio
|
Q4 2024
Added 212.18%
|