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 $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
54,222
shares
|
$1.52 Million
0.23% of portfolio
|
Q4 2024
Added 198.58%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
53,988
shares
|
$1.51 Million
0.13% of portfolio
|
Q4 2024
Added 219.91%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
53,949
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2024
Added 193.86%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
53,487
shares
|
$1.5 Million
0.14% of portfolio
|
Q4 2024
Added 197.36%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
53,375
shares
|
$1.5 Million
0.48% of portfolio
|
Q4 2024
Added 227.19%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
53,215
shares
|
$1.49 Million
1.47% of portfolio
|
Q4 2024
Added 205.04%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
53,213
shares
|
$1.49 Million
0.87% of portfolio
|
Q4 2024
Added 205.94%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
53,068
shares
|
$1.49 Million
1.07% of portfolio
|
Q4 2024
Added 254.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
53,049
shares
|
$1.49 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
52,951
shares
|
$1.48 Million
0.74% of portfolio
|
Q4 2024
Added 203.93%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
52,321
shares
|
$1.47 Million
1.1% of portfolio
|
Q4 2024
Added 144.64%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
51,818
shares
|
$1.45 Million
0.42% of portfolio
|
Q4 2024
Added 217.69%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
51,597
shares
|
$1.45 Million
0.93% of portfolio
|
Q4 2024
Added 197.96%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
51,560
shares
|
$1.45 Million
1.0% of portfolio
|
Q4 2024
Added 239.59%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
51,430
shares
|
$1.44 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
51,395
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2024
Added 202.66%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
51,320
shares
|
$1.44 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
50,976
shares
|
$1.43 Million
0.1% of portfolio
|
Q4 2024
Added 253.24%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
50,868
shares
|
$1.43 Million
0.18% of portfolio
|
Q4 2024
Added 212.05%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
50,843
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Added 237.76%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,364
shares
|
$1.41 Million
0.98% of portfolio
|
Q1 2024
Added 10.56%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
50,240
shares
|
$1.41 Million
0.34% of portfolio
|
Q4 2024
Added 203.38%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
50,179
shares
|
$1.41 Million
0.28% of portfolio
|
Q4 2024
Added 187.21%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
49,991
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
Added 228.26%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
49,908
shares
|
$1.4 Million
0.83% of portfolio
|
Q4 2024
Added 241.48%
|