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 1,919 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
44,176
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2024
Added 201.58%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
43,875
shares
|
$1.22 Million
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
43,824
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 1735.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,797
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
43,752
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Added 232.87%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
42,891
shares
|
$1.19 Million
0.64% of portfolio
|
Q4 2024
Added 360.4%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
42,630
shares
|
$1.18 Million
2.47% of portfolio
|
Q2 2022
Added 2.3%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
42,373
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 211.47%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
42,362
shares
|
$1.18 Million
0.26% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
42,223
shares
|
$1.17 Million
0.24% of portfolio
|
Q4 2024
Added 220.14%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
42,163
shares
|
$1.17 Million
0.25% of portfolio
|
Q4 2024
Added 937.48%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
42,137
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 211.32%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
42,050
shares
|
$1.17 Million
1.77% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
41,868
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Added 201.21%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
41,253
shares
|
$1.15 Million
0.21% of portfolio
|
Q4 2024
Added 222.77%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
41,186
shares
|
$1.14 Million
0.24% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
41,124
shares
|
$1.14 Million
0.51% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
40,932
shares
|
$1.14 Million
0.52% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
40,890
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Added 265.61%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
40,821
shares
|
$1.13 Million
1.09% of portfolio
|
Q4 2024
Added 217.2%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
40,761
shares
|
$1.13 Million
0.62% of portfolio
|
Q4 2024
Added 191.84%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
40,692
shares
|
$1.13 Million
0.22% of portfolio
|
Q4 2024
Added 189.15%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
40,689
shares
|
$1.13 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,667
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
40,659
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2024
Added 521.98%
|