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 1,952 institutions that hold shares in the stock, with a total of 848 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 |
|---|---|---|---|---|---|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
1,581,000
shares
|
$43.6 Million
1.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,572,774
shares
|
$43.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,572,410
shares
|
$43.4 Million
1.08% of portfolio
|
Q4 2024
Added 173.8%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,568,525
shares
|
$43.3 Million
3.6% of portfolio
|
Q4 2024
Added 206.64%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
1,542,139
shares
|
$42.5 Million
17.22% of portfolio
|
Q4 2024
Added 201.14%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,533,215
shares
|
$42.3 Million
14.34% of portfolio
|
Q4 2024
Added 204.63%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,485,598
shares
|
$41 Million
0.69% of portfolio
|
Q4 2024
Added 221.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,482,320
shares
|
$40.9 Million
0.4% of portfolio
|
Q4 2024
Added 215.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
1,479,271
shares
|
$40.8 Million
0.64% of portfolio
|
Q4 2024
Added 217.77%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
1,478,079
shares
|
$40.8 Million
10.34% of portfolio
|
Q4 2024
Added 259.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,460,444
shares
|
$40.3 Million
0.73% of portfolio
|
Q4 2024
Added 1021.06%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,460,303
shares
|
$40.3 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,455,007
shares
|
$40.1 Million
0.04% of portfolio
|
Q4 2024
Added 471.98%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,454,946
shares
|
$40.1 Million
7.99% of portfolio
|
Q4 2024
Added 204.77%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,445,156
shares
|
$39.9 Million
10.79% of portfolio
|
Q4 2024
Added 212.06%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,437,279
shares
|
$39.6 Million
0.4% of portfolio
|
Q4 2024
Added 198.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,437,053
shares
|
$39.6 Million
0.1% of portfolio
|
Q4 2024
Added 62.04%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,417,933
shares
|
$39.1 Million
0.12% of portfolio
|
Q4 2024
Added 260.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
1,411,442
shares
|
$38.9 Million
0.43% of portfolio
|
Q4 2024
Added 206.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,409,906
shares
|
$38.9 Million
1.1% of portfolio
|
Q4 2024
Added 213.51%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
1,397,211
shares
|
$38.5 Million
24.28% of portfolio
|
Q4 2024
Added 203.24%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,390,683
shares
|
$38.4 Million
0.52% of portfolio
|
Q4 2024
Added 8161.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,364,911
shares
|
$37.6 Million
0.43% of portfolio
|
Q4 2024
Added 201.37%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
1,312,557
shares
|
$36.2 Million
2.39% of portfolio
|
Q4 2024
Added 229.65%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
1,311,918
shares
|
$36.2 Million
9.27% of portfolio
|
Q4 2024
Added 222.11%
|