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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
37,602
shares
|
$1.04 Million
0.38% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
37,362
shares
|
$1.04 Million
0.6% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
37,109
shares
|
$1.03 Million
0.53% of portfolio
|
Q4 2024
Added 196.82%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
37,095
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Added 190.69%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
36,999
shares
|
$1.03 Million
1.85% of portfolio
|
Q1 2023
Added 12.52%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
36,552
shares
|
$1.02 Million
2.86% of portfolio
|
Q4 2022
Added 64.6%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
36,474
shares
|
$1.01 Million
1.27% of portfolio
|
Q4 2024
Added 249.23%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
36,392
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 191.28%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
36,235
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2024
Added 200.91%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
36,148
shares
|
$1 Million
1.1% of portfolio
|
Q4 2024
Added 211.81%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
36,147
shares
|
$1 Million
0.12% of portfolio
|
Q4 2024
Added 198.22%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
35,893
shares
|
$997,466
0.38% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
35,853
shares
|
$996,354
0.18% of portfolio
|
Q4 2024
Added 186.16%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
35,597
shares
|
$989,240
1.02% of portfolio
|
Q1 2024
Reduced 76.46%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
35,517
shares
|
$987,017
0.28% of portfolio
|
Q4 2024
Added 202.58%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
35,370
shares
|
$982,932
1.71% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
35,361
shares
|
$982,682
0.47% of portfolio
|
Q4 2024
Added 204.94%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
35,233
shares
|
$979,125
0.84% of portfolio
|
Q4 2024
Added 200.49%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
35,190
shares
|
$977,930
0.31% of portfolio
|
Q4 2024
Added 209.96%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
35,088
shares
|
$975,095
0.1% of portfolio
|
Q4 2024
Added 277.17%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
34,867
shares
|
$968,953
0.09% of portfolio
|
Q4 2024
Added 189.86%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
34,838
shares
|
$968,148
0.07% of portfolio
|
Q4 2024
Added 239.72%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
34,770
shares
|
$966,258
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
34,722
shares
|
$964,924
0.1% of portfolio
|
Q4 2024
Added 317.58%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
34,695
shares
|
$964,174
0.09% of portfolio
|
Q4 2024
Added 200.0%
|