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 |
|---|---|---|---|---|---|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
24,830
shares
|
$690,025
0.51% of portfolio
|
Q4 2024
Added 208.87%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
24,696
shares
|
$686,301
0.03% of portfolio
|
Q4 2024
Added 189.11%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
24,636
shares
|
$684,634
0.32% of portfolio
|
Q4 2024
Added 196.39%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
24,619
shares
|
$684,162
0.05% of portfolio
|
Q4 2024
Added 191.07%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
24,558
shares
|
$682,466
0.03% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
24,352
shares
|
$676,742
0.03% of portfolio
|
Q4 2024
Added 210.73%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
24,312
shares
|
$675,630
0.24% of portfolio
|
Q4 2024
Added 214.6%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
24,224
shares
|
$673,184
0.06% of portfolio
|
Q4 2024
Added 237.29%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
24,217
shares
|
$672,990
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
24,151
shares
|
$671,156
0.13% of portfolio
|
Q4 2024
Added 263.83%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
24,140
shares
|
$670,850
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
24,078
shares
|
$669,127
0.45% of portfolio
|
Q4 2024
Added 187.33%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
23,953
shares
|
$665,653
0.19% of portfolio
|
Q4 2024
Added 394.08%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
23,930
shares
|
$665,014
0.36% of portfolio
|
Q4 2024
Added 236.19%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
23,900
shares
|
$664,181
0.1% of portfolio
|
Q4 2024
Added 355.24%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
23,877
shares
|
$663,541
0.01% of portfolio
|
Q4 2024
Added 237.15%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
23,868
shares
|
$663,291
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
23,836
shares
|
$662,402
0.06% of portfolio
|
Q4 2024
Added 577.93%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
23,818
shares
|
$661,902
0.47% of portfolio
|
Q4 2024
Added 201.0%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
23,476
shares
|
$652,398
0.06% of portfolio
|
Q4 2024
Added 351.9%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
23,369
shares
|
$649,424
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
23,347
shares
|
$648,813
0.16% of portfolio
|
Q4 2024
Added 207.0%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
23,228
shares
|
$645,506
0.26% of portfolio
|
Q4 2024
Added 200.96%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
23,219
shares
|
$645,256
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,070
shares
|
$641,115
0.05% of portfolio
|
Q4 2023
Reduced 16.72%
|