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 |
|---|---|---|---|---|---|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
1,307,997
shares
|
$36.1 Million
20.77% of portfolio
|
Q4 2024
Added 238.03%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
1,294,466
shares
|
$35.7 Million
6.47% of portfolio
|
Q4 2024
Added 208.94%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,290,814
shares
|
$35.6 Million
2.56% of portfolio
|
Q3 2022
Added 1379.87%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
1,288,572
shares
|
$35.5 Million
3.26% of portfolio
|
Q4 2024
Added 210.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,283,095
shares
|
$35.4 Million
0.07% of portfolio
|
Q4 2024
Added 183.46%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,258,786
shares
|
$34.7 Million
3.6% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
1,256,921
shares
|
$34.7 Million
12.42% of portfolio
|
Q4 2024
Added 171.22%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
1,246,583
shares
|
$34.4 Million
2.69% of portfolio
|
Q4 2024
Added 213.65%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
1,223,790
shares
|
$33.8 Million
1.74% of portfolio
|
Q4 2024
Added 198.16%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,210,155
shares
|
$33.4 Million
0.09% of portfolio
|
Q4 2024
Added 198.79%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,209,629
shares
|
$33.4 Million
11.87% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
1,208,749
shares
|
$33.3 Million
0.78% of portfolio
|
Q4 2024
Added 209.42%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
1,202,238
shares
|
$33.2 Million
9.02% of portfolio
|
Q4 2024
Added 215.39%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,188,457
shares
|
$32.8 Million
7.39% of portfolio
|
Q4 2024
Added 212.91%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,177,078
shares
|
$32.5 Million
1.01% of portfolio
|
Q4 2024
Added 180.03%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
1,161,204
shares
|
$32 Million
18.66% of portfolio
|
Q4 2024
Added 216.08%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,142,893
shares
|
$31.5 Million
3.93% of portfolio
|
Q4 2024
Added 208.3%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,136,604
shares
|
$31.3 Million
0.82% of portfolio
|
Q4 2024
Added 214.09%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
1,131,282
shares
|
$31.2 Million
11.69% of portfolio
|
Q4 2024
Added 173.6%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,117,507
shares
|
$30.8 Million
3.7% of portfolio
|
Q4 2024
Added 187.07%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,097,264
shares
|
$30.3 Million
3.16% of portfolio
|
Q4 2024
Added 207.77%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,091,745
shares
|
$30.1 Million
0.43% of portfolio
|
Q4 2024
Added 620.6%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
1,089,645
shares
|
$30.1 Million
8.76% of portfolio
|
Q4 2024
Added 213.56%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,083,103
shares
|
$29.9 Million
4.35% of portfolio
|
Q4 2024
Added 201.97%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,080,263
shares
|
$29.8 Million
2.26% of portfolio
|
Q4 2024
Added 214.32%
|