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 |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,773
shares
|
$299,381
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
10,770
shares
|
$299,298
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
10,756
shares
|
$298,909
0.02% of portfolio
|
Q4 2024
Added 191.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
10,734
shares
|
$298,297
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
10,711
shares
|
$297,658
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
10,677
shares
|
$296,713
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
10,614
shares
|
$294,963
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
10,563
shares
|
$293,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,554
shares
|
$293,295
0.03% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
10,545
shares
|
$293,045
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,534
shares
|
$292,739
0.02% of portfolio
|
Q4 2024
Added 295.12%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,508
shares
|
$292,017
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
10,500
shares
|
$291,795
0.02% of portfolio
|
Q4 2024
Added 34900.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
10,500
shares
|
$291,795
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
10,488
shares
|
$291,461
0.01% of portfolio
|
Q4 2024
Added 182.54%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
10,470
shares
|
$290,961
0.01% of portfolio
|
Q4 2024
Added 519.89%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,459
shares
|
$290,655
0.02% of portfolio
|
Q4 2024
Added 210.36%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
10,446
shares
|
$290,294
0.02% of portfolio
|
Q4 2024
Added 219.06%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
10,425
shares
|
$289,710
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,386
shares
|
$288,626
0.12% of portfolio
|
Q2 2023
Reduced 6.68%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
10,362
shares
|
$287,959
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,350
shares
|
$287,626
0.05% of portfolio
|
Q4 2024
Added 201.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$287,070
0.02% of portfolio
|
Q4 2024
Added 205.26%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,298
shares
|
$286,181
0.13% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
10,227
shares
|
$284,208
0.09% of portfolio
|
Q4 2024
Added 200.0%
|