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 1,949 institutions that hold shares in the stock, with a total of 833 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 |
|---|---|---|---|---|---|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
8,102
shares
|
$227,099
0.13% of portfolio
|
Q4 2024
Added 181.71%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
8,100
shares
|
$227,043
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
8,027
shares
|
$224,996
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
8,016
shares
|
$224,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
7,992
shares
|
$224,015
0.05% of portfolio
|
Q4 2024
Reduced 29.8%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,985
shares
|
$223,819
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
7,938
shares
|
$222,502
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
7,935
shares
|
$222,418
0.11% of portfolio
|
Q4 2024
Added 198.31%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
7,935
shares
|
$222,418
0.06% of portfolio
|
Q4 2024
Added 211.79%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
7,905
shares
|
$221,577
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
7,890
shares
|
$221,156
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
7,875
shares
|
$220,736
0.18% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
7,874
shares
|
$220,708
0.17% of portfolio
|
Q4 2024
Added 250.11%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
7,859
shares
|
$220,287
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,844
shares
|
$219,867
0.29% of portfolio
|
Q1 2023
Reduced 47.19%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,795
shares
|
$218,493
0.01% of portfolio
|
Q4 2024
Added 202.72%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,772
shares
|
$217,849
0.53% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
7,769
shares
|
$217,765
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
7,755
shares
|
$217,372
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
7,749
shares
|
$217,204
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
7,715
shares
|
$216,251
0.08% of portfolio
|
Q4 2024
Added 199.96%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
7,714
shares
|
$216,223
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
7,707
shares
|
$216,027
0.59% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
7,653
shares
|
$214,513
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
7,633
shares
|
$213,952
0.16% of portfolio
|
Q4 2024
Added 202.54%
|