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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
924,282
shares
|
$25.5 Million
0.37% of portfolio
|
Q4 2024
Added 252.39%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
916,153
shares
|
$25.3 Million
7.78% of portfolio
|
Q4 2024
Added 228.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
907,541
shares
|
$25 Million
0.81% of portfolio
|
Q4 2024
Added 205.98%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
901,966
shares
|
$24.9 Million
13.32% of portfolio
|
Q4 2024
Added 181.44%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
900,926
shares
|
$24.8 Million
5.64% of portfolio
|
Q4 2024
Added 207.97%
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
885,426
shares
|
$24.4 Million
19.91% of portfolio
|
Q4 2024
Added 189.96%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
884,707
shares
|
$24.4 Million
9.48% of portfolio
|
Q4 2024
Added 214.03%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
881,329
shares
|
$24.3 Million
1.54% of portfolio
|
Q4 2024
Added 290.51%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
876,556
shares
|
$24.2 Million
0.23% of portfolio
|
Q4 2024
Added 237.18%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
874,273
shares
|
$24.1 Million
3.61% of portfolio
|
Q4 2024
Added 205.26%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
865,387
shares
|
$23.9 Million
8.72% of portfolio
|
Q4 2024
Added 182.44%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
862,365
shares
|
$23.8 Million
9.5% of portfolio
|
Q4 2024
Added 204.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
851,307
shares
|
$23.5 Million
0.57% of portfolio
|
Q4 2024
Added 229.11%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
845,129
shares
|
$23.3 Million
2.38% of portfolio
|
Q4 2024
Added 197.89%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
840,184
shares
|
$23.2 Million
23.62% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
838,701
shares
|
$23.1 Million
4.19% of portfolio
|
Q4 2024
Added 205.85%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Mar 06, 2025 Q4 2024 |
824,871
shares
|
$22.7 Million
12.21% of portfolio
|
Q4 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
822,539
shares
|
$22.7 Million
0.53% of portfolio
|
Q4 2024
Added 188.91%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
816,753
shares
|
$22.5 Million
0.62% of portfolio
|
Q4 2024
Added 205.76%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
815,641
shares
|
$22.5 Million
0.53% of portfolio
|
Q4 2024
Added 192.77%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
815,026
shares
|
$22.5 Million
6.49% of portfolio
|
Q4 2024
Added 238.58%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
805,876
shares
|
$22.2 Million
5.7% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Demars Financial Group, LLC
|
Feb 13, 2025 Q4 2024 |
805,148
shares
|
$22.2 Million
0.95% of portfolio
|
Q4 2024
Added 7808.34%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
801,757
shares
|
$22.1 Million
5.88% of portfolio
|
Q4 2024
Added 220.68%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
796,438
shares
|
$22 Million
0.27% of portfolio
|
Q4 2024
Added 207.56%
|