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 1,822 institutions that hold shares in the stock, with a total of 430 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
175
shares
|
$4,870
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
158
shares
|
$4,397
0.37% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
150
shares
|
$4,174
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$4,174
0.01% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
147
shares
|
$4,091
0.0% of portfolio
|
Q4 2024
Added 194.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
142
shares
|
$3,951
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
142
shares
|
$3,951
0.0% of portfolio
|
Q3 2024
Reduced 88.67%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
139
shares
|
$3,868
0.0% of portfolio
|
Q3 2024
Reduced 48.71%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$3,757
0.0% of portfolio
|
Q1 2024
Reduced 85.36%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$3,701
0.0% of portfolio
|
Q1 2023
Reduced 41.41%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
122
shares
|
$3,395
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
120
shares
|
$3,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
120
shares
|
$3,339
0.3% of portfolio
|
Q4 2024
Reduced 99.6%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
119
shares
|
$3,311
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
105
shares
|
$2,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
101
shares
|
$2,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$2,616
0.0% of portfolio
|
Q4 2022
Reduced 51.55%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
91
shares
|
$2,532
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
91
shares
|
$2,532
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
85
shares
|
$2,365
0.0% of portfolio
|
Q4 2024
Added 203.57%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
81
shares
|
$2,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
77
shares
|
$2,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
73
shares
|
$2,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
72
shares
|
$2,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
69
shares
|
$1,920
0.0% of portfolio
|
Q4 2024
Added 200.0%
|