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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
93
shares
|
$2,584
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
91
shares
|
$2,528
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
85
shares
|
$2,362
0.0% of portfolio
|
Q4 2024
Added 203.57%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
81
shares
|
$2,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
77
shares
|
$2,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
73
shares
|
$2,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
72
shares
|
$2,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
69
shares
|
$1,917
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
64
shares
|
$1,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
62
shares
|
$1,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
60
shares
|
$1,667
0.0% of portfolio
|
Q3 2024
Reduced 85.88%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
54
shares
|
$1,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
50
shares
|
$1,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$1,333
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
45
shares
|
$1,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
45
shares
|
$1,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
44
shares
|
$1,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
39
shares
|
$1,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$1,000
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
36
shares
|
$1,000
0.0% of portfolio
|
Q4 2024
Added 89.47%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
24
shares
|
$666
0.0% of portfolio
|
Q4 2024
Reduced 93.98%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
24
shares
|
$666
0.0% of portfolio
|
Q4 2024
Reduced 93.98%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
21
shares
|
$583
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
21
shares
|
$583
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
15
shares
|
$416
0.0% of portfolio
|
Q4 2024
Added 200.0%
|