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 |
|---|---|---|---|---|---|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
689,235
shares
|
$19 Million
12.02% of portfolio
|
Q4 2024
Added 198.5%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
664,101
shares
|
$18.3 Million
18.11% of portfolio
|
Q4 2024
Added 202.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
659,633
shares
|
$18.2 Million
0.13% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
658,825
shares
|
$18.2 Million
0.04% of portfolio
|
Q4 2024
Added 168.93%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
655,766
shares
|
$18.1 Million
1.79% of portfolio
|
Q4 2024
Added 188.79%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
643,391
shares
|
$17.7 Million
10.03% of portfolio
|
Q4 2024
Added 220.01%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
635,171
shares
|
$17.5 Million
8.72% of portfolio
|
Q4 2024
Added 208.09%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
633,985
shares
|
$17.5 Million
7.34% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
632,566
shares
|
$17.4 Million
1.41% of portfolio
|
Q4 2024
Added 217.04%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
625,235
shares
|
$17.2 Million
0.39% of portfolio
|
Q4 2024
Added 182.95%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
624,391
shares
|
$17.2 Million
0.61% of portfolio
|
Q4 2024
Added 691.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
613,892
shares
|
$16.9 Million
0.49% of portfolio
|
Q4 2024
Added 197.04%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
607,770
shares
|
$16.8 Million
2.07% of portfolio
|
Q4 2024
Added 202.44%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
603,443
shares
|
$16.6 Million
6.4% of portfolio
|
Q4 2024
Added 209.82%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
600,291
shares
|
$16.6 Million
7.77% of portfolio
|
Q4 2024
Added 212.54%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
599,945
shares
|
$16.5 Million
1.55% of portfolio
|
Q4 2024
Added 253.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
596,753
shares
|
$16.5 Million
0.64% of portfolio
|
Q4 2024
Added 197.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
593,444
shares
|
$16.4 Million
0.29% of portfolio
|
Q4 2024
Added 183.7%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
590,979
shares
|
$16.3 Million
5.73% of portfolio
|
Q4 2024
Added 149.26%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
589,033
shares
|
$16.2 Million
8.24% of portfolio
|
Q4 2024
Added 198.0%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
585,523
shares
|
$16.1 Million
4.23% of portfolio
|
Q4 2024
Added 207.31%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
582,967
shares
|
$16.1 Million
5.91% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
579,966
shares
|
$16 Million
6.76% of portfolio
|
Q4 2024
Added 198.49%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
578,558
shares
|
$16 Million
3.76% of portfolio
|
Q4 2024
Added 203.43%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
576,519
shares
|
$15.9 Million
4.48% of portfolio
|
Q1 2025
Reduced 15.07%
|