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 1,945 institutions that hold shares in the stock, with a total of 825 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,359,839
shares
|
$67.2 Million
1.98% of portfolio
|
Q4 2024
Added 179.92%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,298,314
shares
|
$65.4 Million
10.14% of portfolio
|
Q4 2024
Added 195.35%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,217,267
shares
|
$63.1 Million
0.68% of portfolio
|
Q4 2024
Added 259.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,190,631
shares
|
$62.3 Million
0.06% of portfolio
|
Q4 2024
Added 191.14%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,184,978
shares
|
$62.2 Million
23.78% of portfolio
|
Q4 2024
Added 208.96%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,173,729
shares
|
$61.9 Million
2.14% of portfolio
|
Q4 2024
Added 217.13%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,139,147
shares
|
$60.9 Million
0.44% of portfolio
|
Q4 2024
Added 426.87%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
2,136,379
shares
|
$60.8 Million
0.82% of portfolio
|
Q4 2024
Added 236.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,131,110
shares
|
$60.7 Million
0.53% of portfolio
|
Q4 2024
Added 219.9%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,100,813
shares
|
$59.8 Million
0.33% of portfolio
|
Q4 2024
Added 275.52%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
2,021,759
shares
|
$57.5 Million
7.59% of portfolio
|
Q4 2024
Added 207.61%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,017,395
shares
|
$57.4 Million
9.02% of portfolio
|
Q4 2024
Added 200.68%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,945,979
shares
|
$55.4 Million
5.91% of portfolio
|
Q4 2024
Added 216.73%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,908,587
shares
|
$54.3 Million
2.28% of portfolio
|
Q4 2024
Added 201.93%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
1,841,130
shares
|
$52.4 Million
10.27% of portfolio
|
Q4 2024
Added 220.38%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,760,748
shares
|
$50.1 Million
10.74% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,751,195
shares
|
$49.8 Million
12.57% of portfolio
|
Q4 2024
Added 302.76%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,750,141
shares
|
$49.8 Million
3.55% of portfolio
|
Q4 2024
Added 221.59%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,686,234
shares
|
$48 Million
13.17% of portfolio
|
Q4 2024
Added 203.27%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
1,685,510
shares
|
$48 Million
18.12% of portfolio
|
Q4 2024
Added 208.07%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,669,849
shares
|
$47.5 Million
0.26% of portfolio
|
Q4 2024
Added 221.45%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,633,231
shares
|
$46.5 Million
11.02% of portfolio
|
Q4 2024
Added 206.5%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,633,114
shares
|
$46.5 Million
4.34% of portfolio
|
Q4 2024
Added 222.34%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
1,584,366
shares
|
$45.1 Million
21.69% of portfolio
|
Q4 2024
Added 156.98%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
1,581,000
shares
|
$45 Million
1.28% of portfolio
|
Q4 2024
Added 200.0%
|