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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
1,074,033
shares
|
$30.6 Million
1.43% of portfolio
|
Q4 2024
Added 221.36%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,073,750
shares
|
$30.6 Million
7.13% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,073,658
shares
|
$30.6 Million
0.08% of portfolio
|
Q4 2024
Added 221.06%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
1,068,635
shares
|
$30.4 Million
5.33% of portfolio
|
Q4 2024
Added 208.43%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,061,816
shares
|
$30.2 Million
9.47% of portfolio
|
Q4 2024
Added 188.81%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
1,058,927
shares
|
$30.1 Million
10.53% of portfolio
|
Q4 2024
Added 184.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,055,254
shares
|
$30 Million
0.42% of portfolio
|
Q4 2024
Added 208.78%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
1,052,897
shares
|
$30 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,052,525
shares
|
$30 Million
14.99% of portfolio
|
Q4 2024
Added 272.68%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,042,402
shares
|
$29.7 Million
2.7% of portfolio
|
Q4 2024
Added 214.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,037,731
shares
|
$29.5 Million
0.08% of portfolio
|
Q4 2024
Added 204.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
1,034,080
shares
|
$29.4 Million
2.57% of portfolio
|
Q4 2024
Added 311.1%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,031,124
shares
|
$29.3 Million
9.79% of portfolio
|
Q4 2024
Added 207.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,005,987
shares
|
$28.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 32.35%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,002,360
shares
|
$28.5 Million
0.5% of portfolio
|
Q4 2024
Added 164.45%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
980,424
shares
|
$27.9 Million
22.09% of portfolio
|
Q4 2024
Added 199.14%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
968,987
shares
|
$27.6 Million
2.95% of portfolio
|
Q4 2024
Added 202.23%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
953,962
shares
|
$27.1 Million
9.82% of portfolio
|
Q4 2024
Added 208.54%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
953,822
shares
|
$27.1 Million
3.78% of portfolio
|
Q4 2024
Added 216.01%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
948,172
shares
|
$27 Million
10.2% of portfolio
|
Q4 2024
Added 226.85%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
945,642
shares
|
$26.9 Million
0.12% of portfolio
|
Q4 2024
Added 217.61%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
931,020
shares
|
$26.5 Million
0.26% of portfolio
|
Q4 2024
Added 232.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
927,418
shares
|
$26.4 Million
0.16% of portfolio
|
Q4 2024
Added 111.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
924,802
shares
|
$26.3 Million
0.16% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
924,282
shares
|
$26.3 Million
0.37% of portfolio
|
Q4 2024
Added 252.39%
|