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 1,949 institutions that hold shares in the stock, with a total of 833 Million shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
790,289
shares
|
$22.1 Million
2.05% of portfolio
|
Q4 2024
Added 195.89%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
788,881
shares
|
$22 Million
3.87% of portfolio
|
Q4 2024
Added 161.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
783,827
shares
|
$21.9 Million
1.64% of portfolio
|
Q4 2024
Added 229.33%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
783,068
shares
|
$21.9 Million
1.9% of portfolio
|
Q4 2024
Added 226.33%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
776,613
shares
|
$21.7 Million
5.9% of portfolio
|
Q4 2024
Added 197.87%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
767,433
shares
|
$21.4 Million
6.39% of portfolio
|
Q4 2024
Added 249.97%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
758,852
shares
|
$21.2 Million
1.96% of portfolio
|
Q4 2024
Added 201.2%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
758,594
shares
|
$21.2 Million
0.24% of portfolio
|
Q4 2024
Added 188.46%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
757,198
shares
|
$21.1 Million
15.77% of portfolio
|
Q4 2024
Added 213.25%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
752,814
shares
|
$21 Million
0.71% of portfolio
|
Q4 2024
Added 229.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
750,119
shares
|
$20.9 Million
0.6% of portfolio
|
Q4 2024
Added 209.53%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
740,486
shares
|
$20.7 Million
16.42% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
739,374
shares
|
$20.6 Million
0.76% of portfolio
|
Q4 2024
Added 203.27%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
732,390
shares
|
$20.4 Million
7.14% of portfolio
|
Q4 2024
Added 217.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
719,554
shares
|
$20.1 Million
2.16% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
712,412
shares
|
$19.9 Million
0.23% of portfolio
|
Q4 2024
Added 188.86%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
711,988
shares
|
$19.9 Million
4.62% of portfolio
|
Q4 2024
Added 207.58%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
710,433
shares
|
$19.8 Million
6.62% of portfolio
|
Q4 2024
Added 271.77%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
703,581
shares
|
$19.6 Million
13.31% of portfolio
|
Q4 2024
Added 188.09%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
700,714
shares
|
$19.6 Million
2.91% of portfolio
|
Q4 2024
Added 238.24%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
699,852
shares
|
$19.5 Million
4.45% of portfolio
|
Q4 2024
Added 237.0%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
699,122
shares
|
$19.5 Million
14.31% of portfolio
|
Q4 2024
Added 201.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
696,321
shares
|
$19.4 Million
0.48% of portfolio
|
Q4 2024
Added 213.55%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
694,966
shares
|
$19.4 Million
1.19% of portfolio
|
Q4 2024
Added 196.62%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
689,235
shares
|
$19.2 Million
12.02% of portfolio
|
Q4 2024
Added 198.5%
|