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 1,822 institutions that hold shares in the stock, with a total of 430 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
278,722
shares
|
$7.76 Million
5.11% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
278,382
shares
|
$7.75 Million
2.44% of portfolio
|
Q4 2024
Added 230.5%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
278,080
shares
|
$7.74 Million
2.81% of portfolio
|
Q4 2024
Added 223.32%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
277,296
shares
|
$7.72 Million
0.86% of portfolio
|
Q4 2024
Added 233.84%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
276,486
shares
|
$7.69 Million
3.95% of portfolio
|
Q4 2024
Added 224.58%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
276,316
shares
|
$7.69 Million
3.81% of portfolio
|
Q4 2024
Added 205.24%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
274,223
shares
|
$7.63 Million
4.46% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
270,934
shares
|
$7.54 Million
1.07% of portfolio
|
Q4 2024
Added 199.41%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
268,819
shares
|
$7.48 Million
4.96% of portfolio
|
Q4 2024
Added 205.85%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
267,125
shares
|
$7.43 Million
0.65% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
261,438
shares
|
$7.28 Million
0.54% of portfolio
|
Q4 2024
Added 189.89%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
261,167
shares
|
$7.27 Million
1.92% of portfolio
|
Q4 2024
Added 259.57%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
260,724
shares
|
$7.26 Million
6.16% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
259,968
shares
|
$7.23 Million
0.21% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
258,955
shares
|
$7.21 Million
0.28% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
258,670
shares
|
$7.2 Million
0.57% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
258,139
shares
|
$7.18 Million
1.1% of portfolio
|
Q4 2024
Added 243.7%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
257,467
shares
|
$7.17 Million
2.29% of portfolio
|
Q4 2024
Added 195.34%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
256,072
shares
|
$7.13 Million
4.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
255,496
shares
|
$7.11 Million
0.31% of portfolio
|
Q3 2024
Reduced 27.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
254,380
shares
|
$7.08 Million
0.02% of portfolio
|
Q3 2024
Added 139.36%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
253,173
shares
|
$7.05 Million
5.51% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
251,941
shares
|
$7.01 Million
2.02% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
251,850
shares
|
$7.01 Million
5.09% of portfolio
|
Q4 2024
Added 222.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
251,537
shares
|
$7 Million
2.37% of portfolio
|
Q3 2024
Reduced 13.52%
|