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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
207,340
shares
|
$5.77 Million
2.04% of portfolio
|
Q4 2024
Added 267.1%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
206,440
shares
|
$5.75 Million
1.84% of portfolio
|
Q4 2024
Added 293.43%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
205,951
shares
|
$5.73 Million
5.13% of portfolio
|
Q4 2024
Added 297.78%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
204,932
shares
|
$5.7 Million
4.15% of portfolio
|
Q4 2024
Added 213.5%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
203,049
shares
|
$5.65 Million
2.37% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
203,012
shares
|
$5.65 Million
0.5% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
202,155
shares
|
$5.63 Million
0.95% of portfolio
|
Q4 2024
Added 209.27%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
201,373
shares
|
$5.6 Million
0.35% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
200,430
shares
|
$5.58 Million
0.75% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200,008
shares
|
$5.57 Million
0.56% of portfolio
|
Q2 2020
Added 0.23%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
199,522
shares
|
$5.55 Million
1.39% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
198,687
shares
|
$5.53 Million
0.85% of portfolio
|
Q2 2024
Reduced 69.8%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
197,642
shares
|
$5.5 Million
0.3% of portfolio
|
Q4 2024
Added 212.98%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
197,499
shares
|
$5.5 Million
1.04% of portfolio
|
Q4 2024
Added 188.95%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
196,498
shares
|
$5.47 Million
4.34% of portfolio
|
Q3 2024
Added 212.21%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
194,769
shares
|
$5.42 Million
6.78% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
194,299
shares
|
$5.41 Million
7.24% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
192,865
shares
|
$5.37 Million
0.3% of portfolio
|
Q4 2024
Added 316.2%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
192,539
shares
|
$5.36 Million
3.31% of portfolio
|
Q4 2024
Added 133.53%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
192,381
shares
|
$5.35 Million
4.08% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
192,237
shares
|
$5.35 Million
2.06% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
192,067
shares
|
$5.35 Million
7.59% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
191,935
shares
|
$5.34 Million
0.78% of portfolio
|
Q4 2024
Added 173.31%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
191,095
shares
|
$5.32 Million
6.65% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
190,529
shares
|
$5.3 Million
4.21% of portfolio
|
Q3 2024
Added 0.1%
|