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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
188,875
shares
|
$5.26 Million
0.23% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
187,960
shares
|
$5.23 Million
0.6% of portfolio
|
Q2 2024
Added 12.57%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
187,024
shares
|
$5.2 Million
1.18% of portfolio
|
Q4 2024
Added 194.54%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
186,708
shares
|
$5.2 Million
3.91% of portfolio
|
Q4 2024
Added 206.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
186,613
shares
|
$5.19 Million
0.13% of portfolio
|
Q4 2024
Added 211.83%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
185,492
shares
|
$5.16 Million
1.54% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
185,393
shares
|
$5.16 Million
0.86% of portfolio
|
Q4 2024
Added 209.87%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
183,850
shares
|
$5.12 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
181,630
shares
|
$5.05 Million
2.89% of portfolio
|
Q4 2024
Added 233.65%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
180,316
shares
|
$5.02 Million
0.1% of portfolio
|
Q4 2024
Added 119.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
179,593
shares
|
$5 Million
0.16% of portfolio
|
Q4 2024
Added 198.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
179,303
shares
|
$4.99 Million
0.46% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
178,805
shares
|
$4.98 Million
25.13% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
171,158
shares
|
$4.76 Million
8.94% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
170,597
shares
|
$4.75 Million
3.38% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
170,486
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
169,673
shares
|
$4.72 Million
0.23% of portfolio
|
Q4 2024
Added 372.78%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
169,127
shares
|
$4.71 Million
0.97% of portfolio
|
Q4 2024
Added 112.36%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
168,100
shares
|
$4.68 Million
0.59% of portfolio
|
Q4 2024
Added 218.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
168,054
shares
|
$4.68 Million
1.21% of portfolio
|
Q4 2024
Added 243.94%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
166,142
shares
|
$4.62 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
166,017
shares
|
$4.62 Million
3.04% of portfolio
|
Q4 2024
Added 201.18%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
165,729
shares
|
$4.61 Million
2.1% of portfolio
|
Q4 2024
Added 206.3%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
165,512
shares
|
$4.61 Million
0.75% of portfolio
|
Q4 2024
Added 187.17%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
165,000
shares
|
$4.59 Million
7.34% of portfolio
|
Q3 2024
Added 7.87%
|