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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
164,797
shares
|
$4.59 Million
1.48% of portfolio
|
Q4 2024
Added 246.04%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
164,378
shares
|
$4.57 Million
1.58% of portfolio
|
Q4 2024
Added 219.47%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
162,402
shares
|
$4.52 Million
4.46% of portfolio
|
Q3 2024
Reduced 45.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
162,391
shares
|
$4.52 Million
0.32% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
162,088
shares
|
$4.51 Million
0.22% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
161,629
shares
|
$4.5 Million
2.88% of portfolio
|
Q4 2024
Added 186.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
161,371
shares
|
$4.49 Million
0.88% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
160,765
shares
|
$4.47 Million
0.2% of portfolio
|
Q4 2024
Added 206.45%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
160,756
shares
|
$4.47 Million
4.83% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
160,401
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
158,976
shares
|
$4.42 Million
2.26% of portfolio
|
Q4 2024
Added 207.32%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
157,299
shares
|
$4.38 Million
2.55% of portfolio
|
Q4 2024
Added 193.95%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
153,528
shares
|
$4.27 Million
0.97% of portfolio
|
Q4 2024
Added 204.15%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
152,125
shares
|
$4.23 Million
0.36% of portfolio
|
Q4 2024
Added 222.38%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
152,106
shares
|
$4.23 Million
0.99% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
151,411
shares
|
$4.21 Million
1.87% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
149,849
shares
|
$4.17 Million
1.4% of portfolio
|
Q4 2024
Added 202.71%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
149,159
shares
|
$4.15 Million
1.31% of portfolio
|
Q4 2024
Added 200.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
148,740
shares
|
$4.14 Million
5.7% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
148,433
shares
|
$4.13 Million
0.08% of portfolio
|
Q4 2024
Added 155.11%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
147,168
shares
|
$4.1 Million
2.2% of portfolio
|
Q4 2024
Added 299.85%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
147,065
shares
|
$4.09 Million
0.25% of portfolio
|
Q4 2024
Added 467.86%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
146,742
shares
|
$4.08 Million
0.19% of portfolio
|
Q4 2024
Added 230.76%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
146,547
shares
|
$4.08 Million
2.04% of portfolio
|
Q3 2024
Added 32.57%
|