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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
145,867
shares
|
$4.06 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
145,509
shares
|
$4.05 Million
3.0% of portfolio
|
Q4 2023
Reduced 62.45%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
145,070
shares
|
$4.04 Million
0.22% of portfolio
|
Q4 2024
Added 194.09%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
144,997
shares
|
$4.04 Million
0.13% of portfolio
|
Q3 2024
Added 49.65%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
144,688
shares
|
$4.03 Million
1.87% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
144,086
shares
|
$4.01 Million
1.89% of portfolio
|
Q4 2024
Added 340.54%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
143,941
shares
|
$4.01 Million
2.21% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
143,910
shares
|
$4.01 Million
0.3% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
143,841
shares
|
$4 Million
6.54% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
143,791
shares
|
$4 Million
3.03% of portfolio
|
Q4 2024
Added 211.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
143,254
shares
|
$3.99 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
142,931
shares
|
$3.98 Million
0.08% of portfolio
|
Q4 2024
Added 245.1%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
142,910
shares
|
$3.98 Million
0.66% of portfolio
|
Q4 2024
Added 190.65%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
142,844
shares
|
$3.98 Million
0.14% of portfolio
|
Q4 2024
Added 230.54%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
142,063
shares
|
$3.95 Million
0.85% of portfolio
|
Q4 2024
Added 225.22%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
140,532
shares
|
$3.91 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
140,393
shares
|
$3.91 Million
0.18% of portfolio
|
Q4 2024
Added 259.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
138,534
shares
|
$3.86 Million
1.51% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
138,128
shares
|
$3.84 Million
0.74% of portfolio
|
Q4 2024
Added 194.0%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
138,112
shares
|
$3.84 Million
0.24% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
137,001
shares
|
$3.81 Million
8.31% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
136,960
shares
|
$3.81 Million
0.15% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
136,137
shares
|
$3.79 Million
4.68% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
135,118
shares
|
$3.76 Million
2.59% of portfolio
|
Q4 2024
Added 199.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
133,500
shares
|
$3.72 Million
0.18% of portfolio
|
Q3 2024
Added 12.42%
|