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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
113,824
shares
|
$3.17 Million
4.49% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
113,740
shares
|
$3.17 Million
0.19% of portfolio
|
Q3 2024
Added 155.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
113,529
shares
|
$3.16 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
112,330
shares
|
$3.13 Million
0.27% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
111,887
shares
|
$3.11 Million
0.87% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111,521
shares
|
$3.1 Million
3.35% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
111,322
shares
|
$3.1 Million
0.67% of portfolio
|
Q4 2024
Added 265.75%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
110,704
shares
|
$3.08 Million
1.06% of portfolio
|
Q4 2024
Added 227.75%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
110,282
shares
|
$3.07 Million
0.06% of portfolio
|
Q4 2024
Added 185.67%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
110,272
shares
|
$3.07 Million
0.42% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
108,572
shares
|
$3.02 Million
0.7% of portfolio
|
Q4 2024
Added 241.24%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
107,760
shares
|
$3 Million
2.08% of portfolio
|
Q4 2024
Added 204.34%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
107,734
shares
|
$3 Million
1.8% of portfolio
|
Q4 2024
Added 248.87%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
107,261
shares
|
$2.99 Million
0.3% of portfolio
|
Q4 2024
Added 202.93%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
106,573
shares
|
$2.97 Million
0.11% of portfolio
|
Q4 2024
Added 220.4%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
106,446
shares
|
$2.96 Million
1.01% of portfolio
|
Q4 2024
Added 203.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
105,276
shares
|
$2.93 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
105,104
shares
|
$2.93 Million
3.82% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
105,089
shares
|
$2.92 Million
0.09% of portfolio
|
Q4 2024
Added 404.58%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
104,563
shares
|
$2.91 Million
5.41% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
104,437
shares
|
$2.91 Million
2.53% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
104,397
shares
|
$2.91 Million
0.03% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
102,764
shares
|
$2.86 Million
2.4% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
101,871
shares
|
$2.84 Million
2.58% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
101,777
shares
|
$2.83 Million
1.57% of portfolio
|
Q3 2024
Added 171.21%
|