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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
101,386
shares
|
$2.82 Million
0.55% of portfolio
|
Q4 2024
Added 194.25%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
100,193
shares
|
$2.79 Million
4.19% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
100,087
shares
|
$2.79 Million
0.09% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
100,068
shares
|
$2.78 Million
2.19% of portfolio
|
Q4 2024
Added 217.5%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
100,023
shares
|
$2.78 Million
1.77% of portfolio
|
Q4 2022
Added 13.77%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
99,255
shares
|
$2.76 Million
1.95% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
99,165
shares
|
$2.76 Million
0.43% of portfolio
|
Q4 2024
Added 293.95%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
99,050
shares
|
$2.76 Million
0.2% of portfolio
|
Q4 2024
Added 252.19%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
98,424
shares
|
$2.74 Million
1.97% of portfolio
|
Q4 2024
Added 198.29%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
98,184
shares
|
$2.73 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
97,659
shares
|
$2.72 Million
2.47% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
97,312
shares
|
$2.71 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
97,310
shares
|
$2.71 Million
0.91% of portfolio
|
Q4 2024
Added 206.93%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
96,901
shares
|
$2.7 Million
1.03% of portfolio
|
Q3 2024
Added 160.68%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
96,871
shares
|
$2.7 Million
0.02% of portfolio
|
Q4 2024
Added 189.5%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
96,606
shares
|
$2.69 Million
1.24% of portfolio
|
Q4 2024
Added 203.15%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
96,589
shares
|
$2.69 Million
0.14% of portfolio
|
Q4 2024
Added 181.96%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
96,300
shares
|
$2.68 Million
5.74% of portfolio
|
Q4 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
96,215
shares
|
$2.68 Million
1.34% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
95,946
shares
|
$2.67 Million
7.77% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
95,891
shares
|
$2.67 Million
1.32% of portfolio
|
Q4 2024
Added 201.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
95,817
shares
|
$2.67 Million
0.41% of portfolio
|
Q4 2024
Added 209.61%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
94,869
shares
|
$2.64 Million
0.31% of portfolio
|
Q4 2024
Added 204.88%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
94,769
shares
|
$2.64 Million
0.43% of portfolio
|
Q4 2024
Added 190.69%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
94,728
shares
|
$2.64 Million
1.41% of portfolio
|
Q4 2024
Added 190.36%
|