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 1,861 institutions that hold shares in the stock, with a total of 518 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
80,968
shares
|
$2.23 Million
0.26% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
80,830
shares
|
$2.23 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
80,772
shares
|
$2.23 Million
2.06% of portfolio
|
Q4 2024
Added 207.15%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
80,573
shares
|
$2.22 Million
0.84% of portfolio
|
Q4 2024
Added 232.11%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
80,362
shares
|
$2.21 Million
0.96% of portfolio
|
Q3 2024
Added 64.51%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
80,202
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
80,121
shares
|
$2.21 Million
0.72% of portfolio
|
Q4 2024
Added 249.92%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
79,793
shares
|
$2.2 Million
0.8% of portfolio
|
Q4 2024
Added 200.58%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
79,678
shares
|
$2.2 Million
1.17% of portfolio
|
Q4 2024
Added 204.2%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
79,272
shares
|
$2.18 Million
0.28% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
78,663
shares
|
$2.17 Million
0.23% of portfolio
|
Q4 2024
Added 199.81%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
78,636
shares
|
$2.17 Million
0.26% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
78,073
shares
|
$2.15 Million
0.38% of portfolio
|
Q3 2024
Added 49.17%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
77,982
shares
|
$2.15 Million
2.31% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
77,604
shares
|
$2.14 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
77,041
shares
|
$2.12 Million
1.37% of portfolio
|
Q4 2024
Added 210.1%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
76,939
shares
|
$2.12 Million
0.84% of portfolio
|
Q1 2024
Added 465.77%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
76,741
shares
|
$2.11 Million
0.23% of portfolio
|
Q4 2024
Added 183.67%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
76,685
shares
|
$2.11 Million
0.23% of portfolio
|
Q4 2024
Added 206.88%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
76,335
shares
|
$2.1 Million
6.19% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
76,329
shares
|
$2.1 Million
5.78% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
75,590
shares
|
$2.08 Million
0.62% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,359
shares
|
$2.08 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
75,277
shares
|
$2.07 Million
0.35% of portfolio
|
Q3 2022
Reduced 9.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
75,265
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2024
Added 199.03%
|