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 1,789 institutions that hold shares in the stock, with a total of 346 Million shares, which have been reported (via 13F filing form) to have a value of $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,341,298
shares
|
$37.4 Million
0.11% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
1,312,557
shares
|
$36.6 Million
2.39% of portfolio
|
Q4 2024
Added 229.65%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
1,307,997
shares
|
$36.5 Million
20.77% of portfolio
|
Q4 2024
Added 238.03%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,290,814
shares
|
$36 Million
2.56% of portfolio
|
Q3 2022
Added 1379.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,258,786
shares
|
$35.1 Million
3.6% of portfolio
|
Q4 2023
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
1,236,789
shares
|
$34.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,209,629
shares
|
$33.8 Million
11.87% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
1,209,629
shares
|
$33.8 Million
11.22% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
1,202,238
shares
|
$33.6 Million
9.02% of portfolio
|
Q4 2024
Added 215.39%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,183,950
shares
|
$33.1 Million
0.22% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,153,680
shares
|
$32.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,125,949
shares
|
$31.4 Million
0.8% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
1,089,645
shares
|
$30.4 Million
8.76% of portfolio
|
Q4 2024
Added 213.56%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,088,000
shares
|
$30.4 Million
0.22% of portfolio
|
Q3 2024
Added 627.76%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,073,750
shares
|
$30 Million
7.13% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,073,658
shares
|
$30 Million
0.08% of portfolio
|
Q4 2024
Added 221.06%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
1,058,927
shares
|
$29.6 Million
10.53% of portfolio
|
Q4 2024
Added 184.0%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,031,124
shares
|
$28.8 Million
9.79% of portfolio
|
Q4 2024
Added 207.61%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
1,025,680
shares
|
$28.6 Million
3.54% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,002,360
shares
|
$28 Million
0.5% of portfolio
|
Q4 2024
Added 164.45%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
986,118
shares
|
$27.5 Million
8.68% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
953,962
shares
|
$26.6 Million
9.82% of portfolio
|
Q4 2024
Added 208.54%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
948,172
shares
|
$26.5 Million
10.2% of portfolio
|
Q4 2024
Added 226.85%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
931,020
shares
|
$26 Million
0.26% of portfolio
|
Q4 2024
Added 232.31%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
916,153
shares
|
$25.6 Million
7.78% of portfolio
|
Q4 2024
Added 228.12%
|