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 |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
66,558
shares
|
$1.83 Million
0.28% of portfolio
|
Q4 2024
Added 191.83%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
66,271
shares
|
$1.83 Million
0.48% of portfolio
|
Q4 2024
Added 203.72%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
66,228
shares
|
$1.83 Million
1.16% of portfolio
|
Q4 2024
Added 340.7%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
66,170
shares
|
$1.82 Million
0.39% of portfolio
|
Q4 2024
Added 204.19%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
65,779
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
65,762
shares
|
$1.81 Million
0.52% of portfolio
|
Q4 2024
Added 197.35%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
64,865
shares
|
$1.79 Million
0.36% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
64,691
shares
|
$1.78 Million
0.47% of portfolio
|
Q2 2024
Added 94.29%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
64,595
shares
|
$1.78 Million
3.18% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
64,584
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
63,963
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
63,543
shares
|
$1.75 Million
1.3% of portfolio
|
Q4 2024
Added 180.77%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
63,464
shares
|
$1.75 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
63,076
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
62,832
shares
|
$1.73 Million
1.14% of portfolio
|
Q4 2024
Added 476.49%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
62,408
shares
|
$1.72 Million
1.76% of portfolio
|
Q4 2024
Added 209.61%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
62,140
shares
|
$1.71 Million
1.1% of portfolio
|
Q4 2024
Added 236.66%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
61,905
shares
|
$1.71 Million
0.29% of portfolio
|
Q4 2024
Added 197.96%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
61,701
shares
|
$1.7 Million
0.12% of portfolio
|
Q4 2024
Added 215.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
61,436
shares
|
$1.69 Million
0.12% of portfolio
|
Q4 2024
Added 211.21%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
61,319
shares
|
$1.69 Million
0.89% of portfolio
|
Q1 2023
Added 8.04%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
61,030
shares
|
$1.68 Million
2.39% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
61,024
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
60,535
shares
|
$1.67 Million
0.51% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
60,383
shares
|
$1.66 Million
0.23% of portfolio
|
Q4 2024
Added 218.29%
|