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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
60,381
shares
|
$1.66 Million
0.12% of portfolio
|
Q4 2024
Added 248.48%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
60,311
shares
|
$1.66 Million
1.42% of portfolio
|
Q4 2024
Added 200.17%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
60,196
shares
|
$1.66 Million
0.13% of portfolio
|
Q4 2024
Added 124.54%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
60,081
shares
|
$1.66 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
59,592
shares
|
$1.64 Million
2.04% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,515
shares
|
$1.64 Million
0.41% of portfolio
|
Q1 2023
Added 5.58%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
59,244
shares
|
$1.63 Million
0.16% of portfolio
|
Q4 2024
Added 229.77%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
59,238
shares
|
$1.63 Million
1.1% of portfolio
|
Q4 2024
Added 193.94%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
58,962
shares
|
$1.62 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
58,937
shares
|
$1.62 Million
0.86% of portfolio
|
Q4 2024
Added 186.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
58,560
shares
|
$1.61 Million
1.18% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
58,402
shares
|
$1.61 Million
0.52% of portfolio
|
Q4 2024
Added 199.36%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
58,339
shares
|
$1.61 Million
0.22% of portfolio
|
Q4 2024
Added 177.01%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
58,014
shares
|
$1.6 Million
0.56% of portfolio
|
Q4 2024
Added 195.36%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
57,733
shares
|
$1.59 Million
0.86% of portfolio
|
Q4 2024
Added 310.21%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
57,725
shares
|
$1.59 Million
0.36% of portfolio
|
Q4 2022
Reduced 3.08%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
57,678
shares
|
$1.59 Million
0.17% of portfolio
|
Q4 2024
Added 214.8%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
57,630
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
57,375
shares
|
$1.58 Million
1.7% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
57,322
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 181.69%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
57,070
shares
|
$1.57 Million
0.8% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
57,021
shares
|
$1.57 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
56,715
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Added 286.71%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
56,626
shares
|
$1.56 Million
0.33% of portfolio
|
Q3 2023
Added 5.55%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
56,462
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Added 2.04%
|