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 1,873 institutions that hold shares in the stock, with a total of 561 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
56,419
shares
|
$1.55 Million
1.08% of portfolio
|
Q4 2024
Added 208.23%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
56,278
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
56,103
shares
|
$1.55 Million
0.22% of portfolio
|
Q4 2024
Added 232.58%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
55,780
shares
|
$1.54 Million
1.94% of portfolio
|
Q4 2024
Added 188.81%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
55,749
shares
|
$1.54 Million
0.64% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
55,655
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 173.22%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
55,645
shares
|
$1.53 Million
2.6% of portfolio
|
Q4 2024
Added 326.86%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
55,475
shares
|
$1.53 Million
1.22% of portfolio
|
Q4 2024
Added 208.71%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
54,729
shares
|
$1.51 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
54,235
shares
|
$1.49 Million
1.12% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
54,222
shares
|
$1.49 Million
0.23% of portfolio
|
Q4 2024
Added 198.58%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
53,988
shares
|
$1.49 Million
0.13% of portfolio
|
Q4 2024
Added 219.91%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
53,949
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2024
Added 193.86%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
53,487
shares
|
$1.47 Million
0.14% of portfolio
|
Q4 2024
Added 197.36%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
53,483
shares
|
$1.47 Million
0.36% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
53,213
shares
|
$1.47 Million
0.87% of portfolio
|
Q4 2024
Added 205.94%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
53,049
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
52,951
shares
|
$1.46 Million
0.74% of portfolio
|
Q4 2024
Added 203.93%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
52,321
shares
|
$1.44 Million
1.1% of portfolio
|
Q4 2024
Added 144.64%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
52,143
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Added 8.76%
|