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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
51,818
shares
|
$1.43 Million
0.42% of portfolio
|
Q4 2024
Added 217.69%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
51,597
shares
|
$1.42 Million
0.93% of portfolio
|
Q4 2024
Added 197.96%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
51,560
shares
|
$1.42 Million
1.0% of portfolio
|
Q4 2024
Added 239.59%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
51,395
shares
|
$1.42 Million
0.25% of portfolio
|
Q4 2024
Added 202.66%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
50,976
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2024
Added 253.24%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
50,843
shares
|
$1.4 Million
0.06% of portfolio
|
Q4 2024
Added 237.76%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
50,624
shares
|
$1.4 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
50,500
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,364
shares
|
$1.39 Million
0.98% of portfolio
|
Q1 2024
Added 10.56%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
50,240
shares
|
$1.38 Million
0.34% of portfolio
|
Q4 2024
Added 203.38%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
50,179
shares
|
$1.38 Million
0.28% of portfolio
|
Q4 2024
Added 187.21%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
49,991
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 228.26%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
49,908
shares
|
$1.38 Million
0.83% of portfolio
|
Q4 2024
Added 241.48%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
49,791
shares
|
$1.37 Million
4.38% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
49,684
shares
|
$1.37 Million
0.25% of portfolio
|
Q3 2024
Added 60.34%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
49,598
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
49,435
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Added 188.42%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
49,403
shares
|
$1.36 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
49,341
shares
|
$1.36 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
49,137
shares
|
$1.35 Million
2.47% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
48,659
shares
|
$1.34 Million
0.11% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
48,587
shares
|
$1.34 Million
0.39% of portfolio
|
Q4 2024
Added 167.21%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
48,503
shares
|
$1.34 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
48,160
shares
|
$1.33 Million
0.45% of portfolio
|
Q4 2024
Added 192.2%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
48,022
shares
|
$1.32 Million
0.24% of portfolio
|
Q4 2024
Added 204.57%
|