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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
47,972
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Added 211.47%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
47,866
shares
|
$1.32 Million
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
47,866
shares
|
$1.32 Million
0.77% of portfolio
|
Q4 2024
Added 180.64%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
47,789
shares
|
$1.32 Million
2.14% of portfolio
|
Q4 2022
Added 41.28%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
47,665
shares
|
$1.31 Million
0.37% of portfolio
|
Q4 2024
Added 208.81%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
47,461
shares
|
$1.31 Million
3.15% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
46,883
shares
|
$1.29 Million
0.55% of portfolio
|
Q4 2024
Added 221.91%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
46,841
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Added 202.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
46,822
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
46,651
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 201.32%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
46,522
shares
|
$1.28 Million
0.68% of portfolio
|
Q4 2024
Added 200.86%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
46,215
shares
|
$1.27 Million
0.74% of portfolio
|
Q4 2024
Added 204.11%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
45,861
shares
|
$1.26 Million
0.42% of portfolio
|
Q4 2024
Added 201.5%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
45,823
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2024
Added 177.95%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
45,675
shares
|
$1.26 Million
0.16% of portfolio
|
Q4 2024
Added 166.19%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
45,203
shares
|
$1.25 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
45,038
shares
|
$1.24 Million
0.7% of portfolio
|
Q4 2024
Added 210.18%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
45,006
shares
|
$1.24 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
44,978
shares
|
$1.24 Million
0.34% of portfolio
|
Q4 2024
Added 192.54%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
44,798
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
44,632
shares
|
$1.23 Million
0.75% of portfolio
|
Q4 2021
Added 75.26%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,600
shares
|
$1.23 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
44,485
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2024
Added 329.39%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
44,434
shares
|
$1.22 Million
0.37% of portfolio
|
Q4 2024
Added 203.8%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
44,303
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
Added 1.28%
|