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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
40,778
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2024
Reduced 26.45%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
40,761
shares
|
$1.12 Million
0.62% of portfolio
|
Q4 2024
Added 191.84%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
40,692
shares
|
$1.12 Million
0.22% of portfolio
|
Q4 2024
Added 189.15%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
40,689
shares
|
$1.12 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,667
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
40,659
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2024
Added 521.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
40,653
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
40,575
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2024
Added 109.66%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
40,228
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
40,184
shares
|
$1.11 Million
0.34% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
40,059
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2024
Added 1445.49%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
39,998
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2024
Added 168.28%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
39,852
shares
|
$1.1 Million
0.44% of portfolio
|
Q4 2024
Added 164.74%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
39,747
shares
|
$1.1 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
39,667
shares
|
$1.09 Million
0.23% of portfolio
|
Q4 2024
Added 194.79%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
39,607
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Added 257.66%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
38,836
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Added 196.48%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,721
shares
|
$1.07 Million
1.82% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,672
shares
|
$1.07 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
38,644
shares
|
$1.07 Million
0.56% of portfolio
|
Q4 2024
Added 299.5%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
38,564
shares
|
$1.06 Million
0.49% of portfolio
|
Q4 2024
Added 200.06%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
38,517
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
38,456
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2022
Added 14.17%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
38,140
shares
|
$1.05 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
37,954
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.93%
|