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 |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
34,534
shares
|
$951,757
0.11% of portfolio
|
Q4 2024
Added 123.58%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
34,143
shares
|
$940,981
0.12% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
33,986
shares
|
$936,654
0.08% of portfolio
|
Q4 2024
Added 189.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
33,878
shares
|
$933,677
0.0% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
33,619
shares
|
$926,539
0.64% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
33,377
shares
|
$919,870
0.2% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
33,357
shares
|
$919,318
1.64% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
33,201
shares
|
$915,019
0.41% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
33,010
shares
|
$909,755
2.2% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
32,970
shares
|
$908,653
0.47% of portfolio
|
Q4 2024
Added 229.83%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
32,947
shares
|
$908,019
0.62% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
32,938
shares
|
$907,771
1.44% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
32,834
shares
|
$904,905
0.39% of portfolio
|
Q4 2024
Added 346.84%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
32,730
shares
|
$902,038
0.19% of portfolio
|
Q4 2024
Added 201.38%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
32,529
shares
|
$896,499
0.29% of portfolio
|
Q4 2024
Added 179.68%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
32,512
shares
|
$896,030
0.13% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
32,380
shares
|
$892,392
0.55% of portfolio
|
Q3 2024
Added 47.38%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
32,368
shares
|
$892,062
0.52% of portfolio
|
Q4 2024
Added 202.87%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
32,286
shares
|
$889,802
0.11% of portfolio
|
Q4 2024
Added 219.06%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
32,253
shares
|
$888,892
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
32,216
shares
|
$887,872
0.96% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
32,172
shares
|
$886,660
0.78% of portfolio
|
Q4 2024
Added 80.39%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
32,092
shares
|
$884,455
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
32,073
shares
|
$883,931
0.06% of portfolio
|
Q4 2024
Added 209.73%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
32,053
shares
|
$883,380
0.16% of portfolio
|
Q4 2024
Added 168.02%
|