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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
32,106
shares
|
$884,841
0.36% of portfolio
|
Q4 2024
Added 207.21%
|
|
|
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%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
32,032
shares
|
$882,801
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
31,790
shares
|
$876,132
0.4% of portfolio
|
Q4 2024
Added 421.06%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
31,598
shares
|
$870,840
0.01% of portfolio
|
Q4 2024
Added 187.7%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
31,564
shares
|
$869,903
0.02% of portfolio
|
Q4 2024
Added 172.9%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
31,501
shares
|
$868,167
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
31,387
shares
|
$865,025
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
31,326
shares
|
$863,344
0.01% of portfolio
|
Q4 2024
Added 181.46%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
31,268
shares
|
$861,746
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
31,246
shares
|
$861,139
0.11% of portfolio
|
Q4 2024
Added 203.71%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
31,209
shares
|
$860,120
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
31,160
shares
|
$858,769
0.23% of portfolio
|
Q4 2024
Added 209.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
31,150
shares
|
$858,494
0.32% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
31,096
shares
|
$857,005
1.04% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
31,050
shares
|
$855,738
0.29% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
30,984
shares
|
$853,919
0.12% of portfolio
|
Q4 2024
Added 192.85%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,942
shares
|
$852,761
0.01% of portfolio
|
Q3 2024
Added 30.49%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
30,657
shares
|
$844,906
0.52% of portfolio
|
Q4 2024
Added 246.25%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,513
shares
|
$840,938
0.94% of portfolio
|
Q3 2023
Added 54.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
30,508
shares
|
$840,800
0.0% of portfolio
|
Q3 2024
Added 169.91%
|