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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
30,496
shares
|
$840,469
0.09% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
30,496
shares
|
$840,469
0.1% of portfolio
|
Q4 2024
Added 197.17%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
30,410
shares
|
$838,099
0.51% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
29,979
shares
|
$826,221
0.07% of portfolio
|
Q4 2024
Added 197.06%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
29,945
shares
|
$825,284
1.45% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
29,851
shares
|
$822,693
0.12% of portfolio
|
Q4 2024
Added 186.37%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
29,604
shares
|
$815,886
0.69% of portfolio
|
Q4 2024
Added 201.41%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
29,573
shares
|
$815,031
0.09% of portfolio
|
Q4 2024
Added 202.78%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,564
shares
|
$814,783
0.17% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
29,530
shares
|
$813,846
0.2% of portfolio
|
Q3 2024
Added 57.75%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
29,400
shares
|
$810,264
0.27% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
29,297
shares
|
$807,425
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
28,998
shares
|
$799,184
0.45% of portfolio
|
Q4 2024
Added 156.82%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
28,748
shares
|
$792,294
0.02% of portfolio
|
Q4 2024
Added 209.95%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
28,711
shares
|
$791,275
0.09% of portfolio
|
Q4 2024
Added 121.3%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
28,544
shares
|
$786,672
0.66% of portfolio
|
Q4 2024
Added 51.44%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
28,521
shares
|
$786,038
0.12% of portfolio
|
Q4 2024
Added 180.53%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
28,504
shares
|
$785,570
2.27% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,305
shares
|
$780,085
0.04% of portfolio
|
Q3 2022
Reduced 1.61%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
28,294
shares
|
$779,782
0.34% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
27,918
shares
|
$769,420
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
27,902
shares
|
$768,979
0.02% of portfolio
|
Q4 2024
Added 174.17%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
27,877
shares
|
$768,290
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
27,836
shares
|
$767,160
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
27,703
shares
|
$763,494
0.19% of portfolio
|
Q4 2024
Added 300.62%
|