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 |
|---|---|---|---|---|---|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
25,692
shares
|
$708,071
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
25,685
shares
|
$707,878
0.81% of portfolio
|
Q4 2024
Added 196.39%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
25,482
shares
|
$702,283
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,456
shares
|
$701,567
0.23% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
25,452
shares
|
$701,457
0.49% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
25,436
shares
|
$701,016
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
25,401
shares
|
$700,051
0.14% of portfolio
|
Q4 2024
Added 211.36%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
25,390
shares
|
$699,748
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
25,276
shares
|
$696,606
1.06% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
25,240
shares
|
$695,614
0.1% of portfolio
|
Q4 2024
Added 207.92%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
25,237
shares
|
$695,531
0.13% of portfolio
|
Q4 2024
Added 207.73%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
25,186
shares
|
$694,126
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
25,169
shares
|
$693,657
0.13% of portfolio
|
Q3 2024
Reduced 90.68%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
25,104
shares
|
$691,866
0.01% of portfolio
|
Q4 2024
Added 211.7%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
25,038
shares
|
$690,047
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
24,983
shares
|
$688,531
0.2% of portfolio
|
Q4 2024
Reduced 50.18%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
24,946
shares
|
$687,511
0.31% of portfolio
|
Q4 2024
Reduced 89.96%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
24,881
shares
|
$685,720
0.24% of portfolio
|
Q4 2024
Added 208.35%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
24,830
shares
|
$684,314
0.51% of portfolio
|
Q4 2024
Added 208.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,808
shares
|
$683,708
0.0% of portfolio
|
Q3 2024
Reduced 83.05%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
24,636
shares
|
$678,968
0.32% of portfolio
|
Q4 2024
Added 196.39%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
24,619
shares
|
$678,499
0.05% of portfolio
|
Q4 2024
Added 191.07%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
24,575
shares
|
$677,287
0.49% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
24,558
shares
|
$676,818
0.03% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
24,352
shares
|
$671,141
0.03% of portfolio
|
Q4 2024
Added 210.73%
|