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 1,946 institutions that hold shares in the stock, with a total of 825 Million shares, which have been reported (via 13F filing form) to have a value of $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
33,377
shares
|
$915,864
0.2% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
33,357
shares
|
$915,316
1.64% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
33,010
shares
|
$905,794
2.2% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
33,001
shares
|
$905,547
0.02% of portfolio
|
Q4 2024
Added 259.1%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
32,970
shares
|
$904,696
0.47% of portfolio
|
Q4 2024
Added 229.83%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
32,964
shares
|
$904,532
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
32,834
shares
|
$900,964
0.39% of portfolio
|
Q4 2024
Added 346.84%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
32,822
shares
|
$900,635
0.0% of portfolio
|
Q4 2024
Added 717.69%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
32,781
shares
|
$899,510
0.33% of portfolio
|
Q4 2024
Added 197.14%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
32,730
shares
|
$898,111
0.19% of portfolio
|
Q4 2024
Added 201.38%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
32,529
shares
|
$892,595
0.29% of portfolio
|
Q4 2024
Added 179.68%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
32,492
shares
|
$891,580
0.12% of portfolio
|
Q4 2024
Added 160.58%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
32,368
shares
|
$888,177
0.52% of portfolio
|
Q4 2024
Added 202.87%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
32,286
shares
|
$885,927
0.11% of portfolio
|
Q4 2024
Added 219.06%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
32,253
shares
|
$885,022
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
32,172
shares
|
$882,799
0.78% of portfolio
|
Q4 2024
Added 80.39%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
32,106
shares
|
$880,988
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
|
$880,604
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
32,073
shares
|
$880,083
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
|
$879,534
0.16% of portfolio
|
Q4 2024
Added 168.02%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
32,032
shares
|
$878,958
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Barnett & Company, Inc.
|
Feb 11, 2025 Q4 2024 |
31,943
shares
|
$876,515
0.61% of portfolio
|
Q4 2024
Added 208.12%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
31,790
shares
|
$872,317
0.4% of portfolio
|
Q4 2024
Added 421.06%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
31,617
shares
|
$867,570
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
31,598
shares
|
$867,049
0.01% of portfolio
|
Q4 2024
Added 187.7%
|