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 1,903 institutions that hold shares in the stock, with a total of 674 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,873
shares
|
$745,725
0.0% of portfolio
|
Q3 2024
Reduced 47.54%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
26,817
shares
|
$744,171
0.53% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
26,807
shares
|
$743,894
1.5% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
26,700
shares
|
$740,925
1.23% of portfolio
|
Q3 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
26,690
shares
|
$740,647
0.08% of portfolio
|
Q4 2024
Added 169.79%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
26,338
shares
|
$730,879
0.15% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
26,334
shares
|
$730,768
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
26,289
shares
|
$729,519
0.3% of portfolio
|
Q4 2024
Added 172.91%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
26,277
shares
|
$729,186
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
26,249
shares
|
$728,409
0.24% of portfolio
|
Q4 2024
Added 291.25%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
26,180
shares
|
$726,495
0.23% of portfolio
|
Q4 2024
Added 194.99%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
26,156
shares
|
$725,829
0.1% of portfolio
|
Q4 2024
Added 191.37%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
26,105
shares
|
$724,413
0.47% of portfolio
|
Q4 2024
Added 165.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
26,085
shares
|
$723,858
0.1% of portfolio
|
Q4 2024
Added 207.17%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
26,028
shares
|
$722,277
0.19% of portfolio
|
Q4 2024
Added 200.38%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
26,027
shares
|
$722,249
0.06% of portfolio
|
Q4 2024
Added 173.68%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
26,007
shares
|
$721,694
0.03% of portfolio
|
Q4 2024
Added 195.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
25,876
shares
|
$718,059
0.05% of portfolio
|
Q4 2024
Added 206.99%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
25,804
shares
|
$716,061
0.41% of portfolio
|
Q4 2024
Added 201.41%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 13, 2025 Q4 2024 |
25,768
shares
|
$715,062
0.28% of portfolio
|
Q4 2024
Added 207.86%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
25,768
shares
|
$715,062
0.26% of portfolio
|
Q4 2024
Added 202.16%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
25,701
shares
|
$713,202
0.62% of portfolio
|
Q4 2024
Added 185.73%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
25,692
shares
|
$712,953
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
25,685
shares
|
$712,758
0.81% of portfolio
|
Q4 2024
Added 196.39%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
25,551
shares
|
$709,040
0.05% of portfolio
|
Q4 2024
Added 183.9%
|