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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
31,564
shares
|
$866,116
0.02% of portfolio
|
Q4 2024
Added 172.9%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
31,524
shares
|
$865,018
0.23% of portfolio
|
Q4 2024
Added 193.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
31,422
shares
|
$862,219
0.0% of portfolio
|
Q4 2024
Reduced 43.54%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
31,326
shares
|
$859,585
0.01% of portfolio
|
Q4 2024
Added 181.46%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
31,246
shares
|
$857,390
0.11% of portfolio
|
Q4 2024
Added 203.71%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
31,209
shares
|
$856,374
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
31,160
shares
|
$855,030
0.23% of portfolio
|
Q4 2024
Added 209.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
31,150
shares
|
$854,756
0.32% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
31,142
shares
|
$854,536
0.14% of portfolio
|
Q4 2024
Added 3559.46%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
31,096
shares
|
$853,274
1.04% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
31,052
shares
|
$852,066
0.22% of portfolio
|
Q4 2024
Added 216.86%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
31,050
shares
|
$852,012
0.29% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
31,021
shares
|
$851,216
0.48% of portfolio
|
Q4 2024
Added 266.59%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
30,984
shares
|
$850,200
0.12% of portfolio
|
Q4 2024
Added 192.85%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
30,904
shares
|
$848,005
0.15% of portfolio
|
Q4 2024
Added 1195.22%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
30,718
shares
|
$842,901
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
30,657
shares
|
$841,228
0.52% of portfolio
|
Q4 2024
Added 246.25%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,513
shares
|
$837,276
0.94% of portfolio
|
Q3 2023
Added 54.53%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
30,496
shares
|
$836,810
0.1% of portfolio
|
Q4 2024
Added 197.17%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
30,476
shares
|
$836,261
0.28% of portfolio
|
Q4 2024
Added 214.22%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
30,410
shares
|
$834,450
0.51% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
30,118
shares
|
$826,437
0.06% of portfolio
|
Q4 2024
Added 316.86%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
29,982
shares
|
$822,706
0.05% of portfolio
|
Q4 2024
Added 287.31%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
29,979
shares
|
$822,623
0.07% of portfolio
|
Q4 2024
Added 197.06%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
29,945
shares
|
$821,690
1.45% of portfolio
|
Q3 2024
Reduced 40.38%
|