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 |
|---|---|---|---|---|---|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
27,703
shares
|
$760,170
0.19% of portfolio
|
Q4 2024
Added 300.62%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
27,548
shares
|
$755,917
0.2% of portfolio
|
Q4 2024
Added 294.16%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,325
shares
|
$749,798
0.2% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
27,294
shares
|
$748,947
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
27,280
shares
|
$748,563
0.19% of portfolio
|
Q4 2024
Added 201.1%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
27,193
shares
|
$746,175
0.2% of portfolio
|
Q4 2024
Added 80.91%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
27,094
shares
|
$743,459
0.06% of portfolio
|
Q4 2024
Added 229.21%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
26,817
shares
|
$735,858
0.53% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
26,807
shares
|
$735,584
1.5% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
26,700
shares
|
$732,648
1.23% of portfolio
|
Q3 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
26,690
shares
|
$732,373
0.08% of portfolio
|
Q4 2024
Added 169.79%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
26,338
shares
|
$722,714
0.15% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
26,334
shares
|
$722,604
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
26,289
shares
|
$721,370
0.3% of portfolio
|
Q4 2024
Added 172.91%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
26,277
shares
|
$721,040
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
26,249
shares
|
$720,272
0.24% of portfolio
|
Q4 2024
Added 291.25%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
26,180
shares
|
$718,379
0.23% of portfolio
|
Q4 2024
Added 194.99%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
26,156
shares
|
$717,720
0.1% of portfolio
|
Q4 2024
Added 191.37%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
26,105
shares
|
$716,321
0.47% of portfolio
|
Q4 2024
Added 165.08%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
26,087
shares
|
$715,827
0.04% of portfolio
|
Q4 2024
Added 183.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
26,085
shares
|
$715,772
0.1% of portfolio
|
Q4 2024
Added 207.17%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
26,028
shares
|
$714,208
0.19% of portfolio
|
Q4 2024
Added 200.38%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
26,027
shares
|
$714,180
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
|
$713,632
0.03% of portfolio
|
Q4 2024
Added 195.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
25,876
shares
|
$710,037
0.05% of portfolio
|
Q4 2024
Added 206.99%
|