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 |
|---|---|---|---|---|---|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
24,140
shares
|
$669,885
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
24,078
shares
|
$668,164
0.45% of portfolio
|
Q4 2024
Added 187.33%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
23,953
shares
|
$664,695
0.19% of portfolio
|
Q4 2024
Added 394.08%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
23,930
shares
|
$664,057
0.36% of portfolio
|
Q4 2024
Added 236.19%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
23,877
shares
|
$662,586
0.01% of portfolio
|
Q4 2024
Added 237.15%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
23,868
shares
|
$662,337
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
23,818
shares
|
$660,949
0.47% of portfolio
|
Q4 2024
Added 201.0%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
23,476
shares
|
$651,459
0.06% of portfolio
|
Q4 2024
Added 351.9%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
23,369
shares
|
$648,489
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
23,347
shares
|
$647,879
0.16% of portfolio
|
Q4 2024
Added 207.0%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
23,228
shares
|
$644,577
0.26% of portfolio
|
Q4 2024
Added 200.96%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
23,219
shares
|
$644,327
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,070
shares
|
$640,192
0.05% of portfolio
|
Q4 2023
Reduced 16.72%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
23,049
shares
|
$639,609
0.24% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
22,995
shares
|
$638,111
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
22,928
shares
|
$636,252
0.01% of portfolio
|
Q4 2024
Added 73.37%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
22,927
shares
|
$636,224
0.01% of portfolio
|
Q4 2024
Added 247.38%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
22,917
shares
|
$635,946
0.2% of portfolio
|
Q4 2024
Added 170.18%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
22,845
shares
|
$633,948
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
22,824
shares
|
$633,366
0.05% of portfolio
|
Q4 2024
Added 202.83%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
22,732
shares
|
$630,813
0.0% of portfolio
|
Q4 2024
Added 268.31%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
22,692
shares
|
$629,703
0.06% of portfolio
|
Q4 2024
Added 202.76%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
22,647
shares
|
$628,454
0.26% of portfolio
|
Q4 2024
Added 191.58%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
22,638
shares
|
$628,204
0.07% of portfolio
|
Q4 2024
Added 197.71%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
22,636
shares
|
$628,149
0.04% of portfolio
|
Q4 2024
Added 197.96%
|