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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
22,998
shares
|
$638,194
0.0% of portfolio
|
Q4 2024
Added 195.6%
|
|
|
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%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
22,566
shares
|
$626,206
0.06% of portfolio
|
Q4 2024
Added 210.27%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
22,527
shares
|
$625,124
0.37% of portfolio
|
Q4 2024
Added 231.52%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
22,450
shares
|
$622,987
0.06% of portfolio
|
Q4 2024
Added 194.04%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
22,449
shares
|
$622,959
0.02% of portfolio
|
Q4 2024
Added 295.02%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
22,437
shares
|
$622,626
1.24% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
22,402
shares
|
$621,655
0.01% of portfolio
|
Q4 2024
Added 199.73%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
22,335
shares
|
$619,796
0.25% of portfolio
|
Q4 2024
Added 205.12%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
22,325
shares
|
$619,518
0.03% of portfolio
|
Q4 2024
Added 200.84%
|