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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
22,247
shares
|
$617,354
0.08% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
22,237
shares
|
$617,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
22,199
shares
|
$616,022
0.25% of portfolio
|
Q4 2024
Added 237.01%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
22,160
shares
|
$614,940
0.22% of portfolio
|
Q4 2024
Added 213.44%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
21,957
shares
|
$609,306
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,851
shares
|
$606,365
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
21,842
shares
|
$606,115
0.1% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
21,628
shares
|
$600,177
0.04% of portfolio
|
Q4 2024
Added 184.32%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
21,524
shares
|
$597,291
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
21,432
shares
|
$594,738
0.03% of portfolio
|
Q4 2024
Added 218.31%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
21,348
shares
|
$592,407
0.46% of portfolio
|
Q4 2024
Added 161.68%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
21,295
shares
|
$590,936
0.03% of portfolio
|
Q4 2024
Added 429.07%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
21,269
shares
|
$590,214
0.31% of portfolio
|
Q4 2024
Added 194.83%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
21,258
shares
|
$589,909
0.25% of portfolio
|
Q4 2024
Added 211.34%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
21,218
shares
|
$588,799
0.25% of portfolio
|
Q4 2024
Added 226.78%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
21,198
shares
|
$588,244
0.23% of portfolio
|
Q4 2024
Added 203.48%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
21,196
shares
|
$588,189
0.16% of portfolio
|
Q4 2024
Added 128.16%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
21,086
shares
|
$585,136
0.64% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
21,001
shares
|
$582,777
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
20,955
shares
|
$581,501
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
20,908
shares
|
$580,197
0.08% of portfolio
|
Q4 2024
Added 197.92%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
20,905
shares
|
$580,113
0.02% of portfolio
|
Q4 2024
Added 330.94%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,886
shares
|
$579,586
0.1% of portfolio
|
Q4 2024
Added 255.32%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,884
shares
|
$579,531
0.47% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
20,862
shares
|
$578,920
0.02% of portfolio
|
Q4 2024
Added 192.1%
|