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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
20,613
shares
|
$572,010
0.01% of portfolio
|
Q4 2024
Added 265.48%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
20,465
shares
|
$567,903
0.15% of portfolio
|
Q4 2024
Added 201.18%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
20,446
shares
|
$567,376
0.12% of portfolio
|
Q4 2024
Added 194.48%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
20,384
shares
|
$565,656
0.28% of portfolio
|
Q4 2024
Added 202.52%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
20,284
shares
|
$562,881
0.03% of portfolio
|
Q4 2024
Added 201.62%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
20,192
shares
|
$560,328
0.19% of portfolio
|
Q4 2024
Added 202.32%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
20,052
shares
|
$556,443
0.06% of portfolio
|
Q4 2024
Added 246.26%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
20,040
shares
|
$556,110
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
20,030
shares
|
$555,832
0.21% of portfolio
|
Q4 2024
Added 206.36%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,002
shares
|
$555,055
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
20,001
shares
|
$555,027
0.07% of portfolio
|
Q4 2024
Added 195.52%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
19,995
shares
|
$554,861
0.23% of portfolio
|
Q4 2024
Added 192.28%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
19,979
shares
|
$554,417
0.1% of portfolio
|
Q4 2024
Added 205.3%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
19,912
shares
|
$552,558
0.23% of portfolio
|
Q4 2024
Added 154.37%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,894
shares
|
$552,058
0.38% of portfolio
|
Q4 2022
Added 6.57%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
19,846
shares
|
$550,726
0.57% of portfolio
|
Q4 2024
Added 200.83%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,822
shares
|
$550,060
0.12% of portfolio
|
Q4 2024
Added 203.04%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
19,697
shares
|
$546,591
0.22% of portfolio
|
Q4 2024
Added 147.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
19,677
shares
|
$546,036
0.01% of portfolio
|
Q4 2024
Added 207.89%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
19,624
shares
|
$544,566
0.42% of portfolio
|
Q4 2024
Added 239.75%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
19,572
shares
|
$543,123
1.76% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,556
shares
|
$542,679
0.03% of portfolio
|
Q4 2024
Added 197.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
19,506
shares
|
$541,291
0.01% of portfolio
|
Q4 2024
Added 913.83%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
19,506
shares
|
$541,291
0.11% of portfolio
|
Q4 2024
Reduced 52.48%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
19,459
shares
|
$539,987
0.03% of portfolio
|
Q4 2024
Added 189.91%
|