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 1,822 institutions that hold shares in the stock, with a total of 430 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
916,153
shares
|
$25.5 Million
7.78% of portfolio
|
Q4 2024
Added 228.12%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
901,966
shares
|
$25.1 Million
13.32% of portfolio
|
Q4 2024
Added 181.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
886,835
shares
|
$24.7 Million
0.16% of portfolio
|
Q3 2024
Added 209.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
881,329
shares
|
$24.5 Million
1.54% of portfolio
|
Q4 2024
Added 290.51%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
865,387
shares
|
$24.1 Million
8.72% of portfolio
|
Q4 2024
Added 182.44%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
862,365
shares
|
$24 Million
9.5% of portfolio
|
Q4 2024
Added 204.92%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
845,129
shares
|
$23.5 Million
2.38% of portfolio
|
Q4 2024
Added 197.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
843,046
shares
|
$23.5 Million
2.27% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
840,184
shares
|
$23.4 Million
23.62% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
835,471
shares
|
$23.3 Million
6.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
816,278
shares
|
$22.7 Million
6.57% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
815,641
shares
|
$22.7 Million
0.53% of portfolio
|
Q4 2024
Added 192.77%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
815,026
shares
|
$22.7 Million
6.49% of portfolio
|
Q4 2024
Added 238.58%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
805,876
shares
|
$22.4 Million
5.7% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
801,757
shares
|
$22.3 Million
5.88% of portfolio
|
Q4 2024
Added 220.68%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
794,672
shares
|
$22.1 Million
1.95% of portfolio
|
Q4 2024
Added 240.82%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
790,289
shares
|
$22 Million
2.05% of portfolio
|
Q4 2024
Added 195.89%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
783,068
shares
|
$21.8 Million
1.9% of portfolio
|
Q4 2024
Added 226.33%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
767,433
shares
|
$21.4 Million
6.39% of portfolio
|
Q4 2024
Added 249.97%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
758,594
shares
|
$21.1 Million
0.24% of portfolio
|
Q4 2024
Added 188.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
752,426
shares
|
$20.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
750,119
shares
|
$20.9 Million
0.6% of portfolio
|
Q4 2024
Added 209.53%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
740,486
shares
|
$20.6 Million
16.42% of portfolio
|
Q4 2024
New holding
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
732,390
shares
|
$20.4 Million
7.14% of portfolio
|
Q4 2024
Added 217.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
719,554
shares
|
$20 Million
2.16% of portfolio
|
Q4 2024
Added 200.02%
|