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 |
|---|---|---|---|---|---|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
19,459
shares
|
$539,987
0.03% of portfolio
|
Q4 2024
Added 189.91%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
19,327
shares
|
$536,324
0.01% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
19,289
shares
|
$535,269
0.18% of portfolio
|
Q4 2024
Added 196.94%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
19,191
shares
|
$532,550
0.04% of portfolio
|
Q4 2024
Added 175.26%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
19,043
shares
|
$528,443
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
19,029
shares
|
$528,054
0.01% of portfolio
|
Q4 2024
Added 197.75%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
19,026
shares
|
$527,971
0.04% of portfolio
|
Q4 2024
Added 318.8%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
18,964
shares
|
$526,251
0.02% of portfolio
|
Q4 2024
Added 147.8%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
18,930
shares
|
$525,307
0.02% of portfolio
|
Q4 2024
Added 243.43%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
18,919
shares
|
$525,002
0.12% of portfolio
|
Q4 2024
Added 536.36%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
18,892
shares
|
$524,253
0.01% of portfolio
|
Q3 2024
Reduced 44.15%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
18,837
shares
|
$522,726
0.05% of portfolio
|
Q4 2024
Added 200.67%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
18,798
shares
|
$521,644
0.21% of portfolio
|
Q4 2024
Added 202.32%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
18,738
shares
|
$519,979
0.19% of portfolio
|
Q4 2024
Added 145.94%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
18,736
shares
|
$519,924
0.03% of portfolio
|
Q4 2024
Added 198.3%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
18,687
shares
|
$518,564
0.05% of portfolio
|
Q4 2024
Added 199.71%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
18,685
shares
|
$518,508
0.21% of portfolio
|
Q4 2024
Added 200.89%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
18,604
shares
|
$516,261
0.38% of portfolio
|
Q4 2024
Added 281.31%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
18,598
shares
|
$516,094
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
18,591
shares
|
$515,900
0.28% of portfolio
|
Q4 2024
Added 196.74%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
18,528
shares
|
$514,152
0.46% of portfolio
|
Q4 2024
Added 200.34%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
18,471
shares
|
$512,570
0.49% of portfolio
|
Q4 2024
Added 274.13%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
18,450
shares
|
$511,987
0.5% of portfolio
|
Q4 2024
Added 220.81%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
18,426
shares
|
$511,321
0.28% of portfolio
|
Q4 2024
Added 236.55%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
18,287
shares
|
$507,464
0.34% of portfolio
|
Q4 2024
Added 200.33%
|