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 1,919 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
16,488
shares
|
$458,201
0.13% of portfolio
|
Q4 2024
Added 252.61%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
16,391
shares
|
$455,505
0.09% of portfolio
|
Q4 2024
Added 413.82%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
16,367
shares
|
$454,838
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
16,362
shares
|
$454,699
0.03% of portfolio
|
Q4 2024
Added 200.17%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
16,343
shares
|
$454,171
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
16,284
shares
|
$452,532
0.31% of portfolio
|
Q4 2024
Added 241.53%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
16,258
shares
|
$451,809
0.01% of portfolio
|
Q4 2024
Added 91.99%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
16,179
shares
|
$449,614
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
16,163
shares
|
$449,169
0.0% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
16,086
shares
|
$447,029
0.05% of portfolio
|
Q4 2024
Added 194.02%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
16,072
shares
|
$446,640
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
16,000
shares
|
$444,640
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
15,978
shares
|
$444,028
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
15,951
shares
|
$443,278
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,875
shares
|
$441,166
0.24% of portfolio
|
Q4 2024
Added 319.97%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
15,829
shares
|
$439,887
0.12% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
15,807
shares
|
$439,276
0.97% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,806
shares
|
$439,248
0.1% of portfolio
|
Q3 2022
Added 28.97%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
15,773
shares
|
$438,331
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
15,740
shares
|
$437,414
0.16% of portfolio
|
Q4 2024
Added 168.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
15,689
shares
|
$435,997
0.06% of portfolio
|
Q4 2024
Added 406.42%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
15,687
shares
|
$435,941
0.06% of portfolio
|
Q4 2024
Added 228.94%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
15,685
shares
|
$435,886
0.1% of portfolio
|
Q4 2024
Added 299.82%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
15,621
shares
|
$434,107
0.02% of portfolio
|
Q4 2024
Added 160.05%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
15,601
shares
|
$433,551
0.38% of portfolio
|
Q4 2024
New holding
|