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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
15,565
shares
|
$432,551
0.02% of portfolio
|
Q4 2024
Added 198.75%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
15,499
shares
|
$430,717
0.03% of portfolio
|
Q4 2024
Added 169.78%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
15,466
shares
|
$429,800
0.09% of portfolio
|
Q4 2024
Added 196.4%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
15,397
shares
|
$427,882
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
15,393
shares
|
$427,771
0.02% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
15,361
shares
|
$426,882
0.14% of portfolio
|
Q4 2024
Added 53.4%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
15,288
shares
|
$424,853
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
15,285
shares
|
$424,770
0.04% of portfolio
|
Q4 2024
Added 202.79%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
15,258
shares
|
$424,019
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
15,199
shares
|
$422,380
0.03% of portfolio
|
Q4 2024
Added 235.52%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
15,186
shares
|
$422,018
0.05% of portfolio
|
Q4 2024
Added 200.83%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
15,174
shares
|
$421,685
0.14% of portfolio
|
Q4 2024
Added 219.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
15,153
shares
|
$421,101
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
15,147
shares
|
$420,935
0.02% of portfolio
|
Q4 2024
Added 83.96%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
15,143
shares
|
$420,823
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
15,121
shares
|
$420,212
0.27% of portfolio
|
Q4 2024
Added 200.08%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
15,100
shares
|
$419,629
0.31% of portfolio
|
Q4 2024
Added 209.74%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
15,085
shares
|
$419,212
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
15,070
shares
|
$418,795
0.28% of portfolio
|
Q4 2024
Added 198.53%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
15,061
shares
|
$418,545
0.0% of portfolio
|
Q4 2024
Reduced 20.28%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,034
shares
|
$417,794
0.67% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
15,024
shares
|
$417,516
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
14,943
shares
|
$415,265
0.32% of portfolio
|
Q4 2024
Added 287.93%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
14,937
shares
|
$415,099
0.02% of portfolio
|
Q4 2024
Added 316.07%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
14,883
shares
|
$413,598
0.14% of portfolio
|
Q4 2024
Added 200.0%
|