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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
14,840
shares
|
$412,403
0.19% of portfolio
|
Q4 2024
Added 190.98%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
14,828
shares
|
$412,070
0.11% of portfolio
|
Q4 2024
Added 159.68%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
14,824
shares
|
$411,958
0.08% of portfolio
|
Q4 2024
Added 169.92%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
14,720
shares
|
$409,068
0.11% of portfolio
|
Q4 2024
Added 228.5%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
14,640
shares
|
$406,845
0.04% of portfolio
|
Q4 2024
Added 250.74%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
14,621
shares
|
$406,317
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
14,572
shares
|
$404,955
0.07% of portfolio
|
Q4 2024
Added 113.1%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
14,415
shares
|
$400,592
0.11% of portfolio
|
Q4 2024
Added 199.56%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
14,411
shares
|
$400,481
0.22% of portfolio
|
Q4 2024
Added 194.82%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
14,337
shares
|
$398,425
0.09% of portfolio
|
Q4 2024
Added 202.53%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
14,319
shares
|
$397,925
0.53% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
14,314
shares
|
$397,786
0.15% of portfolio
|
Q4 2024
Added 198.77%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
14,215
shares
|
$395,034
0.16% of portfolio
|
Q4 2024
Added 208.95%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
14,172
shares
|
$393,839
0.02% of portfolio
|
Q4 2024
Added 418.17%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,156
shares
|
$393,395
0.12% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
14,142
shares
|
$393,006
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
14,098
shares
|
$391,783
0.09% of portfolio
|
Q4 2024
Added 415.84%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
14,095
shares
|
$391,700
0.03% of portfolio
|
Q4 2024
Added 403.93%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,093
shares
|
$391,644
0.01% of portfolio
|
Q4 2024
Added 142.31%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
14,062
shares
|
$390,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
14,040
shares
|
$390,171
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
14,007
shares
|
$389,254
0.03% of portfolio
|
Q4 2024
Reduced 96.34%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
13,996
shares
|
$388,948
0.13% of portfolio
|
Q4 2024
Added 458.28%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
13,962
shares
|
$388,003
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
13,929
shares
|
$387,086
0.31% of portfolio
|
Q4 2024
Added 200.0%
|