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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
12,387
shares
|
$344,234
0.01% of portfolio
|
Q4 2024
Added 215.19%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
12,341
shares
|
$342,956
0.04% of portfolio
|
Q4 2024
Added 410.38%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
12,336
shares
|
$342,817
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
12,333
shares
|
$342,734
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
12,294
shares
|
$341,650
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
12,265
shares
|
$340,844
0.01% of portfolio
|
Q4 2024
Added 193.07%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
12,249
shares
|
$340,399
0.02% of portfolio
|
Q4 2024
Added 373.3%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
12,180
shares
|
$338,482
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
12,179
shares
|
$338,454
0.06% of portfolio
|
Q4 2024
Added 153.99%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
12,176
shares
|
$338,371
0.46% of portfolio
|
Q2 2023
Reduced 50.77%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
12,150
shares
|
$337,648
0.0% of portfolio
|
Q4 2024
Added 291.94%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
12,114
shares
|
$336,648
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
12,087
shares
|
$335,897
0.14% of portfolio
|
Q4 2024
Added 166.76%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
12,056
shares
|
$335,036
0.06% of portfolio
|
Q4 2024
Added 87.35%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,962
shares
|
$332,423
0.01% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,919
shares
|
$331,229
0.0% of portfolio
|
Q2 2023
Added 23.17%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
11,908
shares
|
$330,923
0.1% of portfolio
|
Q1 2023
Reduced 62.23%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
11,866
shares
|
$329,756
0.07% of portfolio
|
Q4 2024
Added 202.94%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
11,861
shares
|
$329,617
0.08% of portfolio
|
Q4 2024
Added 250.09%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
11,851
shares
|
$329,339
0.1% of portfolio
|
Q4 2024
Added 199.57%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,851
shares
|
$329,339
0.56% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
11,787
shares
|
$327,560
0.19% of portfolio
|
Q4 2024
Added 201.69%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
11,756
shares
|
$326,699
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,738
shares
|
$326,199
0.08% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,667
shares
|
$324,225
0.01% of portfolio
|
Q4 2024
Added 132.78%
|