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 1,928 institutions that hold shares in the stock, with a total of 818 Million shares, which have been reported (via 13F filing form) to have a value of $22.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
11,644
shares
|
$323,586
0.27% of portfolio
|
Q4 2024
Added 328.4%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
11,610
shares
|
$322,641
0.03% of portfolio
|
Q4 2024
Added 362.37%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
11,580
shares
|
$321,808
0.51% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
11,533
shares
|
$320,502
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
11,524
shares
|
$320,251
0.21% of portfolio
|
Q4 2024
Added 195.26%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
11,506
shares
|
$319,751
0.01% of portfolio
|
Q4 2024
Added 184.17%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
11,500
shares
|
$319,585
0.15% of portfolio
|
Q4 2024
Added 283.33%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
11,480
shares
|
$319,029
0.02% of portfolio
|
Q4 2024
Added 174.84%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
11,460
shares
|
$318,473
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
11,433
shares
|
$317,723
0.04% of portfolio
|
Q4 2024
Added 175.89%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
11,428
shares
|
$317,584
0.1% of portfolio
|
Q4 2024
Added 210.8%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
11,338
shares
|
$315,083
0.1% of portfolio
|
Q4 2024
Added 200.03%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,315
shares
|
$314,443
0.02% of portfolio
|
Q4 2022
Added 55.0%
|