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 1,822 institutions that hold shares in the stock, with a total of 430 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
711,988
shares
|
$19.8 Million
4.62% of portfolio
|
Q4 2024
Added 207.58%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
703,581
shares
|
$19.6 Million
13.31% of portfolio
|
Q4 2024
Added 188.09%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
700,714
shares
|
$19.5 Million
2.91% of portfolio
|
Q4 2024
Added 238.24%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
699,852
shares
|
$19.5 Million
4.45% of portfolio
|
Q4 2024
Added 237.0%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
699,122
shares
|
$19.5 Million
14.31% of portfolio
|
Q4 2024
Added 201.33%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
689,235
shares
|
$19.2 Million
12.02% of portfolio
|
Q4 2024
Added 198.5%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
678,808
shares
|
$18.9 Million
4.68% of portfolio
|
Q4 2024
Added 201.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
666,186
shares
|
$18.5 Million
0.53% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
659,633
shares
|
$18.4 Million
0.13% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
658,825
shares
|
$18.3 Million
0.04% of portfolio
|
Q4 2024
Added 168.93%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
655,766
shares
|
$18.2 Million
1.79% of portfolio
|
Q4 2024
Added 188.79%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
635,171
shares
|
$17.7 Million
8.72% of portfolio
|
Q4 2024
Added 208.09%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
635,170
shares
|
$17.7 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
632,126
shares
|
$17.6 Million
2.47% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
624,391
shares
|
$17.4 Million
0.61% of portfolio
|
Q4 2024
Added 691.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
616,185
shares
|
$17.1 Million
0.83% of portfolio
|
Q3 2024
Added 164.44%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
614,398
shares
|
$17.1 Million
6.0% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
613,892
shares
|
$17.1 Million
0.49% of portfolio
|
Q4 2024
Added 197.04%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
610,355
shares
|
$17 Million
6.77% of portfolio
|
Q4 2024
Added 208.94%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
607,770
shares
|
$16.9 Million
2.07% of portfolio
|
Q4 2024
Added 202.44%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
599,945
shares
|
$16.7 Million
1.55% of portfolio
|
Q4 2024
Added 253.92%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
593,444
shares
|
$16.5 Million
0.29% of portfolio
|
Q4 2024
Added 183.7%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
589,033
shares
|
$16.4 Million
8.24% of portfolio
|
Q4 2024
Added 198.0%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
586,966
shares
|
$16.3 Million
11.24% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
578,558
shares
|
$16.1 Million
3.76% of portfolio
|
Q4 2024
Added 203.43%
|