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 |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
11,245
shares
|
$312,498
0.07% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
11,239
shares
|
$312,331
0.04% of portfolio
|
Q4 2024
Added 183.1%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,177
shares
|
$310,608
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
10,990
shares
|
$305,412
0.13% of portfolio
|
Q4 2024
Added 136.09%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
10,986
shares
|
$305,300
0.06% of portfolio
|
Q4 2024
Added 191.72%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,953
shares
|
$304,383
0.11% of portfolio
|
Q4 2024
Added 228.82%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
10,862
shares
|
$301,854
0.08% of portfolio
|
Q4 2024
Added 202.82%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,815
shares
|
$300,548
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
10,800
shares
|
$300,132
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
10,784
shares
|
$299,687
0.03% of portfolio
|
Q4 2024
Added 218.77%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,781
shares
|
$299,603
0.03% of portfolio
|
Q4 2024
Added 201.82%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,773
shares
|
$299,381
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
10,770
shares
|
$299,298
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
10,756
shares
|
$298,909
0.02% of portfolio
|
Q4 2024
Added 191.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
10,734
shares
|
$298,297
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
10,711
shares
|
$297,658
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
10,677
shares
|
$296,713
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
10,614
shares
|
$294,963
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
10,563
shares
|
$293,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,554
shares
|
$293,295
0.03% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
10,545
shares
|
$293,045
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,534
shares
|
$292,739
0.02% of portfolio
|
Q4 2024
Added 295.12%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,508
shares
|
$292,017
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
10,500
shares
|
$291,795
0.02% of portfolio
|
Q4 2024
Added 34900.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
10,500
shares
|
$291,795
0.03% of portfolio
|
Q4 2024
Added 200.0%
|