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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
10,488
shares
|
$291,461
0.01% of portfolio
|
Q4 2024
Added 182.54%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
10,470
shares
|
$290,961
0.01% of portfolio
|
Q4 2024
Added 519.89%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,459
shares
|
$290,655
0.02% of portfolio
|
Q4 2024
Added 210.36%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
10,446
shares
|
$290,294
0.02% of portfolio
|
Q4 2024
Added 219.06%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
10,425
shares
|
$289,710
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,386
shares
|
$288,626
0.12% of portfolio
|
Q2 2023
Reduced 6.68%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
10,362
shares
|
$287,959
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,350
shares
|
$287,626
0.05% of portfolio
|
Q4 2024
Added 201.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$287,070
0.02% of portfolio
|
Q4 2024
Added 205.26%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,298
shares
|
$286,181
0.13% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
10,227
shares
|
$284,208
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
10,213
shares
|
$283,819
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
10,204
shares
|
$283,569
0.0% of portfolio
|
Q4 2024
Added 150.9%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
10,194
shares
|
$283,291
0.14% of portfolio
|
Q4 2024
Added 200.09%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
10,141
shares
|
$281,818
0.08% of portfolio
|
Q4 2024
Added 188.34%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
10,122
shares
|
$281,290
0.11% of portfolio
|
Q4 2024
Added 189.86%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
10,095
shares
|
$280,540
0.05% of portfolio
|
Q4 2024
Added 157.46%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,060
shares
|
$279,567
0.47% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
10,055
shares
|
$279,428
0.13% of portfolio
|
Q4 2024
Added 241.19%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
10,045
shares
|
$279,150
0.43% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
10,037
shares
|
$278,928
0.73% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
10,035
shares
|
$278,872
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,034
shares
|
$278,844
0.4% of portfolio
|
Q1 2022
Added 6.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,027
shares
|
$278,650
0.0% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
10,007
shares
|
$278,094
0.12% of portfolio
|
Q4 2024
Added 202.69%
|