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 |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
10,005
shares
|
$278,038
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
10,005
shares
|
$278,038
0.17% of portfolio
|
Q4 2024
Added 154.9%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
9,987
shares
|
$277,538
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
9,912
shares
|
$275,454
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
9,897
shares
|
$275,037
0.14% of portfolio
|
Q4 2024
Added 202.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
9,895
shares
|
$274,982
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
9,875
shares
|
$274,426
0.02% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
9,873
shares
|
$274,370
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
9,852
shares
|
$273,787
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
9,840
shares
|
$273,453
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
9,831
shares
|
$273,203
0.06% of portfolio
|
Q4 2024
Added 202.77%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
9,772
shares
|
$271,563
0.14% of portfolio
|
Q4 2024
Added 200.95%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
9,768
shares
|
$271,452
0.1% of portfolio
|
Q4 2024
Added 201.67%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
9,753
shares
|
$271,035
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,744
shares
|
$270,785
0.01% of portfolio
|
Q4 2024
Reduced 63.85%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
9,736
shares
|
$270,563
0.18% of portfolio
|
Q4 2024
Added 205.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,714
shares
|
$269,952
0.01% of portfolio
|
Q4 2024
Added 201.4%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
9,708
shares
|
$269,785
0.19% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
9,697
shares
|
$269,479
0.02% of portfolio
|
Q4 2024
Added 254.68%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
9,693
shares
|
$269,368
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,678
shares
|
$268,951
0.0% of portfolio
|
Q4 2024
Added 62.38%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,662
shares
|
$268,506
0.06% of portfolio
|
Q4 2024
Added 211.88%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
9,626
shares
|
$267,506
0.03% of portfolio
|
Q4 2024
Added 201.94%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
9,616
shares
|
$267,228
0.05% of portfolio
|
Q4 2024
Added 272.57%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
9,589
shares
|
$266,478
0.27% of portfolio
|
Q4 2024
New holding
|