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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
1,690
shares
|
$47,032
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,677
shares
|
$46,670
0.03% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,585
shares
|
$44,110
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,584
shares
|
$44,082
0.15% of portfolio
|
Q3 2024
Added 738.1%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,568
shares
|
$43,637
0.07% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,549
shares
|
$43,108
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,538
shares
|
$42,802
0.03% of portfolio
|
Q4 2024
Added 201.57%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,495
shares
|
$41,605
0.01% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,488
shares
|
$41,411
0.03% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
1,450
shares
|
$40,353
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
1,395
shares
|
$38,822
0.04% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,357
shares
|
$37,765
0.02% of portfolio
|
Q4 2024
Added 235.89%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,348
shares
|
$37,514
0.03% of portfolio
|
Q1 2022
Reduced 97.4%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,339
shares
|
$37,264
0.01% of portfolio
|
Q4 2024
Added 169.96%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,292
shares
|
$35,956
0.04% of portfolio
|
Q4 2024
Added 248.25%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,245
shares
|
$34,648
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,244
shares
|
$34,620
0.02% of portfolio
|
Q3 2023
Reduced 3.12%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,235
shares
|
$34,370
0.02% of portfolio
|
Q4 2024
Reduced 98.87%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,200
shares
|
$33,396
0.04% of portfolio
|
Q2 2024
Added 220.0%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,191
shares
|
$33,145
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,187
shares
|
$33,034
0.03% of portfolio
|
Q3 2023
Reduced 11.62%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,176
shares
|
$32,728
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
1,152
shares
|
$32,060
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,142
shares
|
$31,781
0.06% of portfolio
|
Q2 2022
Reduced 90.31%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,140
shares
|
$31,726
0.01% of portfolio
|
Q1 2023
New holding
|