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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,118
shares
|
$31,113
0.02% of portfolio
|
Q4 2024
Added 202.16%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,078
shares
|
$30,000
0.02% of portfolio
|
Q4 2024
Added 184.43%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,015
shares
|
$28,247
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,010
shares
|
$28,108
0.01% of portfolio
|
Q3 2024
Added 24.69%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$27,830
0.01% of portfolio
|
Q3 2021
Reduced 18.63%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
966
shares
|
$26,883
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
906
shares
|
$25,213
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
900
shares
|
$25,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
892
shares
|
$24,824
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
875
shares
|
$24,351
0.04% of portfolio
|
Q4 2023
Reduced 14.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
875
shares
|
$24,351
0.0% of portfolio
|
Q4 2023
Added 76.77%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
810
shares
|
$22,542
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
809
shares
|
$22,514
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
807
shares
|
$22,458
0.0% of portfolio
|
Q4 2024
Added 212.79%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
804
shares
|
$22,375
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
748
shares
|
$20,816
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
747
shares
|
$20,789
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
741
shares
|
$20,622
0.01% of portfolio
|
Q4 2024
Added 202.45%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
712
shares
|
$19,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
700
shares
|
$19,481
0.01% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$19,481
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
691
shares
|
$19,230
0.0% of portfolio
|
Q4 2023
Reduced 18.8%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
678
shares
|
$18,868
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
668
shares
|
$18,590
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
661
shares
|
$18,395
0.0% of portfolio
|
Q3 2024
Added 144.81%
|