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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
659
shares
|
$18,339
0.01% of portfolio
|
Q4 2024
Added 202.29%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
651
shares
|
$18,117
0.01% of portfolio
|
Q4 2024
Added 202.79%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
650
shares
|
$18,089
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,811
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,811
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
621
shares
|
$17,282
0.02% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
609
shares
|
$16,948
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
600
shares
|
$16,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
591
shares
|
$16,447
0.0% of portfolio
|
Q4 2024
Added 1341.46%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
527
shares
|
$14,666
0.01% of portfolio
|
Q3 2024
Added 997.92%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
527
shares
|
$14,666
0.02% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
520
shares
|
$14,471
0.0% of portfolio
|
Q4 2024
Added 202.33%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
513
shares
|
$14,276
0.01% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
500
shares
|
$13,915
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
498
shares
|
$13,859
0.01% of portfolio
|
Q2 2024
Reduced 80.91%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
474
shares
|
$13,191
0.0% of portfolio
|
Q4 2024
Reduced 50.52%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
450
shares
|
$12,523
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
442
shares
|
$12,300
0.05% of portfolio
|
Q3 2022
Added 320.95%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
410
shares
|
$11,410
0.01% of portfolio
|
Q3 2024
Added 105.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
399
shares
|
$11,104
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
399
shares
|
$11,104
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
395
shares
|
$10,992
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
383
shares
|
$10,658
0.0% of portfolio
|
Q4 2024
Reduced 43.68%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
375
shares
|
$10,436
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
343
shares
|
$9,545
0.02% of portfolio
|
Q2 2024
New holding
|