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 1,972 institutions that hold shares in the stock, with a total of 847 Million shares, which have been reported (via 13F filing form) to have a value of $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
907,541
shares
|
$23.3 Million
0.81% of portfolio
|
Q4 2024
Added 205.98%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
900,926
shares
|
$23.1 Million
5.64% of portfolio
|
Q4 2024
Added 207.97%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
899,104
shares
|
$23.1 Million
7.05% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
887,612
shares
|
$22.8 Million
1.93% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
885,426
shares
|
$22.7 Million
19.91% of portfolio
|
Q4 2024
Added 189.96%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
881,329
shares
|
$22.6 Million
1.54% of portfolio
|
Q4 2024
Added 290.51%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
876,556
shares
|
$22.5 Million
0.23% of portfolio
|
Q4 2024
Added 237.18%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
874,273
shares
|
$22.4 Million
3.61% of portfolio
|
Q4 2024
Added 205.26%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
872,406
shares
|
$22.4 Million
8.85% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
864,599
shares
|
$22.2 Million
10.7% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
853,043
shares
|
$21.9 Million
5.74% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
851,307
shares
|
$21.9 Million
0.57% of portfolio
|
Q4 2024
Added 229.11%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
840,184
shares
|
$21.6 Million
23.62% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
838,701
shares
|
$21.5 Million
4.23% of portfolio
|
Q4 2024
Added 205.85%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
833,124
shares
|
$21.4 Million
0.85% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Mar 06, 2025 Q4 2024 |
824,871
shares
|
$21.2 Million
12.21% of portfolio
|
Q4 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
822,539
shares
|
$21.1 Million
0.53% of portfolio
|
Q4 2024
Added 188.91%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
816,753
shares
|
$21 Million
0.62% of portfolio
|
Q4 2024
Added 205.76%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
815,641
shares
|
$20.9 Million
0.53% of portfolio
|
Q4 2024
Added 192.77%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
815,541
shares
|
$20.9 Million
6.84% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
805,876
shares
|
$20.7 Million
5.7% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
804,897
shares
|
$20.7 Million
2.34% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
798,274
shares
|
$20.5 Million
0.63% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
796,438
shares
|
$20.4 Million
0.27% of portfolio
|
Q4 2024
Added 207.56%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
794,672
shares
|
$20.4 Million
1.95% of portfolio
|
Q4 2024
Added 240.82%
|