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 1,949 institutions that hold shares in the stock, with a total of 833 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,080
shares
|
$114,362
0.04% of portfolio
|
Q4 2024
Added 202.67%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,005
shares
|
$112,260
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,930
shares
|
$110,157
0.07% of portfolio
|
Q2 2023
Added 19.09%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
3,858
shares
|
$108,139
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
3,853
shares
|
$107,999
0.04% of portfolio
|
Q4 2024
Added 176.2%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,732
shares
|
$104,607
0.08% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
3,732
shares
|
$104,607
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,720
shares
|
$104,271
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,668
shares
|
$102,814
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
3,661
shares
|
$102,617
0.07% of portfolio
|
Q4 2024
Added 140.7%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
3,654
shares
|
$102,421
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
3,600
shares
|
$100,908
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,561
shares
|
$99,814
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,468
shares
|
$97,208
0.03% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
3,444
shares
|
$96,535
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
3,420
shares
|
$95,862
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,353
shares
|
$93,984
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,311
shares
|
$92,807
0.01% of portfolio
|
Q4 2024
Added 340.29%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
3,303
shares
|
$92,583
0.07% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
3,294
shares
|
$92,330
0.0% of portfolio
|
Q4 2024
Added 229.07%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,271
shares
|
$91,686
0.01% of portfolio
|
Q4 2022
Reduced 12.02%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
3,262
shares
|
$91,433
0.05% of portfolio
|
Q4 2024
Added 201.76%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
3,240
shares
|
$90,817
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,228
shares
|
$90,480
0.03% of portfolio
|
Q4 2024
Added 202.81%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
3,215
shares
|
$90,116
0.05% of portfolio
|
Q4 2024
New holding
|