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 |
|---|---|---|---|---|---|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,552
shares
|
$43,502
0.01% of portfolio
|
Q4 2024
Added 202.53%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,549
shares
|
$43,418
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,538
shares
|
$43,110
0.03% of portfolio
|
Q4 2024
Added 201.57%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$42,045
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,495
shares
|
$41,904
0.01% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,494
shares
|
$41,876
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,470
shares
|
$41,204
0.0% of portfolio
|
Q4 2024
Added 359.38%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
1,450
shares
|
$40,643
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,440
shares
|
$40,363
0.03% of portfolio
|
Q4 2024
Added 2780.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,357
shares
|
$38,036
0.02% of portfolio
|
Q4 2024
Added 235.89%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,350
shares
|
$37,840
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,339
shares
|
$37,532
0.01% of portfolio
|
Q4 2024
Added 169.96%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,292
shares
|
$36,214
0.04% of portfolio
|
Q4 2024
Added 248.25%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,276
shares
|
$35,766
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,245
shares
|
$34,897
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,235
shares
|
$34,617
0.02% of portfolio
|
Q4 2024
Reduced 98.87%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
1,200
shares
|
$33,636
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,191
shares
|
$33,383
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,176
shares
|
$32,963
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
1,152
shares
|
$32,290
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,142
shares
|
$32,010
0.06% of portfolio
|
Q2 2022
Reduced 90.31%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,118
shares
|
$31,337
0.02% of portfolio
|
Q4 2024
Added 202.16%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,078
shares
|
$30,216
0.02% of portfolio
|
Q4 2024
Added 184.43%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
1,048
shares
|
$29,375
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,041
shares
|
$29,179
0.0% of portfolio
|
Q4 2024
Added 294.32%
|