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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
477,308
shares
|
$13.3 Million
1.96% of portfolio
|
Q4 2024
Added 236.3%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
474,334
shares
|
$13.2 Million
0.22% of portfolio
|
Q4 2024
Added 264.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
469,779
shares
|
$13.1 Million
0.4% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
465,591
shares
|
$13 Million
4.01% of portfolio
|
Q4 2024
Added 205.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
465,514
shares
|
$13 Million
0.74% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
463,432
shares
|
$12.9 Million
12.18% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
463,099
shares
|
$12.9 Million
10.81% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
461,949
shares
|
$12.9 Million
0.69% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
460,767
shares
|
$12.8 Million
27.21% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
460,649
shares
|
$12.8 Million
0.46% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
456,424
shares
|
$12.7 Million
2.24% of portfolio
|
Q4 2024
Added 236.43%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
454,919
shares
|
$12.7 Million
7.56% of portfolio
|
Q4 2024
Added 212.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
452,660
shares
|
$12.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
450,103
shares
|
$12.5 Million
8.49% of portfolio
|
Q2 2022
Added 213.5%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
445,494
shares
|
$12.4 Million
4.72% of portfolio
|
Q4 2024
Added 223.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
439,342
shares
|
$12.2 Million
0.25% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
434,797
shares
|
$12.1 Million
15.82% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
433,699
shares
|
$12.1 Million
0.45% of portfolio
|
Q4 2024
Added 248.07%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
432,339
shares
|
$12 Million
6.63% of portfolio
|
Q3 2024
Added 197.14%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
430,466
shares
|
$12 Million
1.19% of portfolio
|
Q4 2024
Added 277.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
422,621
shares
|
$11.8 Million
0.25% of portfolio
|
Q4 2024
Added 305.82%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
422,104
shares
|
$11.7 Million
0.8% of portfolio
|
Q4 2024
Added 198.86%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
420,343
shares
|
$11.7 Million
1.58% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
420,025
shares
|
$11.7 Million
3.94% of portfolio
|
Q4 2024
Added 200.35%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
419,008
shares
|
$11.7 Million
6.53% of portfolio
|
Q3 2024
Added 2.44%
|