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 1,955 institutions that hold shares in the stock, with a total of 850 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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
14,142
shares
|
$390,036
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
14,095
shares
|
$388,740
0.03% of portfolio
|
Q4 2024
Added 403.93%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,093
shares
|
$388,684
0.01% of portfolio
|
Q4 2024
Added 142.31%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
14,076
shares
|
$388,216
0.11% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
14,062
shares
|
$387,829
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
14,007
shares
|
$386,313
0.03% of portfolio
|
Q4 2024
Reduced 96.34%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
13,996
shares
|
$386,009
0.13% of portfolio
|
Q4 2024
Added 458.28%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Feb 25, 2025 Q4 2024 |
13,985
shares
|
$385,706
0.16% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
13,962
shares
|
$385,071
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
13,929
shares
|
$384,161
0.31% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
13,846
shares
|
$381,872
0.43% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
13,798
shares
|
$380,548
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
13,586
shares
|
$374,701
0.04% of portfolio
|
Q4 2024
Added 316.49%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,563
shares
|
$374,067
0.34% of portfolio
|
Q4 2024
Added 210.37%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
13,546
shares
|
$373,598
0.09% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
13,546
shares
|
$373,598
0.03% of portfolio
|
Q4 2024
Added 398.38%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
13,545
shares
|
$373,571
0.2% of portfolio
|
Q4 2024
Added 191.86%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
13,519
shares
|
$372,854
0.81% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
13,518
shares
|
$372,826
0.04% of portfolio
|
Q4 2024
Added 206.11%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
13,515
shares
|
$372,743
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
13,480
shares
|
$371,778
0.14% of portfolio
|
Q4 2024
Added 188.22%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
13,390
shares
|
$369,296
0.13% of portfolio
|
Q4 2024
Added 242.63%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
13,350
shares
|
$368,193
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
13,336
shares
|
$367,806
0.17% of portfolio
|
Q4 2024
Added 201.92%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
13,311
shares
|
$367,117
0.2% of portfolio
|
Q4 2024
Added 200.88%
|