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 |
|---|---|---|---|---|---|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
1,089,645
shares
|
$30.1 Million
8.76% of portfolio
|
Q4 2024
Added 213.56%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,083,103
shares
|
$29.9 Million
4.35% of portfolio
|
Q4 2024
Added 201.97%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,080,263
shares
|
$29.8 Million
2.26% of portfolio
|
Q4 2024
Added 214.32%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
1,079,201
shares
|
$29.8 Million
5.16% of portfolio
|
Q4 2024
Added 199.2%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,073,750
shares
|
$29.6 Million
7.13% of portfolio
|
Q4 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,061,816
shares
|
$29.3 Million
9.47% of portfolio
|
Q4 2024
Added 188.81%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,059,480
shares
|
$29.2 Million
10.22% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
1,058,927
shares
|
$29.2 Million
10.53% of portfolio
|
Q4 2024
Added 184.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,055,254
shares
|
$29.1 Million
0.42% of portfolio
|
Q4 2024
Added 208.78%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
1,052,897
shares
|
$29 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,042,402
shares
|
$28.7 Million
2.7% of portfolio
|
Q4 2024
Added 214.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,037,731
shares
|
$28.6 Million
0.08% of portfolio
|
Q4 2024
Added 204.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
1,034,080
shares
|
$28.5 Million
2.57% of portfolio
|
Q4 2024
Added 311.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,005,987
shares
|
$27.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 32.35%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
980,424
shares
|
$27 Million
22.09% of portfolio
|
Q4 2024
Added 199.14%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
974,009
shares
|
$26.9 Million
10.33% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
968,987
shares
|
$26.7 Million
2.95% of portfolio
|
Q4 2024
Added 202.23%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
954,107
shares
|
$26.3 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
953,822
shares
|
$26.3 Million
3.78% of portfolio
|
Q4 2024
Added 216.01%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
948,172
shares
|
$26.2 Million
10.2% of portfolio
|
Q4 2024
Added 226.85%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
945,642
shares
|
$26.1 Million
0.12% of portfolio
|
Q4 2024
Added 217.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
927,418
shares
|
$25.6 Million
0.16% of portfolio
|
Q4 2024
Added 111.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
924,802
shares
|
$25.5 Million
0.16% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
924,282
shares
|
$25.5 Million
0.37% of portfolio
|
Q4 2024
Added 252.39%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
916,153
shares
|
$25.3 Million
7.78% of portfolio
|
Q4 2024
Added 228.12%
|