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 |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
11,480
shares
|
$316,618
0.02% of portfolio
|
Q4 2024
Added 174.84%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
11,428
shares
|
$315,184
0.1% of portfolio
|
Q4 2024
Added 210.8%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
11,403
shares
|
$314,494
0.07% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
11,338
shares
|
$312,702
0.1% of portfolio
|
Q4 2024
Added 200.03%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Apr 14, 2025 Q4 2024 |
11,330
shares
|
$312,481
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,315
shares
|
$312,067
0.02% of portfolio
|
Q4 2022
Added 55.0%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
11,239
shares
|
$309,971
0.04% of portfolio
|
Q4 2024
Added 183.1%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,177
shares
|
$308,261
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
11,132
shares
|
$307,020
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
10,990
shares
|
$303,104
0.13% of portfolio
|
Q4 2024
Added 136.09%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
10,986
shares
|
$302,993
0.06% of portfolio
|
Q4 2024
Added 191.72%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,953
shares
|
$302,083
0.11% of portfolio
|
Q4 2024
Added 228.82%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
10,930
shares
|
$301,449
0.08% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
10,800
shares
|
$297,864
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
10,784
shares
|
$297,422
0.03% of portfolio
|
Q4 2024
Added 218.77%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,781
shares
|
$297,339
0.03% of portfolio
|
Q4 2024
Added 201.82%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,773
shares
|
$297,119
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
10,770
shares
|
$297,036
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
10,756
shares
|
$296,650
0.02% of portfolio
|
Q4 2024
Added 191.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
10,734
shares
|
$296,043
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
10,711
shares
|
$295,409
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
10,677
shares
|
$294,471
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
10,614
shares
|
$292,734
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
10,563
shares
|
$291,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,554
shares
|
$291,079
0.03% of portfolio
|
Q4 2023
Reduced 17.2%
|