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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,285
shares
|
$64,048
0.02% of portfolio
|
Q4 2024
Added 199.87%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
2,244
shares
|
$62,899
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
2,230
shares
|
$62,506
0.02% of portfolio
|
Q4 2024
Added 214.08%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,173
shares
|
$60,909
0.01% of portfolio
|
Q4 2024
Added 654.51%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,169
shares
|
$60,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2,136
shares
|
$59,872
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,062
shares
|
$57,797
0.01% of portfolio
|
Q4 2024
Added 208.68%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,983
shares
|
$55,583
0.02% of portfolio
|
Q2 2023
Added 4.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,981
shares
|
$55,527
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,923
shares
|
$53,901
0.01% of portfolio
|
Q4 2024
Added 91.15%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,917
shares
|
$53,733
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
1,875
shares
|
$52,556
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,863
shares
|
$52,219
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,854
shares
|
$51,967
0.03% of portfolio
|
Q4 2024
Reduced 97.71%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,834
shares
|
$51,407
0.0% of portfolio
|
Q4 2024
Added 648.57%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,827
shares
|
$51,210
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,800
shares
|
$50,454
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,791
shares
|
$50,201
0.0% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,747
shares
|
$48,968
0.02% of portfolio
|
Q4 2024
Added 88.05%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,732
shares
|
$48,547
0.01% of portfolio
|
Q4 2024
Added 612.76%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,698
shares
|
$47,594
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
1,690
shares
|
$47,370
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,677
shares
|
$47,006
0.03% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,585
shares
|
$44,427
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,585
shares
|
$44,427
0.02% of portfolio
|
Q4 2024
Added 200.76%
|