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 1,861 institutions that hold shares in the stock, with a total of 518 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
122
shares
|
$3,362
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
120
shares
|
$3,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
120
shares
|
$3,307
0.3% of portfolio
|
Q4 2024
Reduced 99.6%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
119
shares
|
$3,279
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
105
shares
|
$2,893
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
101
shares
|
$2,783
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$2,590
0.0% of portfolio
|
Q4 2022
Reduced 51.55%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
91
shares
|
$2,507
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
85
shares
|
$2,342
0.0% of portfolio
|
Q4 2024
Added 203.57%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
81
shares
|
$2,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
77
shares
|
$2,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
73
shares
|
$2,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
72
shares
|
$1,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
69
shares
|
$1,901
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
64
shares
|
$1,763
0.0% of portfolio
|
Q3 2024
Reduced 98.36%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
62
shares
|
$1,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
60
shares
|
$1,653
0.0% of portfolio
|
Q3 2024
Reduced 85.88%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
54
shares
|
$1,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
50
shares
|
$1,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,378
0.0% of portfolio
|
Q1 2024
Reduced 15.25%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$1,322
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
48
shares
|
$1,322
0.0% of portfolio
|
Q2 2024
Reduced 95.42%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
45
shares
|
$1,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
44
shares
|
$1,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
39
shares
|
$1,074
0.0% of portfolio
|
Q4 2024
New holding
|