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 1,944 institutions that hold shares in the stock, with a total of 825 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
591
shares
|
$16,819
0.0% of portfolio
|
Q4 2024
Added 1341.46%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
568
shares
|
$16,165
0.01% of portfolio
|
Q4 2024
Added 202.13%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
567
shares
|
$16,136
0.02% of portfolio
|
Q4 2024
Reduced 64.2%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
525
shares
|
$14,941
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
520
shares
|
$14,799
0.0% of portfolio
|
Q4 2024
Added 202.33%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
474
shares
|
$13,490
0.0% of portfolio
|
Q4 2024
Reduced 50.52%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
450
shares
|
$12,807
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
447
shares
|
$12,721
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
442
shares
|
$12,579
0.05% of portfolio
|
Q3 2022
Added 320.95%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
426
shares
|
$12,123
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
417
shares
|
$11,867
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
414
shares
|
$11,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
395
shares
|
$11,241
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
383
shares
|
$10,900
0.0% of portfolio
|
Q4 2024
Reduced 43.68%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
375
shares
|
$10,672
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
360
shares
|
$10,245
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
334
shares
|
$9,505
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
318
shares
|
$9,050
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
306
shares
|
$8,708
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
300
shares
|
$8,538
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
300
shares
|
$8,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
295
shares
|
$8,395
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
275
shares
|
$7,826
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
270
shares
|
$7,684
0.0% of portfolio
|
Q4 2024
Added 462.5%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
260
shares
|
$7,399
0.0% of portfolio
|
Q4 2024
Reduced 61.65%
|