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 1,751 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $7.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
160,246
shares
|
$4.6 Million
4.85% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
156,213
shares
|
$4.48 Million
13.07% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
155,465
shares
|
$4.46 Million
7.97% of portfolio
|
Q3 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
152,394
shares
|
$4.38 Million
4.26% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
152,106
shares
|
$4.37 Million
0.99% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
151,506
shares
|
$4.35 Million
0.19% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
151,411
shares
|
$4.35 Million
1.87% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
148,740
shares
|
$4.27 Million
5.7% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
146,547
shares
|
$4.21 Million
2.04% of portfolio
|
Q3 2024
Added 32.57%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
146,013
shares
|
$4.19 Million
2.08% of portfolio
|
Q3 2024
Added 20.63%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
145,867
shares
|
$4.19 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
145,468
shares
|
$4.18 Million
7.94% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
144,997
shares
|
$4.16 Million
0.13% of portfolio
|
Q3 2024
Added 49.65%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
144,688
shares
|
$4.15 Million
1.87% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
143,941
shares
|
$4.13 Million
2.21% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
143,841
shares
|
$4.13 Million
6.54% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
143,647
shares
|
$4.12 Million
0.44% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
143,254
shares
|
$4.11 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
141,930
shares
|
$4.07 Million
1.88% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
141,239
shares
|
$4.05 Million
0.84% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
139,843
shares
|
$4.01 Million
3.98% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
139,200
shares
|
$4 Million
7.78% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
138,534
shares
|
$3.98 Million
1.51% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
138,112
shares
|
$3.97 Million
0.24% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
137,837
shares
|
$3.96 Million
4.72% of portfolio
|
Q3 2024
Added 7.97%
|