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 1,753 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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
101,304
shares
|
$2.91 Million
1.38% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
101,174
shares
|
$2.9 Million
4.41% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
100,341
shares
|
$2.88 Million
6.94% of portfolio
|
Q3 2024
Added 982.19%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
100,193
shares
|
$2.88 Million
4.19% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
100,098
shares
|
$2.87 Million
4.3% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
100,087
shares
|
$2.87 Million
0.09% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
100,023
shares
|
$2.87 Million
1.77% of portfolio
|
Q4 2022
Added 13.77%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
99,255
shares
|
$2.85 Million
1.95% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
98,184
shares
|
$2.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
97,659
shares
|
$2.8 Million
2.47% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
97,408
shares
|
$2.8 Million
0.28% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
97,312
shares
|
$2.79 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
97,115
shares
|
$2.79 Million
3.2% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
96,901
shares
|
$2.78 Million
1.03% of portfolio
|
Q3 2024
Added 160.68%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
96,754
shares
|
$2.78 Million
0.58% of portfolio
|
Q3 2024
Added 407.82%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
96,300
shares
|
$2.76 Million
5.74% of portfolio
|
Q4 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
96,215
shares
|
$2.76 Million
1.34% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
95,946
shares
|
$2.75 Million
7.77% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
95,533
shares
|
$2.74 Million
4.13% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
94,802
shares
|
$2.72 Million
6.41% of portfolio
|
Q4 2022
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
94,566
shares
|
$2.71 Million
4.3% of portfolio
|
Q3 2024
Added 19.73%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
94,451
shares
|
$2.71 Million
3.79% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
91,457
shares
|
$2.63 Million
1.36% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
90,668
shares
|
$2.6 Million
3.91% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
90,523
shares
|
$2.6 Million
3.69% of portfolio
|
Q3 2024
Added 0.24%
|