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 $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
90,488
shares
|
$2.66 Million
1.3% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
90,185
shares
|
$2.65 Million
0.56% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
90,161
shares
|
$2.65 Million
5.92% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
90,078
shares
|
$2.64 Million
0.47% of portfolio
|
Q3 2024
Added 40.2%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
89,643
shares
|
$2.63 Million
1.05% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
88,657
shares
|
$2.6 Million
1.22% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
88,563
shares
|
$2.6 Million
2.76% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
88,327
shares
|
$2.59 Million
0.23% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
88,109
shares
|
$2.59 Million
2.72% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
88,108
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Added 1468366.62%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
87,892
shares
|
$2.58 Million
5.1% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
87,746
shares
|
$2.58 Million
0.94% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
87,175
shares
|
$2.56 Million
2.57% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
87,155
shares
|
$2.56 Million
10.42% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
86,009
shares
|
$2.52 Million
2.82% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
85,964
shares
|
$2.52 Million
0.15% of portfolio
|
Q3 2024
Added 33.67%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
85,182
shares
|
$2.5 Million
3.78% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
85,072
shares
|
$2.5 Million
4.64% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
85,011
shares
|
$2.5 Million
0.76% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
84,843
shares
|
$2.49 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
84,285
shares
|
$2.47 Million
0.11% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
84,230
shares
|
$2.47 Million
2.29% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
83,491
shares
|
$2.45 Million
2.01% of portfolio
|
Q3 2024
Reduced 37.52%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
83,062
shares
|
$2.44 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
82,804
shares
|
$2.43 Million
0.27% of portfolio
|
Q3 2024
Added 0.03%
|