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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,855,458
shares
|
$53.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,722,279
shares
|
$49.4 Million
0.53% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,638,433
shares
|
$47 Million
0.2% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Charles Schwab Trust Bank
Henderson, NV |
Nov 14, 2024 Q3 2024 |
1,626,309
shares
|
$46.7 Million
100.0% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,585,661
shares
|
$45.5 Million
19.23% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,574,832
shares
|
$45.2 Million
0.77% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,572,774
shares
|
$45.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,568,103
shares
|
$45 Million
0.01% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,527,493
shares
|
$43.9 Million
0.26% of portfolio
|
Q3 2024
Added 18.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,487,056
shares
|
$42.7 Million
0.18% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,375,745
shares
|
$39.5 Million
1.61% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,358,481
shares
|
$39 Million
0.49% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,341,298
shares
|
$38.5 Million
0.11% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,290,814
shares
|
$37.1 Million
2.56% of portfolio
|
Q3 2022
Added 1379.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,258,786
shares
|
$36.1 Million
3.6% of portfolio
|
Q4 2023
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
1,236,789
shares
|
$35.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,209,629
shares
|
$34.7 Million
11.87% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
1,209,629
shares
|
$34.7 Million
11.22% of portfolio
|
Q3 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
1,185,633
shares
|
$34 Million
13.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,183,950
shares
|
$34 Million
0.22% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,153,680
shares
|
$33.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,125,949
shares
|
$32.3 Million
0.8% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,088,000
shares
|
$31.2 Million
0.22% of portfolio
|
Q3 2024
Added 627.76%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
1,045,039
shares
|
$30 Million
8.86% of portfolio
|
Q2 2024
Reduced 18.36%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,038,191
shares
|
$29.8 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.66%
|