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 |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
64,595
shares
|
$1.85 Million
3.18% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
64,584
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
64,193
shares
|
$1.84 Million
2.47% of portfolio
|
Q3 2024
Reduced 15.69%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
63,963
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
63,614
shares
|
$1.83 Million
0.21% of portfolio
|
Q3 2024
Added 329.19%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
63,498
shares
|
$1.82 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
63,148
shares
|
$1.81 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
63,076
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
62,000
shares
|
$1.78 Million
4.92% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
61,796
shares
|
$1.77 Million
1.85% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
61,319
shares
|
$1.76 Million
0.89% of portfolio
|
Q1 2023
Added 8.04%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
61,030
shares
|
$1.75 Million
2.39% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
61,024
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
60,859
shares
|
$1.75 Million
4.12% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
60,758
shares
|
$1.74 Million
1.4% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
60,544
shares
|
$1.74 Million
1.83% of portfolio
|
Q3 2024
Added 93.25%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
60,535
shares
|
$1.74 Million
0.51% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
60,261
shares
|
$1.73 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
60,252
shares
|
$1.73 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
60,169
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
60,081
shares
|
$1.72 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
59,897
shares
|
$1.72 Million
0.34% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
59,844
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2024
Reduced 60.89%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
59,829
shares
|
$1.72 Million
0.89% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
59,592
shares
|
$1.71 Million
2.04% of portfolio
|
Q4 2022
Added 20.17%
|