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 |
|---|---|---|---|---|---|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
44,632
shares
|
$1.31 Million
0.75% of portfolio
|
Q4 2021
Added 75.26%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,600
shares
|
$1.31 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
44,560
shares
|
$1.31 Million
0.36% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
44,365
shares
|
$1.3 Million
0.18% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
44,303
shares
|
$1.3 Million
0.14% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
44,271
shares
|
$1.3 Million
3.46% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,797
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
43,682
shares
|
$1.28 Million
0.79% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
43,300
shares
|
$1.27 Million
1.24% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
43,288
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2024
Added 273.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
43,215
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
42,865
shares
|
$1.26 Million
0.71% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
42,745
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
42,706
shares
|
$1.25 Million
0.65% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
42,630
shares
|
$1.25 Million
2.47% of portfolio
|
Q2 2022
Added 2.3%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
42,517
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Added 148.1%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
42,291
shares
|
$1.24 Million
2.1% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
42,086
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
42,050
shares
|
$1.23 Million
1.77% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
41,826
shares
|
$1.23 Million
0.35% of portfolio
|
Q3 2024
Reduced 52.64%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
41,588
shares
|
$1.22 Million
3.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
41,452
shares
|
$1.22 Million
0.42% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
41,417
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
41,224
shares
|
$1.21 Million
0.42% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
41,186
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
Reduced 38.6%
|