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 |
|---|---|---|---|---|---|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
41,124
shares
|
$1.21 Million
0.51% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
41,044
shares
|
$1.2 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
40,932
shares
|
$1.2 Million
0.52% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
40,801
shares
|
$1.2 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
40,778
shares
|
$1.2 Million
0.21% of portfolio
|
Q2 2024
Reduced 26.45%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,667
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
40,654
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
40,653
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
40,575
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Added 109.66%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
40,565
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
40,352
shares
|
$1.18 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
40,184
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
40,042
shares
|
$1.18 Million
2.18% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
39,993
shares
|
$1.17 Million
0.39% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
39,917
shares
|
$1.17 Million
1.61% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
39,868
shares
|
$1.17 Million
1.33% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
39,686
shares
|
$1.16 Million
0.37% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
39,684
shares
|
$1.16 Million
1.2% of portfolio
|
Q3 2024
Added 196.95%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
39,582
shares
|
$1.16 Million
0.63% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
39,333
shares
|
$1.15 Million
0.49% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
39,189
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
39,099
shares
|
$1.15 Million
0.17% of portfolio
|
Q3 2024
Added 29.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
38,870
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,721
shares
|
$1.14 Million
1.82% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,672
shares
|
$1.14 Million
0.75% of portfolio
|
Q1 2024
New holding
|