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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
38,605
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
38,517
shares
|
$1.13 Million
0.31% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
38,456
shares
|
$1.13 Million
0.29% of portfolio
|
Q4 2022
Added 14.17%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
38,213
shares
|
$1.12 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
38,173
shares
|
$1.12 Million
0.99% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
38,140
shares
|
$1.12 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
38,117
shares
|
$1.12 Million
2.52% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
37,954
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
37,862
shares
|
$1.11 Million
1.02% of portfolio
|
Q3 2024
Reduced 98.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
37,565
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
37,444
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
37,362
shares
|
$1.1 Million
0.6% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
37,311
shares
|
$1.1 Million
1.45% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
37,058
shares
|
$1.09 Million
0.37% of portfolio
|
Q3 2024
Added 102.94%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
36,999
shares
|
$1.09 Million
1.85% of portfolio
|
Q1 2023
Added 12.52%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
36,806
shares
|
$1.08 Million
1.96% of portfolio
|
Q3 2023
Reduced 28.96%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
36,552
shares
|
$1.07 Million
2.86% of portfolio
|
Q4 2022
Added 64.6%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
36,529
shares
|
$1.07 Million
0.66% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
36,415
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2024
Added 92.93%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
36,135
shares
|
$1.06 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
36,112
shares
|
$1.06 Million
1.88% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
36,111
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2024
Added 26.49%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
36,095
shares
|
$1.06 Million
0.72% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
35,888
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
35,408
shares
|
$1.04 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.52%
|