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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
35,408
shares
|
$1.04 Million
2.24% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
35,370
shares
|
$1.04 Million
1.71% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
35,369
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
35,122
shares
|
$1.03 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
35,032
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 2063.8%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
34,456
shares
|
$1.01 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
34,338
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
34,256
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
34,143
shares
|
$1 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
33,956
shares
|
$996,608
0.93% of portfolio
|
Q3 2024
Added 217.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
33,878
shares
|
$994,319
0.0% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
33,777
shares
|
$991,354
1.0% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
33,596
shares
|
$986,042
1.13% of portfolio
|
Q1 2024
Reduced 24.23%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
33,471
shares
|
$982,373
0.88% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
33,461
shares
|
$982,080
0.02% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
33,357
shares
|
$979,027
1.64% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
33,320
shares
|
$977,942
1.23% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
33,263
shares
|
$976,269
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
33,234
shares
|
$975,417
1.17% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
33,207
shares
|
$974,625
0.03% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
33,201
shares
|
$974,449
0.41% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
33,010
shares
|
$968,843
2.2% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
32,996
shares
|
$968,432
2.04% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
32,947
shares
|
$966,994
0.62% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
32,707
shares
|
$959,950
1.36% of portfolio
|
Q3 2024
Added 16.32%
|