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 1,751 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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
1,025,680
shares
|
$29.4 Million
3.54% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
912,116
shares
|
$26.2 Million
1.22% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
886,835
shares
|
$25.5 Million
0.16% of portfolio
|
Q3 2024
Added 209.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
843,046
shares
|
$24.2 Million
2.27% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
840,184
shares
|
$24.1 Million
23.62% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
835,471
shares
|
$24 Million
6.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
816,278
shares
|
$23.4 Million
6.57% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
784,451
shares
|
$22.5 Million
11.33% of portfolio
|
Q3 2024
Added 211.77%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
778,177
shares
|
$22.3 Million
10.85% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
752,426
shares
|
$21.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
707,211
shares
|
$20.3 Million
23.97% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
685,448
shares
|
$19.7 Million
2.58% of portfolio
|
Q3 2024
Reduced 20.83%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
670,934
shares
|
$19.3 Million
9.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
666,186
shares
|
$19.1 Million
0.53% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
659,633
shares
|
$18.9 Million
0.13% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
657,248
shares
|
$18.9 Million
8.1% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
635,170
shares
|
$18.2 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
632,126
shares
|
$18.1 Million
2.47% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
616,525
shares
|
$17.7 Million
22.57% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
616,185
shares
|
$17.7 Million
0.83% of portfolio
|
Q3 2024
Added 164.44%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
614,398
shares
|
$17.6 Million
6.0% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
586,966
shares
|
$16.9 Million
11.24% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
574,672
shares
|
$16.5 Million
9.61% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
574,300
shares
|
$16.5 Million
1.16% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
559,447
shares
|
$16.1 Million
0.29% of portfolio
|
Q3 2024
Added 1.82%
|