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 1,757 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $8.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
30,773
shares
|
$903,187
0.8% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
30,584
shares
|
$897,640
0.24% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,513
shares
|
$895,556
0.94% of portfolio
|
Q3 2023
Added 54.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
30,508
shares
|
$895,409
0.0% of portfolio
|
Q3 2024
Added 169.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
30,496
shares
|
$895,057
0.09% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
30,437
shares
|
$893,325
0.58% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
30,343
shares
|
$890,567
0.3% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
30,089
shares
|
$883,112
0.01% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
29,945
shares
|
$878,885
1.45% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
29,728
shares
|
$872,516
0.12% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
29,667
shares
|
$870,726
0.21% of portfolio
|
Q3 2024
Added 64.68%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,564
shares
|
$867,703
0.17% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
29,530
shares
|
$866,705
0.2% of portfolio
|
Q3 2024
Added 57.75%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
29,520
shares
|
$866,412
0.34% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
29,400
shares
|
$862,890
0.27% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
29,318
shares
|
$860,483
1.06% of portfolio
|
Q3 2024
Added 20.88%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
29,260
shares
|
$858,781
0.05% of portfolio
|
Q3 2024
Added 160.44%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
29,178
shares
|
$856,374
0.49% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
29,160
shares
|
$855,846
0.43% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
29,016
shares
|
$851,619
0.16% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
28,773
shares
|
$844,487
1.25% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
28,668
shares
|
$841,405
0.4% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
28,504
shares
|
$836,592
2.27% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,305
shares
|
$830,751
0.04% of portfolio
|
Q3 2022
Reduced 1.61%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
28,294
shares
|
$830,428
0.34% of portfolio
|
Q3 2024
Reduced 2.04%
|