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 |
|---|---|---|---|---|---|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
28,127
shares
|
$825,527
1.78% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
28,124
shares
|
$825,439
0.18% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
27,918
shares
|
$819,393
2.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
27,484
shares
|
$806,655
0.55% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
27,457
shares
|
$805,862
1.35% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,325
shares
|
$801,988
0.2% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
27,053
shares
|
$794,005
0.24% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
26,960
shares
|
$791,276
1.94% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
26,951
shares
|
$791,011
0.1% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
26,914
shares
|
$789,925
0.64% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,873
shares
|
$788,722
0.0% of portfolio
|
Q3 2024
Reduced 47.54%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
26,809
shares
|
$786,844
0.15% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
26,807
shares
|
$786,785
1.5% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
26,700
shares
|
$783,645
1.23% of portfolio
|
Q3 2023
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
26,552
shares
|
$779,301
3.42% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
26,546
shares
|
$779,125
0.83% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
26,543
shares
|
$779,037
0.14% of portfolio
|
Q3 2024
Added 22.55%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
26,242
shares
|
$770,202
0.98% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
26,238
shares
|
$770,085
0.23% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
26,193
shares
|
$768,764
1.2% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
26,047
shares
|
$764,479
0.13% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
25,974
shares
|
$762,336
0.03% of portfolio
|
Q3 2024
Added 18.28%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
25,898
shares
|
$760,106
0.14% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
25,652
shares
|
$752,886
0.45% of portfolio
|
Q3 2024
Reduced 73.62%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,456
shares
|
$747,133
0.23% of portfolio
|
Q3 2024
Reduced 4.2%
|