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 $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,884
shares
|
$612,945
0.47% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
20,827
shares
|
$611,272
0.07% of portfolio
|
Q3 2024
Reduced 43.06%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
20,806
shares
|
$610,656
0.34% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20,776
shares
|
$609,775
0.31% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
20,559
shares
|
$603,406
0.9% of portfolio
|
Q3 2024
Added 50.24%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
20,349
shares
|
$597,243
0.01% of portfolio
|
Q3 2024
Added 33.51%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
20,273
shares
|
$595,012
0.26% of portfolio
|
Q2 2024
Added 3.22%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
20,157
shares
|
$591,607
1.77% of portfolio
|
Q3 2024
New holding
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
20,153
shares
|
$591,490
1.17% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
20,092
shares
|
$589,700
1.49% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,894
shares
|
$583,888
0.38% of portfolio
|
Q4 2022
Added 6.57%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
19,741
shares
|
$579,398
0.12% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
19,642
shares
|
$576,492
0.58% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
19,572
shares
|
$574,438
1.76% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
19,547
shares
|
$573,704
0.13% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
19,517
shares
|
$572,823
0.39% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
19,509
shares
|
$572,589
0.56% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
19,359
shares
|
$568,186
0.33% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
19,224
shares
|
$564,224
0.73% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
19,210
shares
|
$563,813
0.11% of portfolio
|
Q2 2024
Reduced 93.42%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
18,971
shares
|
$556,798
0.22% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
18,892
shares
|
$554,480
0.01% of portfolio
|
Q3 2024
Reduced 44.15%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
18,848
shares
|
$553,188
0.83% of portfolio
|
Q3 2024
Added 91.53%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
18,566
shares
|
$544,912
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
18,458
shares
|
$541,742
1.02% of portfolio
|
Q3 2024
Added 0.5%
|