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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,065
shares
|
$500,857
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
17,056
shares
|
$500,593
0.87% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
17,055
shares
|
$500,564
0.69% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
17,044
shares
|
$500,241
0.39% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
16,981
shares
|
$498,392
0.25% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
16,876
shares
|
$495,310
0.13% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
16,869
shares
|
$495,105
0.2% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
16,833
shares
|
$494,048
0.05% of portfolio
|
Q3 2024
Reduced 22.59%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
16,824
shares
|
$493,784
0.06% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
16,651
shares
|
$488,706
0.61% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
16,560
shares
|
$486,036
0.34% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
16,486
shares
|
$483,864
0.11% of portfolio
|
Q2 2024
Added 132.98%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
16,482
shares
|
$483,746
0.51% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
16,313
shares
|
$478,786
0.44% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
16,311
shares
|
$478,727
0.43% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
16,301
shares
|
$478,434
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
16,272
shares
|
$477,583
0.37% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
16,258
shares
|
$477,172
1.04% of portfolio
|
Q3 2024
Added 39.03%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
16,024
shares
|
$470,304
0.68% of portfolio
|
Q3 2024
Added 222.28%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
15,807
shares
|
$463,935
0.97% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,806
shares
|
$463,906
0.1% of portfolio
|
Q3 2022
Added 28.97%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
15,767
shares
|
$462,761
0.25% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
15,741
shares
|
$461,998
0.1% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
15,495
shares
|
$454,778
0.03% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
15,482
shares
|
$454,396
0.1% of portfolio
|
Q3 2024
Added 70.96%
|