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 $8.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
14,625
shares
|
$430,706
0.35% of portfolio
|
Q3 2021
Added 12.28%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
14,615
shares
|
$430,411
0.81% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
14,564
shares
|
$428,909
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
14,520
shares
|
$427,614
0.66% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
14,431
shares
|
$424,992
0.09% of portfolio
|
Q3 2024
Added 57.51%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
14,428
shares
|
$424,904
0.02% of portfolio
|
Q3 2024
Added 73.52%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
14,388
shares
|
$423,726
0.02% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
14,309
shares
|
$421,400
0.44% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,156
shares
|
$416,894
0.12% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
14,074
shares
|
$414,479
0.74% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
14,073
shares
|
$414,449
0.25% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
14,072
shares
|
$414,420
0.27% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
14,040
shares
|
$413,478
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
14,017
shares
|
$412,800
0.04% of portfolio
|
Q3 2024
Added 85.19%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
13,967
shares
|
$411,328
0.71% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
13,928
shares
|
$410,179
0.1% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
13,900
shares
|
$409,355
0.04% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
13,756
shares
|
$405,114
0.51% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
13,721
shares
|
$404,083
0.73% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
13,606
shares
|
$400,696
0.1% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
13,604
shares
|
$400,637
0.02% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
13,535
shares
|
$398,605
0.0% of portfolio
|
Q3 2024
Reduced 26.2%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
13,519
shares
|
$398,134
0.81% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
13,456
shares
|
$396,279
0.24% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,397
shares
|
$394,541
0.01% of portfolio
|
Q3 2024
Added 127.69%
|