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 |
|---|---|---|---|---|---|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
556,024
shares
|
$16.3 Million
13.37% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
547,128
shares
|
$16.1 Million
19.05% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
544,207
shares
|
$16 Million
3.45% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
543,921
shares
|
$16 Million
1.31% of portfolio
|
Q3 2024
Added 208.7%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
537,919
shares
|
$15.8 Million
8.45% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
532,867
shares
|
$15.6 Million
11.25% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
527,000
shares
|
$15.5 Million
1.3% of portfolio
|
Q2 2023
Reduced 38.58%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
519,467
shares
|
$15.2 Million
0.28% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
512,108
shares
|
$15 Million
17.89% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
511,519
shares
|
$15 Million
3.67% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
506,638
shares
|
$14.9 Million
3.85% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
503,303
shares
|
$14.8 Million
14.8% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
480,823
shares
|
$14.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
477,398
shares
|
$14 Million
7.99% of portfolio
|
Q3 2024
Added 18100.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
469,779
shares
|
$13.8 Million
0.4% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
465,514
shares
|
$13.7 Million
0.74% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
463,432
shares
|
$13.6 Million
12.18% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
463,099
shares
|
$13.6 Million
10.81% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
461,949
shares
|
$13.6 Million
0.69% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
460,767
shares
|
$13.5 Million
27.21% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
460,649
shares
|
$13.5 Million
0.46% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
452,896
shares
|
$13.3 Million
0.43% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
452,660
shares
|
$13.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
450,103
shares
|
$13.2 Million
8.49% of portfolio
|
Q2 2022
Added 213.5%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
449,710
shares
|
$13.2 Million
1.11% of portfolio
|
Q3 2024
Added 4.79%
|