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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
10,334
shares
|
$303,302
0.06% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,298
shares
|
$302,246
0.13% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
10,288
shares
|
$301,952
0.09% of portfolio
|
Q3 2024
Added 104.37%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
10,262
shares
|
$301,189
0.11% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
10,255
shares
|
$300,984
0.06% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
10,181
shares
|
$298,812
0.4% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
10,177
shares
|
$298,694
0.02% of portfolio
|
Q3 2024
Added 59.12%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
10,167
shares
|
$298,401
0.15% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,136
shares
|
$297,491
0.52% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
10,119
shares
|
$296,992
0.11% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
10,092
shares
|
$296,200
0.07% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
10,079
shares
|
$295,818
0.22% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
10,073
shares
|
$295,642
0.05% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,060
shares
|
$295,261
0.47% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
10,045
shares
|
$294,820
0.43% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
10,037
shares
|
$294,585
0.73% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,034
shares
|
$294,497
0.4% of portfolio
|
Q1 2022
Added 6.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,027
shares
|
$294,292
0.0% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
10,014
shares
|
$293,910
0.3% of portfolio
|
Q3 2024
Reduced 42.8%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
10,000
shares
|
$293,500
0.1% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
9,996
shares
|
$293,382
0.44% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
9,967
shares
|
$292,531
0.04% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
9,893
shares
|
$290,359
0.09% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,848
shares
|
$289,038
0.56% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
9,840
shares
|
$288,804
0.23% of portfolio
|
Q3 2023
New holding
|