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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
9,000
shares
|
$264,150
0.05% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
8,995
shares
|
$264,003
0.65% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
8,977
shares
|
$263,474
0.11% of portfolio
|
Q3 2024
Added 139.77%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
8,940
shares
|
$262,389
0.44% of portfolio
|
Q3 2024
Added 216.24%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
8,939
shares
|
$262,359
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
8,881
shares
|
$260,657
0.19% of portfolio
|
Q2 2023
Reduced 13.06%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
8,875
shares
|
$260,481
0.25% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
8,854
shares
|
$259,864
0.46% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,809
shares
|
$258,544
0.03% of portfolio
|
Q3 2024
Added 75.76%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
8,759
shares
|
$257,076
0.08% of portfolio
|
Q1 2024
Added 7.16%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
8,750
shares
|
$256,812
0.17% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,726
shares
|
$256,108
0.09% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
8,666
shares
|
$254,347
0.8% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,665
shares
|
$254,317
0.2% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
8,649
shares
|
$253,848
0.04% of portfolio
|
Q3 2024
Added 135.35%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
8,582
shares
|
$251,881
0.71% of portfolio
|
Q3 2024
Added 84.2%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
8,561
shares
|
$251,265
0.5% of portfolio
|
Q3 2024
Reduced 23.98%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
8,542
shares
|
$250,707
0.03% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
8,528
shares
|
$250,296
0.29% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
8,492
shares
|
$249,240
0.1% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
8,484
shares
|
$249,005
0.5% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
8,482
shares
|
$248,946
0.24% of portfolio
|
Q3 2024
Added 28.5%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
8,468
shares
|
$248,535
0.06% of portfolio
|
Q3 2024
Added 174.22%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
8,462
shares
|
$248,359
0.39% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
8,458
shares
|
$248,242
0.05% of portfolio
|
Q3 2024
Reduced 0.72%
|