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 |
|---|---|---|---|---|---|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,831
shares
|
$200,489
0.37% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
6,828
shares
|
$200,401
0.25% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
6,827
shares
|
$200,372
0.03% of portfolio
|
Q2 2024
Reduced 8.21%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
6,795
shares
|
$199,433
0.15% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
6,795
shares
|
$199,433
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,779
shares
|
$198,963
0.01% of portfolio
|
Q2 2024
Added 21.84%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,768
shares
|
$198,640
0.08% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
6,738
shares
|
$197,760
0.29% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,733
shares
|
$197,613
0.03% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
6,725
shares
|
$197,378
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,712
shares
|
$196,997
0.03% of portfolio
|
Q3 2024
Added 65.16%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
6,709
shares
|
$196,909
0.2% of portfolio
|
Q3 2024
Added 34.15%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
6,680
shares
|
$196,058
0.22% of portfolio
|
Q1 2024
Added 39.75%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
6,679
shares
|
$196,028
0.19% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,677
shares
|
$195,969
0.01% of portfolio
|
Q3 2022
Reduced 4.71%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,638
shares
|
$194,825
0.11% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
6,600
shares
|
$193,710
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
6,597
shares
|
$193,621
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
6,587
shares
|
$193,328
0.22% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
6,544
shares
|
$192,066
0.1% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
6,541
shares
|
$191,978
0.12% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
6,538
shares
|
$191,890
0.2% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
6,537
shares
|
$191,860
0.13% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,496
shares
|
$190,657
0.22% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
6,493
shares
|
$190,569
0.22% of portfolio
|
Q3 2024
Added 30.75%
|