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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
6,493
shares
|
$191,218
0.22% of portfolio
|
Q3 2024
Added 30.75%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
6,443
shares
|
$189,746
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
6,435
shares
|
$189,510
0.1% of portfolio
|
Q3 2024
Added 65.3%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
6,391
shares
|
$188,214
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,391
shares
|
$188,214
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,389
shares
|
$188,156
0.04% of portfolio
|
Q3 2023
Reduced 40.38%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
6,281
shares
|
$184,975
0.03% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
6,265
shares
|
$184,504
0.05% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
6,265
shares
|
$184,504
0.31% of portfolio
|
Q2 2024
Added 71.03%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
6,235
shares
|
$183,620
0.05% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,221
shares
|
$183,208
0.0% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
6,218
shares
|
$183,120
0.23% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
6,210
shares
|
$182,884
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,208
shares
|
$182,825
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,183
shares
|
$182,089
0.01% of portfolio
|
Q3 2024
Added 103.19%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
6,172
shares
|
$181,765
0.0% of portfolio
|
Q3 2024
Added 91.74%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
6,169
shares
|
$181,677
0.58% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
6,151
shares
|
$181,146
0.36% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,104
shares
|
$179,762
0.08% of portfolio
|
Q3 2023
Added 50.98%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
6,101
shares
|
$179,674
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
6,089
shares
|
$179,321
0.37% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,058
shares
|
$178,408
0.28% of portfolio
|
Q3 2024
Added 60.9%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,041
shares
|
$177,907
0.02% of portfolio
|
Q1 2023
Reduced 3.76%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
6,007
shares
|
$176,906
0.02% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,984
shares
|
$176,228
0.0% of portfolio
|
Q3 2024
Added 6.04%
|