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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,960
shares
|
$174,926
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
5,942
shares
|
$174,397
0.09% of portfolio
|
Q3 2024
Added 39.91%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,878
shares
|
$172,519
0.09% of portfolio
|
Q3 2024
Added 24.75%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
5,866
shares
|
$172,167
0.21% of portfolio
|
Q3 2024
Reduced 40.58%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,816
shares
|
$170,699
0.01% of portfolio
|
Q3 2024
Added 107.42%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,791
shares
|
$169,965
0.05% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
5,785
shares
|
$169,789
0.05% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
5,782
shares
|
$169,701
0.32% of portfolio
|
Q1 2024
Reduced 14.19%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
5,776
shares
|
$169,525
0.39% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
5,776
shares
|
$169,525
0.42% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
5,763
shares
|
$169,144
0.26% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,754
shares
|
$168,879
0.17% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
5,751
shares
|
$168,791
0.02% of portfolio
|
Q3 2024
Reduced 33.04%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
5,751
shares
|
$168,791
0.71% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,745
shares
|
$168,615
0.03% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
5,722
shares
|
$167,940
0.35% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,721
shares
|
$167,911
0.09% of portfolio
|
Q2 2024
Added 63.88%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,720
shares
|
$167,882
0.03% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
5,710
shares
|
$167,588
0.13% of portfolio
|
Q3 2024
Added 21.31%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
5,683
shares
|
$166,796
0.02% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
5,640
shares
|
$165,534
0.01% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
5,614
shares
|
$164,770
0.14% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
5,587
shares
|
$163,978
0.0% of portfolio
|
Q3 2024
Added 78.96%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
5,552
shares
|
$162,951
0.03% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
5,548
shares
|
$162,833
0.33% of portfolio
|
Q2 2024
New holding
|