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 |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
5,548
shares
|
$163,388
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
5,515
shares
|
$162,416
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
5,512
shares
|
$162,328
0.01% of portfolio
|
Q3 2024
Reduced 39.53%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
5,492
shares
|
$161,739
0.1% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
5,475
shares
|
$161,238
0.23% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
5,471
shares
|
$161,120
0.06% of portfolio
|
Q3 2024
Added 57.21%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,451
shares
|
$160,531
0.76% of portfolio
|
Q3 2024
Added 24.71%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
5,444
shares
|
$160,325
0.03% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,388
shares
|
$158,676
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,333
shares
|
$157,056
0.1% of portfolio
|
Q3 2024
Added 74.11%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
5,317
shares
|
$156,585
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
5,276
shares
|
$155,378
0.14% of portfolio
|
Q4 2018
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,274
shares
|
$155,319
0.27% of portfolio
|
Q2 2022
Added 97.97%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,250
shares
|
$154,612
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
5,218
shares
|
$153,670
0.1% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
5,210
shares
|
$153,434
0.02% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
5,208
shares
|
$153,375
0.08% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
5,195
shares
|
$152,992
0.04% of portfolio
|
Q3 2024
Added 97.6%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
5,177
shares
|
$152,462
0.11% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
5,150
shares
|
$151,667
0.07% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
5,100
shares
|
$150,195
0.2% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
5,096
shares
|
$150,077
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,086
shares
|
$149,782
0.08% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
5,070
shares
|
$149,311
0.14% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
5,051
shares
|
$148,751
0.1% of portfolio
|
Q1 2024
Added 14.12%
|