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 |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
5,048
shares
|
$148,158
0.05% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
5,048
shares
|
$148,158
0.04% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
5,039
shares
|
$147,894
0.28% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,035
shares
|
$147,777
0.55% of portfolio
|
Q4 2023
Added 4.87%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
5,032
shares
|
$147,689
0.14% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,025
shares
|
$147,483
0.03% of portfolio
|
Q3 2024
Added 28.16%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
5,023
shares
|
$147,425
0.32% of portfolio
|
Q3 2024
Added 38.49%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,012
shares
|
$147,102
0.02% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
5,008
shares
|
$146,984
0.13% of portfolio
|
Q1 2024
Added 1118.49%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$146,750
0.23% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
4,961
shares
|
$145,605
0.14% of portfolio
|
Q2 2024
Reduced 13.98%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,937
shares
|
$144,900
0.41% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
4,888
shares
|
$143,462
0.22% of portfolio
|
Q2 2023
Reduced 5.33%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,879
shares
|
$143,198
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
4,875
shares
|
$143,081
0.3% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
4,848
shares
|
$142,288
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
4,812
shares
|
$141,232
0.12% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,809
shares
|
$141,144
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
4,795
shares
|
$140,733
0.08% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
4,791
shares
|
$140,615
0.16% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,788
shares
|
$140,527
0.02% of portfolio
|
Q3 2023
Added 480.36%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,773
shares
|
$140,087
0.56% of portfolio
|
Q4 2023
Added 626.78%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
4,769
shares
|
$139,970
0.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
4,768
shares
|
$139,940
0.27% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
4,753
shares
|
$139,500
0.13% of portfolio
|
Q3 2024
Reduced 2.06%
|