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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,747
shares
|
$139,324
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
4,739
shares
|
$139,089
0.09% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
4,728
shares
|
$138,766
0.15% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,700
shares
|
$137,945
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,695
shares
|
$137,798
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
4,677
shares
|
$137,269
0.15% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
4,676
shares
|
$137,240
0.12% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
4,655
shares
|
$136,624
0.16% of portfolio
|
Q3 2024
Reduced 29.01%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
4,643
shares
|
$136,272
0.32% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
4,641
shares
|
$136,213
0.21% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,623
shares
|
$135,685
0.27% of portfolio
|
Q3 2023
Reduced 66.25%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
4,601
shares
|
$135,039
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
4,599
shares
|
$134,980
0.04% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,563
shares
|
$133,924
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
4,543
shares
|
$133,337
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
4,542
shares
|
$133,307
0.11% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
4,531
shares
|
$132,984
0.18% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
4,530
shares
|
$132,955
0.03% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,513
shares
|
$132,456
0.16% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
4,488
shares
|
$131,722
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
4,481
shares
|
$131,517
0.11% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
4,429
shares
|
$129,991
0.22% of portfolio
|
Q2 2023
Added 6.19%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
4,424
shares
|
$129,844
0.21% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
4,417
shares
|
$129,638
0.21% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
4,416
shares
|
$129,609
0.04% of portfolio
|
Q3 2024
Reduced 1.32%
|