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 |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,098
shares
|
$120,276
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
4,067
shares
|
$119,366
0.01% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
4,064
shares
|
$119,278
0.07% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
4,060
shares
|
$119,161
0.05% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,049
shares
|
$118,838
0.01% of portfolio
|
Q3 2024
Reduced 37.39%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
4,038
shares
|
$118,515
0.38% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
4,025
shares
|
$118,133
0.02% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,014
shares
|
$117,810
0.0% of portfolio
|
Q3 2024
Reduced 64.21%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,005
shares
|
$117,546
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
4,000
shares
|
$117,400
0.03% of portfolio
|
Q1 2024
Reduced 14.82%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
3,970
shares
|
$116,519
0.05% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,956
shares
|
$116,108
0.1% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
3,956
shares
|
$116,108
0.0% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,930
shares
|
$115,345
0.07% of portfolio
|
Q2 2023
Added 19.09%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,930
shares
|
$115,345
0.01% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
3,925
shares
|
$115,198
0.22% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
3,923
shares
|
$115,140
0.08% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
3,921
shares
|
$115,081
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
3,917
shares
|
$114,963
0.07% of portfolio
|
Q3 2024
Added 50.54%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
3,908
shares
|
$114,699
0.12% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
3,907
shares
|
$114,670
0.2% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,903
shares
|
$114,553
0.22% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
3,902
shares
|
$114,523
0.03% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,865
shares
|
$113,437
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
3,860
shares
|
$113,291
0.51% of portfolio
|
Q3 2024
Added 14.88%
|