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 $8.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
370,709
shares
|
$10.9 Million
3.77% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
370,610
shares
|
$10.9 Million
6.82% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
367,657
shares
|
$10.9 Million
10.05% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
367,379
shares
|
$10.8 Million
18.96% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
361,869
shares
|
$10.7 Million
0.71% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
360,690
shares
|
$10.7 Million
5.28% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
358,682
shares
|
$10.6 Million
4.31% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
356,523
shares
|
$10.5 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
353,858
shares
|
$10.4 Million
0.17% of portfolio
|
Q3 2024
Added 7675.39%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
347,509
shares
|
$10.3 Million
9.01% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
346,479
shares
|
$10.2 Million
5.64% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
345,528
shares
|
$10.2 Million
0.13% of portfolio
|
Q3 2024
Added 60.89%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
343,683
shares
|
$10.1 Million
2.31% of portfolio
|
Q3 2024
Added 74.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
341,754
shares
|
$10.1 Million
0.43% of portfolio
|
Q3 2024
Added 59.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
341,100
shares
|
$10.1 Million
0.09% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
336,895
shares
|
$9.95 Million
3.72% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
335,204
shares
|
$9.9 Million
9.76% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
334,406
shares
|
$9.88 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
334,215
shares
|
$9.87 Million
1.36% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
330,991
shares
|
$9.77 Million
2.69% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
327,743
shares
|
$9.68 Million
22.7% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
323,300
shares
|
$9.55 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
320,617
shares
|
$9.47 Million
2.96% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
320,484
shares
|
$9.46 Million
14.72% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
317,820
shares
|
$9.39 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.35%
|