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 |
|---|---|---|---|---|---|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
2,689
shares
|
$79,191
0.02% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
2,677
shares
|
$78,837
0.08% of portfolio
|
Q1 2024
Reduced 50.68%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
2,674
shares
|
$78,749
0.26% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,666
shares
|
$78,513
0.02% of portfolio
|
Q3 2024
Reduced 21.15%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
2,660
shares
|
$78,337
0.11% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,635
shares
|
$77,600
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
2,635
shares
|
$77,600
0.21% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
2,630
shares
|
$77,453
0.08% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
2,606
shares
|
$76,746
0.03% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
2,601
shares
|
$76,599
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
2,592
shares
|
$76,334
0.04% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
2,588
shares
|
$76,216
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,585
shares
|
$76,128
0.11% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$76,128
0.0% of portfolio
|
Q4 2023
Reduced 14.18%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,583
shares
|
$76,069
0.03% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
2,581
shares
|
$76,010
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
2,575
shares
|
$75,833
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
2,572
shares
|
$75,745
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,545
shares
|
$74,950
0.07% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
2,533
shares
|
$74,596
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,523
shares
|
$74,302
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,513
shares
|
$74,007
0.0% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
2,511
shares
|
$73,948
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,511
shares
|
$73,948
0.07% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,507
shares
|
$73,831
0.07% of portfolio
|
Q3 2024
Reduced 17.72%
|