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 |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
260,724
shares
|
$7.65 Million
6.16% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
259,968
shares
|
$7.63 Million
0.21% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
258,955
shares
|
$7.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
258,670
shares
|
$7.59 Million
0.57% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
255,496
shares
|
$7.5 Million
0.31% of portfolio
|
Q3 2024
Reduced 27.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
254,380
shares
|
$7.47 Million
0.02% of portfolio
|
Q3 2024
Added 139.36%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
253,173
shares
|
$7.43 Million
5.51% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
251,941
shares
|
$7.39 Million
2.02% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
251,537
shares
|
$7.38 Million
2.37% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
251,447
shares
|
$7.38 Million
4.12% of portfolio
|
Q2 2024
Reduced 47.68%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
251,294
shares
|
$7.38 Million
1.87% of portfolio
|
Q3 2024
Reduced 42.12%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
250,014
shares
|
$7.34 Million
5.77% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
248,577
shares
|
$7.3 Million
10.81% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
246,633
shares
|
$7.24 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
244,983
shares
|
$7.19 Million
1.83% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
244,220
shares
|
$7.17 Million
13.49% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
243,798
shares
|
$7.16 Million
0.76% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
242,339
shares
|
$7.11 Million
0.64% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
241,721
shares
|
$7.09 Million
15.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
240,792
shares
|
$7.07 Million
2.62% of portfolio
|
Q3 2024
Added 213.31%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
240,718
shares
|
$7.07 Million
6.77% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
239,965
shares
|
$7.04 Million
1.6% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
239,834
shares
|
$7.04 Million
2.3% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
239,323
shares
|
$7.02 Million
14.12% of portfolio
|
Q3 2023
Added 4.59%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
239,118
shares
|
$7.02 Million
0.22% of portfolio
|
Q1 2024
Added 10.1%
|