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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
238,003
shares
|
$6.99 Million
1.44% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
237,093
shares
|
$6.96 Million
5.57% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
234,292
shares
|
$6.88 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
233,164
shares
|
$6.84 Million
1.8% of portfolio
|
Q3 2024
Added 17.08%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
232,336
shares
|
$6.82 Million
11.94% of portfolio
|
Q3 2024
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
232,010
shares
|
$6.81 Million
14.68% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
231,654
shares
|
$6.8 Million
9.67% of portfolio
|
Q3 2024
Added 222.1%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
231,482
shares
|
$6.79 Million
4.43% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
230,897
shares
|
$6.78 Million
13.2% of portfolio
|
Q3 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
230,786
shares
|
$6.77 Million
13.46% of portfolio
|
Q2 2022
New holding
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
230,469
shares
|
$6.76 Million
7.13% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
228,854
shares
|
$6.72 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
227,073
shares
|
$6.66 Million
1.89% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
225,686
shares
|
$6.62 Million
1.43% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
224,796
shares
|
$6.6 Million
4.72% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
223,400
shares
|
$6.56 Million
0.96% of portfolio
|
Q3 2024
Added 204.87%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
222,077
shares
|
$6.52 Million
0.48% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
220,969
shares
|
$6.49 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
220,012
shares
|
$6.46 Million
54.39% of portfolio
|
Q3 2023
Added 1790.14%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
219,431
shares
|
$6.44 Million
18.85% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
219,287
shares
|
$6.44 Million
5.92% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
209,183
shares
|
$6.14 Million
0.33% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
207,672
shares
|
$6.1 Million
4.27% of portfolio
|
Q3 2024
Added 41.14%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
207,163
shares
|
$6.08 Million
2.71% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
206,670
shares
|
$6.07 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.75%
|