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 1,752 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 $7.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
206,164
shares
|
$5.9 Million
8.7% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
203,049
shares
|
$5.81 Million
2.37% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
203,012
shares
|
$5.81 Million
0.5% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
202,843
shares
|
$5.81 Million
1.28% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
202,250
shares
|
$5.79 Million
6.6% of portfolio
|
Q3 2024
Added 156.59%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
201,373
shares
|
$5.77 Million
0.35% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
200,956
shares
|
$5.75 Million
2.1% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
200,430
shares
|
$5.74 Million
0.75% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
200,284
shares
|
$5.73 Million
10.88% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200,008
shares
|
$5.73 Million
0.56% of portfolio
|
Q2 2020
Added 0.23%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
199,522
shares
|
$5.71 Million
1.39% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
197,665
shares
|
$5.66 Million
9.57% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
197,563
shares
|
$5.66 Million
6.73% of portfolio
|
Q3 2024
Added 116.72%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
196,498
shares
|
$5.63 Million
4.34% of portfolio
|
Q3 2024
Added 212.21%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
194,769
shares
|
$5.58 Million
6.78% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
194,299
shares
|
$5.56 Million
7.24% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
192,067
shares
|
$5.5 Million
7.59% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
191,095
shares
|
$5.47 Million
6.65% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
190,893
shares
|
$5.47 Million
3.02% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
190,670
shares
|
$5.46 Million
3.59% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
190,529
shares
|
$5.45 Million
4.21% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
187,960
shares
|
$5.38 Million
0.6% of portfolio
|
Q2 2024
Added 12.57%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
185,492
shares
|
$5.31 Million
1.54% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
185,228
shares
|
$5.3 Million
0.66% of portfolio
|
Q3 2024
Added 191.48%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
185,110
shares
|
$5.3 Million
2.43% of portfolio
|
Q3 2024
Added 35.7%
|