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 1,760 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 $7.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
185,110
shares
|
$5.05 Million
2.43% of portfolio
|
Q3 2024
Added 35.7%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
183,850
shares
|
$5.02 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
182,354
shares
|
$4.98 Million
7.26% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
182,071
shares
|
$4.97 Million
0.34% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
180,361
shares
|
$4.92 Million
0.77% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
179,303
shares
|
$4.89 Million
0.46% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
178,805
shares
|
$4.88 Million
25.13% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
174,997
shares
|
$4.78 Million
4.3% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
174,506
shares
|
$4.76 Million
1.96% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
171,351
shares
|
$4.68 Million
9.33% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
171,158
shares
|
$4.67 Million
8.94% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
170,728
shares
|
$4.66 Million
5.37% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
170,597
shares
|
$4.66 Million
3.38% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
170,486
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
169,520
shares
|
$4.63 Million
3.2% of portfolio
|
Q3 2024
Reduced 66.97%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
169,515
shares
|
$4.63 Million
1.32% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
168,906
shares
|
$4.61 Million
0.71% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
166,142
shares
|
$4.53 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
165,262
shares
|
$4.51 Million
3.76% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
165,000
shares
|
$4.5 Million
7.34% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
162,402
shares
|
$4.43 Million
4.46% of portfolio
|
Q3 2024
Reduced 45.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
162,391
shares
|
$4.43 Million
0.32% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
162,068
shares
|
$4.42 Million
0.92% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
161,371
shares
|
$4.4 Million
0.88% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
160,756
shares
|
$4.39 Million
4.83% of portfolio
|
Q3 2024
Added 10.81%
|