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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
113,740
shares
|
$3.1 Million
0.19% of portfolio
|
Q3 2024
Added 155.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
113,529
shares
|
$3.1 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
111,887
shares
|
$3.05 Million
0.87% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
111,684
shares
|
$3.05 Million
0.83% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111,521
shares
|
$3.04 Million
3.35% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
111,344
shares
|
$3.04 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
111,311
shares
|
$3.04 Million
1.35% of portfolio
|
Q3 2024
Added 213.17%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
111,061
shares
|
$3.03 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
110,272
shares
|
$3.01 Million
0.42% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
109,406
shares
|
$2.99 Million
3.59% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
108,866
shares
|
$2.97 Million
2.68% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
106,970
shares
|
$2.92 Million
7.15% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
106,372
shares
|
$2.9 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
105,276
shares
|
$2.87 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
105,104
shares
|
$2.87 Million
3.82% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
104,563
shares
|
$2.85 Million
5.41% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
104,437
shares
|
$2.85 Million
2.53% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
104,397
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
104,140
shares
|
$2.84 Million
0.2% of portfolio
|
Q3 2024
Added 19.55%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
102,764
shares
|
$2.8 Million
2.4% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
102,347
shares
|
$2.79 Million
3.8% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
101,871
shares
|
$2.78 Million
2.58% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
101,777
shares
|
$2.78 Million
1.57% of portfolio
|
Q3 2024
Added 171.21%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
101,423
shares
|
$2.77 Million
0.05% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
101,324
shares
|
$2.77 Million
2.86% of portfolio
|
Q3 2024
Added 6.73%
|