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 |
|---|---|---|---|---|---|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
82,448
shares
|
$2.25 Million
4.57% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
82,129
shares
|
$2.24 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
82,117
shares
|
$2.24 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2024 Q3 2024 |
81,800
shares
|
$2.23 Million
2.46% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
80,968
shares
|
$2.21 Million
0.26% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
80,959
shares
|
$2.21 Million
2.5% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
80,944
shares
|
$2.21 Million
3.84% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
80,546
shares
|
$2.2 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
80,362
shares
|
$2.19 Million
0.96% of portfolio
|
Q3 2024
Added 64.51%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
80,202
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
80,000
shares
|
$2.18 Million
2.78% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
79,640
shares
|
$2.17 Million
1.56% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
79,296
shares
|
$2.16 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
79,272
shares
|
$2.16 Million
0.28% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
79,200
shares
|
$2.16 Million
0.74% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
79,071
shares
|
$2.16 Million
0.2% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
79,029
shares
|
$2.16 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
78,926
shares
|
$2.15 Million
0.24% of portfolio
|
Q3 2024
Added 138.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
78,636
shares
|
$2.15 Million
0.26% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
78,199
shares
|
$2.13 Million
5.64% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
78,111
shares
|
$2.13 Million
5.15% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
78,073
shares
|
$2.13 Million
0.38% of portfolio
|
Q3 2024
Added 49.17%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
77,982
shares
|
$2.13 Million
2.31% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
77,604
shares
|
$2.12 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
77,552
shares
|
$2.12 Million
1.82% of portfolio
|
Q3 2024
Reduced 21.27%
|