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 |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
76,939
shares
|
$2.1 Million
0.84% of portfolio
|
Q1 2024
Added 465.77%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
76,719
shares
|
$2.09 Million
0.76% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
76,335
shares
|
$2.08 Million
6.19% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
76,329
shares
|
$2.08 Million
5.78% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
75,590
shares
|
$2.06 Million
0.62% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,359
shares
|
$2.06 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
75,342
shares
|
$2.06 Million
1.78% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
75,277
shares
|
$2.05 Million
0.35% of portfolio
|
Q3 2022
Reduced 9.27%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
75,106
shares
|
$2.05 Million
1.01% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
74,709
shares
|
$2.04 Million
1.62% of portfolio
|
Q3 2024
Added 193.76%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
74,679
shares
|
$2.04 Million
3.89% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
74,119
shares
|
$2.02 Million
0.89% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
73,794
shares
|
$2.01 Million
2.62% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
73,658
shares
|
$2.01 Million
1.09% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
72,938
shares
|
$1.99 Million
0.76% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
72,930
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
72,725
shares
|
$1.98 Million
2.95% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
72,698
shares
|
$1.98 Million
0.12% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
72,634
shares
|
$1.98 Million
2.22% of portfolio
|
Q3 2024
Added 30.11%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
72,290
shares
|
$1.97 Million
5.82% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
72,243
shares
|
$1.97 Million
0.29% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
72,187
shares
|
$1.97 Million
0.2% of portfolio
|
Q3 2024
Reduced 30.9%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
71,787
shares
|
$1.96 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
71,192
shares
|
$1.94 Million
2.83% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
71,141
shares
|
$1.94 Million
3.0% of portfolio
|
Q3 2024
Added 12.75%
|