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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
71,098
shares
|
$1.94 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
71,098
shares
|
$1.94 Million
0.37% of portfolio
|
Q3 2024
Reduced 63.01%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
70,844
shares
|
$1.93 Million
1.55% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
70,844
shares
|
$1.93 Million
0.95% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
70,684
shares
|
$1.93 Million
4.14% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
70,244
shares
|
$1.92 Million
0.17% of portfolio
|
Q3 2024
Added 31.97%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
70,226
shares
|
$1.92 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
69,665
shares
|
$1.9 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
69,427
shares
|
$1.89 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
69,210
shares
|
$1.89 Million
0.2% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
69,065
shares
|
$1.88 Million
5.49% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
68,640
shares
|
$1.87 Million
0.78% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
68,350
shares
|
$1.87 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
68,169
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
68,056
shares
|
$1.86 Million
0.46% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
66,546
shares
|
$1.82 Million
1.9% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
66,316
shares
|
$1.81 Million
0.34% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
65,790
shares
|
$1.8 Million
0.79% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
65,788
shares
|
$1.8 Million
1.25% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
65,779
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
65,370
shares
|
$1.78 Million
4.0% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
65,366
shares
|
$1.78 Million
1.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
65,020
shares
|
$1.77 Million
0.52% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
64,865
shares
|
$1.77 Million
0.36% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
64,691
shares
|
$1.77 Million
0.47% of portfolio
|
Q2 2024
Added 94.29%
|