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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
49,500
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
49,403
shares
|
$1.35 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
49,341
shares
|
$1.35 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
49,328
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
49,169
shares
|
$1.34 Million
0.73% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
49,137
shares
|
$1.34 Million
2.47% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
48,862
shares
|
$1.33 Million
1.11% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
48,659
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
48,645
shares
|
$1.33 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
48,453
shares
|
$1.32 Million
3.14% of portfolio
|
Q2 2024
Added 13.43%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
47,866
shares
|
$1.31 Million
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
47,830
shares
|
$1.31 Million
0.26% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
47,825
shares
|
$1.31 Million
1.06% of portfolio
|
Q3 2024
Added 196.08%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
47,789
shares
|
$1.3 Million
2.14% of portfolio
|
Q4 2022
Added 41.28%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
47,624
shares
|
$1.3 Million
1.25% of portfolio
|
Q3 2024
Added 34.66%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
47,510
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
47,461
shares
|
$1.3 Million
3.15% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
47,307
shares
|
$1.29 Million
0.9% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
47,188
shares
|
$1.29 Million
0.38% of portfolio
|
Q3 2024
Reduced 22.75%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
47,018
shares
|
$1.28 Million
0.47% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
46,983
shares
|
$1.28 Million
0.8% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
46,340
shares
|
$1.26 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
46,192
shares
|
$1.26 Million
2.9% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
45,134
shares
|
$1.23 Million
2.63% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
44,925
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 0.27%
|