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 |
|---|---|---|---|---|---|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,456
shares
|
$694,694
0.23% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
25,318
shares
|
$690,928
0.61% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
25,276
shares
|
$689,782
1.06% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
25,172
shares
|
$686,943
0.37% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
25,170
shares
|
$686,889
0.07% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
25,169
shares
|
$686,862
0.13% of portfolio
|
Q3 2024
Reduced 90.68%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
25,065
shares
|
$684,023
1.4% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
24,989
shares
|
$681,949
0.34% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
24,928
shares
|
$680,285
0.88% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
24,844
shares
|
$677,992
1.41% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,808
shares
|
$677,010
0.0% of portfolio
|
Q3 2024
Reduced 83.05%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
24,761
shares
|
$675,727
0.47% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
24,727
shares
|
$674,799
1.08% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
24,684
shares
|
$673,626
0.74% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
24,575
shares
|
$670,651
0.49% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
24,261
shares
|
$662,082
0.78% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
24,234
shares
|
$661,345
0.18% of portfolio
|
Q3 2024
Reduced 36.66%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
23,798
shares
|
$649,447
0.14% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
23,688
shares
|
$646,445
0.08% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
23,590
shares
|
$643,771
0.37% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
23,409
shares
|
$638,831
0.11% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
23,164
shares
|
$632,145
1.08% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
23,162
shares
|
$632,090
1.52% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
23,130
shares
|
$631,217
0.5% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,070
shares
|
$629,580
0.05% of portfolio
|
Q4 2023
Reduced 16.72%
|