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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
23,066
shares
|
$629,471
0.52% of portfolio
|
Q3 2024
Added 18.34%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
23,049
shares
|
$629,007
0.24% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
23,044
shares
|
$628,870
0.18% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
22,897
shares
|
$624,859
0.7% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
22,811
shares
|
$622,512
0.09% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
22,807
shares
|
$622,403
0.3% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
22,803
shares
|
$622,293
0.02% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
22,638
shares
|
$617,791
0.0% of portfolio
|
Q3 2024
Added 31.57%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
22,632
shares
|
$617,627
1.5% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
22,589
shares
|
$616,453
0.22% of portfolio
|
Q3 2024
Added 37.64%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
22,439
shares
|
$612,360
0.98% of portfolio
|
Q3 2024
Added 25.38%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
22,437
shares
|
$612,305
1.24% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
22,237
shares
|
$606,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
22,116
shares
|
$603,545
0.55% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
21,897
shares
|
$597,569
0.08% of portfolio
|
Q3 2024
Added 114.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
21,896
shares
|
$597,541
0.01% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
21,874
shares
|
$596,941
0.05% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
21,820
shares
|
$595,467
0.45% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
21,753
shares
|
$593,639
0.41% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
21,387
shares
|
$583,651
1.41% of portfolio
|
Q3 2024
Reduced 23.16%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
21,292
shares
|
$581,058
0.28% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
21,274
shares
|
$580,567
0.81% of portfolio
|
Q2 2024
Added 29.26%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
21,174
shares
|
$577,838
1.4% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
21,105
shares
|
$575,955
1.15% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
21,097
shares
|
$575,737
0.73% of portfolio
|
Q3 2024
Added 164.97%
|