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 |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
18,566
shares
|
$506,666
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
18,458
shares
|
$503,718
1.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
18,443
shares
|
$503,309
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
18,359
shares
|
$501,017
0.05% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
18,341
shares
|
$500,525
0.32% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
18,322
shares
|
$500,007
0.17% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
18,304
shares
|
$499,516
1.15% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
18,200
shares
|
$496,678
0.73% of portfolio
|
Q1 2024
Added 3.57%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
18,183
shares
|
$496,214
0.46% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
18,160
shares
|
$495,586
0.24% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
17,987
shares
|
$490,865
0.14% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
17,970
shares
|
$490,401
1.26% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
17,965
shares
|
$490,264
0.17% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
17,835
shares
|
$486,717
1.23% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
17,639
shares
|
$481,368
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,545
shares
|
$478,803
0.0% of portfolio
|
Q3 2024
Added 15.11%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
17,471
shares
|
$476,783
0.28% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
17,445
shares
|
$476,074
1.49% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
17,422
shares
|
$475,446
0.74% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
17,393
shares
|
$474,654
0.92% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
17,327
shares
|
$472,853
0.1% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
17,326
shares
|
$472,826
0.01% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
17,317
shares
|
$472,580
1.02% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
17,250
shares
|
$470,752
0.48% of portfolio
|
Q3 2024
Added 35.22%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
17,169
shares
|
$468,542
0.34% of portfolio
|
Q3 2024
Added 32.3%
|