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 1,751 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $7.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
15,446
shares
|
$442,218
0.15% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
15,435
shares
|
$441,904
0.38% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
15,402
shares
|
$440,959
0.01% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
15,393
shares
|
$440,701
0.02% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
15,375
shares
|
$440,186
0.37% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
15,229
shares
|
$436,006
0.05% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
15,211
shares
|
$435,490
0.43% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
15,197
shares
|
$435,090
0.73% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
15,183
shares
|
$434,689
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
15,183
shares
|
$434,689
0.92% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
15,053
shares
|
$430,967
0.06% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
15,053
shares
|
$430,967
0.58% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
15,053
shares
|
$430,967
0.0% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,034
shares
|
$430,423
0.67% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
15,031
shares
|
$430,337
0.33% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
15,028
shares
|
$430,251
0.86% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
14,972
shares
|
$428,648
0.94% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
14,909
shares
|
$426,844
0.26% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
14,758
shares
|
$422,521
0.37% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
14,684
shares
|
$420,402
0.12% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
14,666
shares
|
$419,887
0.09% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
14,648
shares
|
$419,372
0.07% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
14,626
shares
|
$418,742
0.38% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
14,625
shares
|
$418,713
0.35% of portfolio
|
Q3 2021
Added 12.28%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
14,615
shares
|
$418,427
0.81% of portfolio
|
Q3 2024
Reduced 5.24%
|