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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,397
shares
|
$365,604
0.01% of portfolio
|
Q3 2024
Added 127.69%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
13,189
shares
|
$359,927
0.21% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
13,144
shares
|
$358,699
0.1% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
13,099
shares
|
$357,471
0.04% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
13,048
shares
|
$356,079
0.09% of portfolio
|
Q3 2024
Added 229.83%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
13,036
shares
|
$355,752
2.35% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,015
shares
|
$355,179
4.2% of portfolio
|
Q3 2023
Reduced 1.64%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
12,974
shares
|
$354,060
0.13% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
12,906
shares
|
$352,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
12,869
shares
|
$351,195
1.06% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
12,852
shares
|
$350,731
0.5% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
12,847
shares
|
$350,594
0.28% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
12,787
shares
|
$348,957
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
12,781
shares
|
$348,793
0.22% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
12,761
shares
|
$348,247
0.13% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
12,576
shares
|
$343,199
0.16% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
12,540
shares
|
$342,216
0.74% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
12,534
shares
|
$342,052
0.41% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
12,529
shares
|
$341,916
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
12,502
shares
|
$341,179
0.58% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
12,497
shares
|
$341,043
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,494
shares
|
$340,961
0.05% of portfolio
|
Q3 2024
Added 41.83%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
12,469
shares
|
$340,279
0.21% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
12,176
shares
|
$332,283
0.46% of portfolio
|
Q2 2023
Reduced 50.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
12,143
shares
|
$331,382
0.04% of portfolio
|
Q3 2024
Added 57.5%
|