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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
12,121
shares
|
$330,782
0.12% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,086
shares
|
$329,826
0.03% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
12,042
shares
|
$328,626
0.26% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
12,029
shares
|
$328,271
0.09% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,962
shares
|
$326,442
0.01% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
11,959
shares
|
$326,361
0.18% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,919
shares
|
$325,269
0.0% of portfolio
|
Q2 2023
Added 23.17%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,851
shares
|
$323,413
0.56% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
11,738
shares
|
$320,330
0.3% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,738
shares
|
$320,330
0.08% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
11,732
shares
|
$320,166
0.09% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
11,725
shares
|
$319,975
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
11,695
shares
|
$319,156
0.02% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
11,631
shares
|
$317,409
0.27% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
11,611
shares
|
$316,864
0.34% of portfolio
|
Q2 2024
Added 117.56%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
11,596
shares
|
$316,454
0.48% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
11,593
shares
|
$316,372
1.07% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
11,590
shares
|
$316,291
0.11% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
11,566
shares
|
$315,636
0.03% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
11,565
shares
|
$315,608
0.09% of portfolio
|
Q3 2024
Reduced 28.01%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
11,505
shares
|
$313,971
0.6% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
11,384
shares
|
$310,669
0.25% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
11,353
shares
|
$309,823
0.31% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,315
shares
|
$308,786
0.02% of portfolio
|
Q4 2022
Added 55.0%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,291
shares
|
$308,131
0.53% of portfolio
|
Q2 2024
Reduced 23.33%
|