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 |
|---|---|---|---|---|---|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,848
shares
|
$268,751
0.56% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
9,840
shares
|
$268,533
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
9,822
shares
|
$268,042
0.64% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
9,800
shares
|
$267,442
0.21% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
9,767
shares
|
$266,541
0.09% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
9,708
shares
|
$264,931
0.19% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
9,699
shares
|
$264,685
0.28% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,676
shares
|
$264,058
0.04% of portfolio
|
Q3 2023
Reduced 6.29%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,673
shares
|
$263,976
0.43% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
9,641
shares
|
$263,102
0.44% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
9,633
shares
|
$262,884
0.36% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,525
shares
|
$259,937
0.15% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2024 Q3 2024 |
9,521
shares
|
$259,828
0.66% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
9,510
shares
|
$259,527
0.07% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
9,390
shares
|
$256,253
0.11% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
9,316
shares
|
$254,233
0.46% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
9,316
shares
|
$254,233
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
9,303
shares
|
$253,878
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
9,300
shares
|
$253,797
0.09% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
9,290
shares
|
$253,524
0.23% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
9,275
shares
|
$253,114
0.02% of portfolio
|
Q3 2024
Added 185.91%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
9,208
shares
|
$251,286
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
9,190
shares
|
$250,795
0.02% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
9,187
shares
|
$250,713
0.18% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
9,104
shares
|
$248,448
0.05% of portfolio
|
Q3 2024
Added 4.4%
|