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 1,762 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
9,390
shares
|
$253,623
0.11% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
9,316
shares
|
$251,625
0.46% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
9,316
shares
|
$251,625
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
9,303
shares
|
$251,274
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
9,300
shares
|
$251,193
0.09% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
9,290
shares
|
$250,922
0.23% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
9,275
shares
|
$250,517
0.02% of portfolio
|
Q3 2024
Added 185.91%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
9,208
shares
|
$248,708
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
9,190
shares
|
$248,221
0.02% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
9,187
shares
|
$248,140
0.18% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
9,104
shares
|
$245,899
0.05% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
9,016
shares
|
$243,522
0.0% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
9,000
shares
|
$243,090
0.05% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
8,995
shares
|
$242,954
0.65% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
8,977
shares
|
$242,468
0.11% of portfolio
|
Q3 2024
Added 139.77%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
8,939
shares
|
$241,442
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
8,881
shares
|
$239,875
0.19% of portfolio
|
Q2 2023
Reduced 13.06%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
8,875
shares
|
$239,713
0.25% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
8,854
shares
|
$239,146
0.46% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,809
shares
|
$237,931
0.03% of portfolio
|
Q3 2024
Added 75.76%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
8,759
shares
|
$236,580
0.08% of portfolio
|
Q1 2024
Added 7.16%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
8,750
shares
|
$236,337
0.17% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,726
shares
|
$235,689
0.09% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
8,666
shares
|
$234,068
0.8% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,665
shares
|
$234,041
0.2% of portfolio
|
Q3 2024
Added 0.24%
|