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 |
|---|---|---|---|---|---|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
8,462
shares
|
$230,927
0.39% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
8,458
shares
|
$230,818
0.05% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
8,429
shares
|
$230,027
0.05% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
8,397
shares
|
$229,154
0.23% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,380
shares
|
$228,690
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
8,370
shares
|
$228,417
0.28% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
8,346
shares
|
$227,762
0.16% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
8,315
shares
|
$226,916
0.08% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
8,312
shares
|
$226,834
0.34% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
8,234
shares
|
$224,705
0.03% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
8,230
shares
|
$224,596
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
8,201
shares
|
$223,805
0.03% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
8,201
shares
|
$223,805
0.14% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
8,197
shares
|
$223,696
0.1% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
8,158
shares
|
$222,631
0.14% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
8,158
shares
|
$222,631
0.57% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
8,128
shares
|
$221,813
0.18% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
8,069
shares
|
$220,203
0.24% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
8,054
shares
|
$219,793
0.01% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
8,039
shares
|
$219,384
0.55% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
7,973
shares
|
$217,583
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
7,913
shares
|
$215,945
0.48% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
7,875
shares
|
$214,908
0.14% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,844
shares
|
$214,062
0.29% of portfolio
|
Q1 2023
Reduced 47.19%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
7,837
shares
|
$213,871
0.03% of portfolio
|
Q3 2024
Added 2.02%
|