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 |
|---|---|---|---|---|---|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
7,828
shares
|
$213,626
0.28% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,780
shares
|
$212,316
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,772
shares
|
$212,097
0.53% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
7,772
shares
|
$212,097
0.65% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
7,767
shares
|
$211,961
0.28% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,741
shares
|
$211,251
0.04% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,738
shares
|
$211,170
0.01% of portfolio
|
Q3 2024
Added 86.91%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
7,728
shares
|
$210,897
0.24% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
7,718
shares
|
$210,624
0.24% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
7,665
shares
|
$209,177
0.14% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
7,653
shares
|
$208,850
0.02% of portfolio
|
Q3 2024
Added 24.91%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
7,635
shares
|
$208,359
0.06% of portfolio
|
Q3 2024
Added 21.58%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
7,619
shares
|
$207,922
0.21% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
7,615
shares
|
$207,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
7,607
shares
|
$207,595
0.04% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
7,605
shares
|
$207,540
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
7,604
shares
|
$207,513
0.07% of portfolio
|
Q1 2024
Added 10.62%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
7,597
shares
|
$207,322
0.03% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,546
shares
|
$205,930
0.0% of portfolio
|
Q3 2020
Reduced 11.77%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
7,537
shares
|
$205,684
0.05% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
7,495
shares
|
$204,538
0.07% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
7,494
shares
|
$204,511
0.1% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
7,474
shares
|
$203,965
0.01% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,472
shares
|
$203,910
0.02% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
7,421
shares
|
$202,519
0.04% of portfolio
|
Q3 2024
Added 9.08%
|