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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
7,597
shares
|
$205,194
0.03% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,546
shares
|
$203,817
0.0% of portfolio
|
Q3 2020
Reduced 11.77%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
7,537
shares
|
$203,574
0.05% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
7,495
shares
|
$202,439
0.07% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
7,494
shares
|
$202,412
0.1% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
7,474
shares
|
$201,872
0.01% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,472
shares
|
$201,818
0.02% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
7,421
shares
|
$200,441
0.04% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,364
shares
|
$198,901
0.15% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
7,348
shares
|
$198,469
0.3% of portfolio
|
Q3 2024
Added 19.6%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
7,320
shares
|
$197,713
0.25% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,298
shares
|
$197,118
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,291
shares
|
$196,929
0.04% of portfolio
|
Q4 2023
Added 89.92%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,281
shares
|
$196,659
0.11% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
7,273
shares
|
$196,443
0.06% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
7,266
shares
|
$196,254
1.7% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
7,225
shares
|
$195,147
0.05% of portfolio
|
Q3 2024
Reduced 31.09%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
7,214
shares
|
$194,850
0.32% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
7,182
shares
|
$193,985
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
7,142
shares
|
$192,905
0.02% of portfolio
|
Q3 2024
Reduced 23.52%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
7,118
shares
|
$192,257
0.32% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,082
shares
|
$191,284
0.01% of portfolio
|
Q3 2024
Added 17.84%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
7,070
shares
|
$190,960
0.21% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
7,024
shares
|
$189,718
0.11% of portfolio
|
Q3 2024
Added 300.46%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
7,018
shares
|
$189,556
0.08% of portfolio
|
Q3 2024
Added 38.04%
|