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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
6,587
shares
|
$177,914
0.22% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
6,569
shares
|
$177,428
0.03% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
6,544
shares
|
$176,753
0.1% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
6,541
shares
|
$176,672
0.12% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
6,538
shares
|
$176,591
0.2% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
6,537
shares
|
$176,564
0.13% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,496
shares
|
$175,456
0.22% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
6,493
shares
|
$175,375
0.22% of portfolio
|
Q3 2024
Added 30.75%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
6,443
shares
|
$174,025
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
6,435
shares
|
$173,809
0.1% of portfolio
|
Q3 2024
Added 65.3%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
6,391
shares
|
$172,620
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,391
shares
|
$172,620
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,389
shares
|
$172,566
0.04% of portfolio
|
Q3 2023
Reduced 40.38%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
6,281
shares
|
$169,649
0.03% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
6,265
shares
|
$169,217
0.05% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
6,265
shares
|
$169,217
0.31% of portfolio
|
Q2 2024
Added 71.03%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
6,235
shares
|
$168,407
0.05% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,221
shares
|
$168,029
0.0% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
6,218
shares
|
$167,948
0.23% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
6,210
shares
|
$167,732
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,208
shares
|
$167,678
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,183
shares
|
$167,002
0.01% of portfolio
|
Q3 2024
Added 103.19%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
6,172
shares
|
$166,705
0.0% of portfolio
|
Q3 2024
Added 91.74%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
6,169
shares
|
$166,624
0.58% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
6,151
shares
|
$166,138
0.36% of portfolio
|
Q3 2024
Added 10.27%
|