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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
449,710
shares
|
$12.3 Million
1.11% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
439,342
shares
|
$12 Million
0.25% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
434,797
shares
|
$11.9 Million
15.82% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
432,339
shares
|
$11.8 Million
6.63% of portfolio
|
Q3 2024
Added 197.14%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
420,343
shares
|
$11.5 Million
1.58% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
419,008
shares
|
$11.4 Million
6.53% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
414,724
shares
|
$11.3 Million
3.3% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
413,874
shares
|
$11.3 Million
20.21% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
413,485
shares
|
$11.3 Million
12.87% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
411,594
shares
|
$11.2 Million
9.37% of portfolio
|
Q3 2024
Added 138.32%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
410,451
shares
|
$11.2 Million
1.81% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
407,288
shares
|
$11.1 Million
9.22% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
406,345
shares
|
$11.1 Million
1.49% of portfolio
|
Q3 2024
Added 262.57%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
406,009
shares
|
$11.1 Million
0.34% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
405,024
shares
|
$11.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
402,109
shares
|
$11 Million
0.37% of portfolio
|
Q3 2024
Added 250.05%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
398,172
shares
|
$10.9 Million
2.45% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
393,783
shares
|
$10.7 Million
0.1% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
390,645
shares
|
$10.7 Million
0.76% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
389,284
shares
|
$10.6 Million
4.11% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
386,942
shares
|
$10.6 Million
22.12% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
381,188
shares
|
$10.4 Million
8.66% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
379,806
shares
|
$10.4 Million
7.4% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
379,030
shares
|
$10.3 Million
0.7% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Oct 29, 2024 Q3 2024 |
372,862
shares
|
$10.2 Million
10.84% of portfolio
|
Q3 2024
Reduced 13.31%
|