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 |
|---|---|---|---|---|---|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
4,424
shares
|
$122,013
0.21% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
4,417
shares
|
$121,820
0.21% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
4,416
shares
|
$121,793
0.04% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,414
shares
|
$121,738
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
4,399
shares
|
$121,324
0.25% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
4,384
shares
|
$120,910
0.09% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,370
shares
|
$120,524
0.3% of portfolio
|
Q3 2024
Reduced 90.05%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
4,364
shares
|
$120,359
0.23% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
4,342
shares
|
$119,752
0.12% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
4,325
shares
|
$119,283
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
4,318
shares
|
$119,090
0.43% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
4,309
shares
|
$118,842
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
4,301
shares
|
$118,621
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
4,287
shares
|
$118,235
0.12% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,267
shares
|
$117,683
0.13% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
4,241
shares
|
$116,966
0.06% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
4,223
shares
|
$116,470
0.02% of portfolio
|
Q1 2024
Reduced 12.8%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
4,210
shares
|
$116,111
0.22% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,206
shares
|
$116,001
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
4,195
shares
|
$115,698
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
4,187
shares
|
$115,477
0.12% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
4,185
shares
|
$115,422
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,177
shares
|
$115,201
0.02% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
4,174
shares
|
$115,118
0.04% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
4,155
shares
|
$114,594
0.05% of portfolio
|
Q1 2024
Reduced 33.93%
|