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 1,751 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $7.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
3,475
shares
|
$99,489
0.18% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,468
shares
|
$99,288
0.03% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,454
shares
|
$98,888
0.06% of portfolio
|
Q1 2024
Reduced 24.42%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
3,436
shares
|
$98,372
0.05% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,427
shares
|
$98,115
0.17% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
3,409
shares
|
$97,599
0.09% of portfolio
|
Q2 2023
Reduced 6.11%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,397
shares
|
$97,256
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
3,388
shares
|
$96,998
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
3,384
shares
|
$96,883
0.02% of portfolio
|
Q3 2024
Added 37.06%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
3,383
shares
|
$96,855
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,370
shares
|
$96,483
0.02% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,353
shares
|
$95,996
0.05% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
3,345
shares
|
$95,767
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,343
shares
|
$95,710
0.01% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
3,335
shares
|
$95,481
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
3,335
shares
|
$95,481
0.18% of portfolio
|
Q1 2024
Added 1.21%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,334
shares
|
$95,452
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,331
shares
|
$95,366
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
3,329
shares
|
$95,309
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,306
shares
|
$94,650
0.13% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
3,303
shares
|
$94,564
0.07% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
3,294
shares
|
$94,307
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
3,292
shares
|
$94,249
0.02% of portfolio
|
Q3 2024
Reduced 49.49%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,291
shares
|
$94,221
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
3,284
shares
|
$94,020
0.15% of portfolio
|
Q3 2024
Added 7.36%
|