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 $7.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
3,294
shares
|
$90,848
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
3,292
shares
|
$90,793
0.02% of portfolio
|
Q3 2024
Reduced 49.49%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,291
shares
|
$90,765
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
3,284
shares
|
$90,572
0.15% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,274
shares
|
$90,296
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,271
shares
|
$90,214
0.01% of portfolio
|
Q4 2022
Reduced 12.02%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
3,268
shares
|
$90,131
0.14% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
3,262
shares
|
$89,965
0.03% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
3,251
shares
|
$89,662
0.03% of portfolio
|
Q3 2024
Added 56.83%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
3,247
shares
|
$89,552
0.06% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
3,247
shares
|
$89,552
0.14% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
3,238
shares
|
$89,304
0.1% of portfolio
|
Q2 2024
Added 12.12%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
3,231
shares
|
$89,110
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,223
shares
|
$88,890
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,216
shares
|
$88,697
0.03% of portfolio
|
Q3 2024
Reduced 52.59%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
3,207
shares
|
$88,449
0.12% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
3,192
shares
|
$88,035
0.19% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,190
shares
|
$87,980
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
3,188
shares
|
$87,925
0.03% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
3,181
shares
|
$87,731
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,172
shares
|
$87,483
0.02% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
3,170
shares
|
$87,428
0.06% of portfolio
|
Q2 2024
Added 9.5%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
3,156
shares
|
$87,042
0.08% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
3,154
shares
|
$86,987
0.02% of portfolio
|
Q2 2023
Added 0.93%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
3,127
shares
|
$86,242
0.02% of portfolio
|
Q3 2024
New holding
|