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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,900
shares
|
$79,982
0.08% of portfolio
|
Q2 2022
Added 5.26%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
2,900
shares
|
$79,982
0.25% of portfolio
|
Q1 2023
Reduced 30.12%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,898
shares
|
$79,926
0.01% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
2,876
shares
|
$79,320
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
2,861
shares
|
$78,906
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,846
shares
|
$78,492
0.11% of portfolio
|
Q2 2024
Reduced 13.99%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,843
shares
|
$78,409
0.16% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
2,806
shares
|
$77,389
0.01% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,797
shares
|
$77,141
0.02% of portfolio
|
Q3 2024
Reduced 19.63%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
2,794
shares
|
$77,058
0.04% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
2,774
shares
|
$76,506
0.09% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,770
shares
|
$76,396
0.01% of portfolio
|
Q1 2024
Reduced 31.45%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
2,735
shares
|
$75,431
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
2,734
shares
|
$75,403
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
2,733
shares
|
$75,376
0.05% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,729
shares
|
$75,265
0.01% of portfolio
|
Q3 2024
Added 281.68%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
2,727
shares
|
$75,210
0.01% of portfolio
|
Q2 2024
Reduced 24.96%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,725
shares
|
$75,155
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,722
shares
|
$75,072
0.07% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
2,720
shares
|
$75,017
0.11% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
2,718
shares
|
$74,962
0.19% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,718
shares
|
$74,962
0.03% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
2,718
shares
|
$74,962
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,700
shares
|
$74,466
0.0% of portfolio
|
Q4 2023
Reduced 23.84%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,700
shares
|
$74,466
0.0% of portfolio
|
Q3 2024
Reduced 27.03%
|