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 1,761 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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
2,249
shares
|
$62,049
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
2,217
shares
|
$61,167
0.03% of portfolio
|
Q3 2024
Added 44.43%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
2,202
shares
|
$60,753
0.03% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
2,150
shares
|
$59,318
0.03% of portfolio
|
Q3 2023
Reduced 5.12%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,092
shares
|
$57,718
0.44% of portfolio
|
Q3 2024
Reduced 51.91%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
2,025
shares
|
$55,869
0.08% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
2,025
shares
|
$55,869
0.14% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
1,990
shares
|
$54,904
0.03% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,983
shares
|
$54,710
0.02% of portfolio
|
Q2 2023
Added 4.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,981
shares
|
$54,655
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,924
shares
|
$53,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
1,900
shares
|
$52,421
0.13% of portfolio
|
Q2 2024
Reduced 26.92%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
1,827
shares
|
$50,406
0.12% of portfolio
|
Q3 2023
Reduced 5.19%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,723
shares
|
$47,537
0.19% of portfolio
|
Q2 2024
Added 3.17%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,720
shares
|
$47,454
0.01% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,720
shares
|
$47,454
0.05% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,689
shares
|
$46,599
0.0% of portfolio
|
Q3 2024
Added 29.92%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,677
shares
|
$46,268
0.03% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,585
shares
|
$43,730
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,584
shares
|
$43,702
0.15% of portfolio
|
Q3 2024
Added 738.1%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,575
shares
|
$43,454
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,568
shares
|
$43,261
0.07% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,568
shares
|
$43,261
0.04% of portfolio
|
Q3 2024
Reduced 36.6%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,555
shares
|
$42,902
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,549
shares
|
$42,736
0.01% of portfolio
|
Q1 2023
New holding
|