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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,548
shares
|
$42,709
0.01% of portfolio
|
Q3 2024
Added 61.08%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,521
shares
|
$41,964
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
1,515
shares
|
$41,798
0.04% of portfolio
|
Q3 2024
Reduced 33.61%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
1,499
shares
|
$41,357
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,495
shares
|
$41,247
0.01% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,488
shares
|
$41,053
0.03% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
1,463
shares
|
$40,364
0.03% of portfolio
|
Q3 2024
Reduced 73.1%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,437
shares
|
$39,646
0.02% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
1,395
shares
|
$38,488
0.04% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,348
shares
|
$37,191
0.03% of portfolio
|
Q1 2022
Reduced 97.4%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,244
shares
|
$34,321
0.02% of portfolio
|
Q3 2023
Reduced 3.12%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,200
shares
|
$33,108
0.04% of portfolio
|
Q2 2024
Added 220.0%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,187
shares
|
$32,749
0.03% of portfolio
|
Q3 2023
Reduced 11.62%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,148
shares
|
$31,673
0.0% of portfolio
|
Q1 2024
Reduced 76.55%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,142
shares
|
$31,507
0.06% of portfolio
|
Q2 2022
Reduced 90.31%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,140
shares
|
$31,452
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
1,081
shares
|
$29,824
0.05% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
1,066
shares
|
$29,410
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,054
shares
|
$29,079
0.02% of portfolio
|
Q3 2024
Added 45.78%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,039
shares
|
$28,666
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,015
shares
|
$28,003
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,010
shares
|
$27,865
0.01% of portfolio
|
Q3 2024
Added 24.69%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,006
shares
|
$27,755
0.01% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,001
shares
|
$27,617
0.0% of portfolio
|
Q3 2024
Reduced 54.6%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$27,590
0.01% of portfolio
|
Q3 2021
Reduced 18.63%
|