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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,657
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
621
shares
|
$17,133
0.02% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
609
shares
|
$16,802
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
600
shares
|
$16,554
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
595
shares
|
$16,416
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
566
shares
|
$15,615
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
527
shares
|
$14,539
0.01% of portfolio
|
Q3 2024
Added 997.92%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
527
shares
|
$14,539
0.02% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
517
shares
|
$14,264
0.0% of portfolio
|
Q3 2024
Added 86.64%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
513
shares
|
$14,153
0.01% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
510
shares
|
$14,070
0.03% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
500
shares
|
$13,795
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
498
shares
|
$13,739
0.01% of portfolio
|
Q2 2024
Reduced 80.91%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
496
shares
|
$13,684
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
450
shares
|
$12,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
442
shares
|
$12,194
0.05% of portfolio
|
Q3 2022
Added 320.95%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
430
shares
|
$11,863
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
415
shares
|
$11,449
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
410
shares
|
$11,311
0.01% of portfolio
|
Q3 2024
Added 105.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
404
shares
|
$11,146
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
399
shares
|
$11,008
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
399
shares
|
$11,008
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
395
shares
|
$10,898
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
392
shares
|
$10,815
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
384
shares
|
$10,594
0.01% of portfolio
|
Q3 2024
Added 70.67%
|