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 |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
379
shares
|
$10,456
0.03% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
371
shares
|
$10,235
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
370
shares
|
$10,208
0.02% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
343
shares
|
$9,463
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
330
shares
|
$9,104
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
325
shares
|
$8,966
0.01% of portfolio
|
Q4 2022
Reduced 27.94%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
320
shares
|
$8,828
0.0% of portfolio
|
Q1 2024
Reduced 58.97%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
318
shares
|
$8,773
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
306
shares
|
$8,442
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
302
shares
|
$8,332
0.0% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
300
shares
|
$8,277
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
295
shares
|
$8,139
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$8,001
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
288
shares
|
$7,945
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
280
shares
|
$7,725
0.01% of portfolio
|
Q3 2024
Reduced 93.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
275
shares
|
$7,587
0.0% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
270
shares
|
$7,449
0.01% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
268
shares
|
$7,394
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
264
shares
|
$7,283
0.0% of portfolio
|
Q1 2024
Reduced 37.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
259
shares
|
$7,145
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
258
shares
|
$7,118
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
245
shares
|
$6,759
0.0% of portfolio
|
Q1 2024
Reduced 10.91%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
245
shares
|
$6,759
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
243
shares
|
$6,704
0.01% of portfolio
|
Q3 2024
Reduced 24.06%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
220
shares
|
$6,069
0.0% of portfolio
|
Q2 2024
Reduced 98.47%
|