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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
218
shares
|
$6,014
0.01% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
215
shares
|
$5,931
0.01% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
215
shares
|
$5,931
0.01% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
210
shares
|
$5,793
0.0% of portfolio
|
Q2 2024
Reduced 94.99%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
201
shares
|
$5,545
0.01% of portfolio
|
Q3 2024
Added 3920.0%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$5,518
0.01% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
200
shares
|
$5,518
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
200
shares
|
$5,518
0.01% of portfolio
|
Q2 2023
Reduced 39.94%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
188
shares
|
$5,186
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
182
shares
|
$5,021
0.01% of portfolio
|
Q3 2024
Reduced 69.87%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
176
shares
|
$4,855
0.0% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
175
shares
|
$4,828
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
172
shares
|
$4,745
0.0% of portfolio
|
Q3 2024
Reduced 83.37%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
170
shares
|
$4,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
158
shares
|
$4,359
0.37% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
150
shares
|
$4,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
150
shares
|
$4,138
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$4,138
0.01% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
142
shares
|
$3,917
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
142
shares
|
$3,917
0.0% of portfolio
|
Q3 2024
Reduced 88.67%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
139
shares
|
$3,835
0.0% of portfolio
|
Q3 2024
Reduced 48.71%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$3,724
0.0% of portfolio
|
Q1 2024
Reduced 85.36%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$3,669
0.0% of portfolio
|
Q1 2023
Reduced 41.41%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
125
shares
|
$3,448
0.0% of portfolio
|
Q2 2023
Reduced 99.03%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
122
shares
|
$3,365
0.01% of portfolio
|
Q2 2024
New holding
|