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 1,760 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 $7.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
309,181
shares
|
$8.44 Million
10.06% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
307,837
shares
|
$8.4 Million
7.41% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
306,392
shares
|
$8.36 Million
10.35% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
305,366
shares
|
$8.33 Million
18.51% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
301,837
shares
|
$8.24 Million
3.75% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
301,290
shares
|
$8.22 Million
4.41% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
297,740
shares
|
$8.13 Million
0.11% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
296,603
shares
|
$8.09 Million
0.78% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
292,536
shares
|
$7.98 Million
5.81% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
290,090
shares
|
$7.92 Million
13.51% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
286,404
shares
|
$7.82 Million
3.54% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
284,701
shares
|
$7.77 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
283,708
shares
|
$7.74 Million
2.45% of portfolio
|
Q3 2024
Reduced 26.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
283,444
shares
|
$7.74 Million
0.13% of portfolio
|
Q2 2023
Reduced 77.36%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
282,816
shares
|
$7.72 Million
9.96% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
282,423
shares
|
$7.71 Million
15.4% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
281,725
shares
|
$7.69 Million
7.86% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
280,168
shares
|
$7.65 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
279,479
shares
|
$7.63 Million
5.28% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
279,212
shares
|
$7.62 Million
8.07% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
278,596
shares
|
$7.6 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
274,223
shares
|
$7.48 Million
4.46% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
267,125
shares
|
$7.29 Million
0.65% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
267,089
shares
|
$7.29 Million
2.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
262,981
shares
|
$7.18 Million
0.24% of portfolio
|
Q3 2024
Added 3.05%
|