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 1,789 institutions that hold shares in the stock, with a total of 346 Million shares, which have been reported (via 13F filing form) to have a value of $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,396
0.0% of portfolio
|
Q1 2024
Reduced 15.25%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
49
shares
|
$1,368
0.0% of portfolio
|
Q3 2024
Added 716.67%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$1,340
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
48
shares
|
$1,340
0.0% of portfolio
|
Q2 2024
Reduced 95.42%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
48
shares
|
$1,340
0.0% of portfolio
|
Q3 2024
Reduced 77.14%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
45
shares
|
$1,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
39
shares
|
$1,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$1,005
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
31
shares
|
$865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
31
shares
|
$865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$837
0.0% of portfolio
|
Q2 2024
Reduced 91.55%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
28
shares
|
$781
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
25
shares
|
$698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
20
shares
|
$558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
19
shares
|
$530
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
16
shares
|
$446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
15
shares
|
$418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
10
shares
|
$279
0.0% of portfolio
|
Q3 2024
Reduced 96.27%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$223
0.0% of portfolio
|
Q2 2022
Reduced 94.2%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
7
shares
|
$195
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
5
shares
|
$139
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
5
shares
|
$139
0.0% of portfolio
|
Q3 2024
Reduced 96.93%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
2
shares
|
$55
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|