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 1,762 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $7.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
139,843
shares
|
$3.82 Million
3.98% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
139,200
shares
|
$3.8 Million
7.78% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
138,534
shares
|
$3.78 Million
1.51% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
138,112
shares
|
$3.77 Million
0.24% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
137,837
shares
|
$3.77 Million
4.72% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
137,001
shares
|
$3.74 Million
8.31% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
136,960
shares
|
$3.74 Million
0.15% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
136,137
shares
|
$3.72 Million
4.68% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
135,666
shares
|
$3.71 Million
2.07% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 06, 2025 Q3 2024 |
135,319
shares
|
$3.7 Million
7.98% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
135,243
shares
|
$3.69 Million
1.65% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
133,500
shares
|
$3.65 Million
0.18% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
131,994
shares
|
$3.61 Million
1.99% of portfolio
|
Q3 2024
Added 70.45%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
131,729
shares
|
$3.6 Million
4.64% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
130,390
shares
|
$3.56 Million
1.23% of portfolio
|
Q3 2024
Added 44.59%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
130,322
shares
|
$3.56 Million
2.41% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
130,274
shares
|
$3.56 Million
0.25% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
130,241
shares
|
$3.56 Million
0.18% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
129,200
shares
|
$3.53 Million
1.07% of portfolio
|
Q2 2023
Reduced 2.69%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
128,948
shares
|
$3.52 Million
6.4% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
128,155
shares
|
$3.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
127,064
shares
|
$3.47 Million
3.9% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
126,698
shares
|
$3.46 Million
3.01% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
126,639
shares
|
$3.46 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
125,476
shares
|
$3.43 Million
4.7% of portfolio
|
Q3 2024
Added 2.13%
|