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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
125,450
shares
|
$3.43 Million
1.95% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
125,374
shares
|
$3.43 Million
6.82% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
125,166
shares
|
$3.42 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
125,011
shares
|
$3.42 Million
4.86% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
124,601
shares
|
$3.4 Million
0.44% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
124,425
shares
|
$3.4 Million
0.74% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
124,005
shares
|
$3.39 Million
6.04% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
123,493
shares
|
$3.37 Million
0.64% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
123,393
shares
|
$3.37 Million
0.03% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
123,363
shares
|
$3.37 Million
3.12% of portfolio
|
Q3 2024
Added 217.7%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
123,165
shares
|
$3.36 Million
0.66% of portfolio
|
Q3 2024
Added 23.14%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
121,807
shares
|
$3.33 Million
2.63% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
121,619
shares
|
$3.32 Million
0.96% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
121,255
shares
|
$3.31 Million
8.09% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
121,207
shares
|
$3.31 Million
6.84% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
119,948
shares
|
$3.28 Million
5.31% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
119,920
shares
|
$3.28 Million
1.1% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
119,000
shares
|
$3.25 Million
0.06% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
118,991
shares
|
$3.25 Million
8.31% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
118,383
shares
|
$3.23 Million
12.85% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
117,418
shares
|
$3.21 Million
10.55% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
117,338
shares
|
$3.21 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
116,195
shares
|
$3.17 Million
3.23% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
115,842
shares
|
$3.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
115,173
shares
|
$3.15 Million
1.8% of portfolio
|
Q3 2024
Added 7.21%
|