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 |
|---|---|---|---|---|---|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
94,451
shares
|
$2.58 Million
3.79% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
94,214
shares
|
$2.57 Million
0.71% of portfolio
|
Q4 2024
Added 201.26%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
91,457
shares
|
$2.5 Million
1.36% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
91,121
shares
|
$2.49 Million
2.34% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
90,668
shares
|
$2.48 Million
3.91% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
90,523
shares
|
$2.47 Million
3.69% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
90,488
shares
|
$2.47 Million
1.3% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
90,185
shares
|
$2.46 Million
0.56% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Penney Financial, LLC
Houston, TX |
Dec 31, 2024 Q3 2024 |
90,176
shares
|
$2.46 Million
5.2% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
90,161
shares
|
$2.46 Million
5.92% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
90,078
shares
|
$2.46 Million
0.47% of portfolio
|
Q3 2024
Added 40.2%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
89,643
shares
|
$2.45 Million
1.05% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
88,657
shares
|
$2.42 Million
1.22% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
88,563
shares
|
$2.42 Million
2.76% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
88,327
shares
|
$2.41 Million
0.23% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
88,109
shares
|
$2.41 Million
2.72% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
88,108
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 1468366.62%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
87,892
shares
|
$2.4 Million
5.1% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
87,746
shares
|
$2.4 Million
0.94% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
87,175
shares
|
$2.38 Million
2.57% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
87,155
shares
|
$2.38 Million
10.42% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
86,964
shares
|
$2.38 Million
0.22% of portfolio
|
Q4 2024
Added 184.34%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
86,009
shares
|
$2.35 Million
2.82% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
85,964
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2024
Added 33.67%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
85,072
shares
|
$2.32 Million
4.64% of portfolio
|
Q3 2024
Added 0.22%
|