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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
85,011
shares
|
$2.32 Million
0.76% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
84,843
shares
|
$2.32 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
84,285
shares
|
$2.3 Million
0.11% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
84,230
shares
|
$2.3 Million
2.29% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
83,491
shares
|
$2.28 Million
2.01% of portfolio
|
Q3 2024
Reduced 37.52%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
83,062
shares
|
$2.27 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
82,804
shares
|
$2.26 Million
0.27% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
82,448
shares
|
$2.25 Million
4.57% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
82,129
shares
|
$2.24 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
82,117
shares
|
$2.24 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2024 Q3 2024 |
81,800
shares
|
$2.23 Million
2.46% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
80,968
shares
|
$2.21 Million
0.26% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
80,959
shares
|
$2.21 Million
2.5% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
80,944
shares
|
$2.21 Million
3.84% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
80,546
shares
|
$2.2 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
80,362
shares
|
$2.2 Million
0.96% of portfolio
|
Q3 2024
Added 64.51%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
80,202
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
80,000
shares
|
$2.19 Million
2.78% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
79,640
shares
|
$2.18 Million
1.56% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
79,272
shares
|
$2.17 Million
0.28% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
79,200
shares
|
$2.16 Million
0.74% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
79,071
shares
|
$2.16 Million
0.2% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
79,029
shares
|
$2.16 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
78,926
shares
|
$2.16 Million
0.24% of portfolio
|
Q3 2024
Added 138.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
78,636
shares
|
$2.15 Million
0.26% of portfolio
|
Q3 2024
Added 3.3%
|