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 |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
60,081
shares
|
$1.64 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
59,897
shares
|
$1.64 Million
0.34% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
59,844
shares
|
$1.63 Million
0.14% of portfolio
|
Q3 2024
Reduced 60.89%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
59,829
shares
|
$1.63 Million
0.89% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
59,592
shares
|
$1.63 Million
2.04% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,515
shares
|
$1.63 Million
0.41% of portfolio
|
Q1 2023
Added 5.58%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
58,560
shares
|
$1.6 Million
1.18% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
58,402
shares
|
$1.6 Million
0.52% of portfolio
|
Q4 2024
Added 199.36%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
58,183
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
58,142
shares
|
$1.59 Million
0.15% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
57,864
shares
|
$1.58 Million
0.21% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
57,725
shares
|
$1.58 Million
0.36% of portfolio
|
Q4 2022
Reduced 3.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
57,704
shares
|
$1.58 Million
0.18% of portfolio
|
Q3 2024
Added 123.37%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
57,636
shares
|
$1.57 Million
0.82% of portfolio
|
Q3 2024
Reduced 17.66%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
57,454
shares
|
$1.57 Million
1.16% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
57,375
shares
|
$1.57 Million
1.7% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
57,070
shares
|
$1.56 Million
0.8% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
57,021
shares
|
$1.56 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
56,626
shares
|
$1.55 Million
0.33% of portfolio
|
Q3 2023
Added 5.55%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
56,481
shares
|
$1.54 Million
1.77% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
56,345
shares
|
$1.54 Million
3.29% of portfolio
|
Q3 2024
Reduced 41.78%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
56,278
shares
|
$1.54 Million
0.2% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
55,780
shares
|
$1.52 Million
1.94% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
55,655
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 173.22%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
55,335
shares
|
$1.51 Million
0.23% of portfolio
|
Q3 2024
Added 140.83%
|