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 |
|---|---|---|---|---|---|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
55,123
shares
|
$1.51 Million
3.41% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
54,437
shares
|
$1.49 Million
2.84% of portfolio
|
Q3 2024
Added 33.46%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
54,235
shares
|
$1.48 Million
1.12% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
54,107
shares
|
$1.48 Million
2.06% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
54,076
shares
|
$1.48 Million
1.85% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
54,011
shares
|
$1.48 Million
0.21% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
53,949
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2024
Added 193.86%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
53,922
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
53,513
shares
|
$1.46 Million
2.45% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
53,483
shares
|
$1.46 Million
0.36% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
53,213
shares
|
$1.45 Million
0.87% of portfolio
|
Q4 2024
Added 205.94%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
53,049
shares
|
$1.45 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
52,911
shares
|
$1.45 Million
0.24% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
52,832
shares
|
$1.44 Million
0.56% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
52,472
shares
|
$1.43 Million
1.46% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
52,461
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
52,143
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
51,775
shares
|
$1.41 Million
4.09% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
51,730
shares
|
$1.41 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
51,453
shares
|
$1.41 Million
1.63% of portfolio
|
Q4 2023
Added 3.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
50,914
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2024
Added 114.16%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
50,624
shares
|
$1.38 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
50,583
shares
|
$1.38 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
50,500
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
50,477
shares
|
$1.38 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.97%
|