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 1,761 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,364
shares
|
$1.37 Million
0.98% of portfolio
|
Q1 2024
Added 10.56%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
50,149
shares
|
$1.37 Million
1.09% of portfolio
|
Q4 2023
Added 150.96%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
49,791
shares
|
$1.36 Million
4.38% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
49,684
shares
|
$1.35 Million
0.25% of portfolio
|
Q3 2024
Added 60.34%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
49,647
shares
|
$1.35 Million
2.33% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
49,598
shares
|
$1.35 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
49,502
shares
|
$1.35 Million
2.13% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
49,500
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
49,403
shares
|
$1.35 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
49,341
shares
|
$1.35 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
49,328
shares
|
$1.34 Million
0.24% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
49,169
shares
|
$1.34 Million
0.73% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
49,137
shares
|
$1.34 Million
2.47% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
48,862
shares
|
$1.33 Million
1.11% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
48,659
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
48,645
shares
|
$1.33 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
48,453
shares
|
$1.32 Million
3.14% of portfolio
|
Q2 2024
Added 13.43%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
47,866
shares
|
$1.3 Million
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
47,830
shares
|
$1.3 Million
0.26% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
47,825
shares
|
$1.3 Million
1.06% of portfolio
|
Q3 2024
Added 196.08%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
47,789
shares
|
$1.3 Million
2.14% of portfolio
|
Q4 2022
Added 41.28%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
47,624
shares
|
$1.3 Million
1.25% of portfolio
|
Q3 2024
Added 34.66%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
47,510
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
47,461
shares
|
$1.29 Million
3.15% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
47,307
shares
|
$1.29 Million
0.9% of portfolio
|
Q3 2024
Added 2.21%
|