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 |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
42,291
shares
|
$1.15 Million
2.1% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
42,086
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
42,050
shares
|
$1.15 Million
1.77% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
41,826
shares
|
$1.14 Million
0.36% of portfolio
|
Q3 2024
Reduced 52.64%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
41,588
shares
|
$1.13 Million
3.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
41,452
shares
|
$1.13 Million
0.42% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
41,417
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
41,224
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
41,186
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
41,124
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
41,044
shares
|
$1.12 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
40,932
shares
|
$1.12 Million
0.52% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
40,801
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
40,778
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2024
Reduced 26.45%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,667
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
40,654
shares
|
$1.11 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
40,653
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
40,575
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2024
Added 109.66%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
40,565
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
40,352
shares
|
$1.1 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
40,184
shares
|
$1.1 Million
0.34% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
40,042
shares
|
$1.09 Million
2.18% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
39,993
shares
|
$1.09 Million
0.39% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
39,917
shares
|
$1.09 Million
1.61% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
39,868
shares
|
$1.09 Million
1.33% of portfolio
|
Q3 2024
Added 3.74%
|