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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
39,686
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
39,684
shares
|
$1.08 Million
1.2% of portfolio
|
Q3 2024
Added 196.95%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
39,607
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Added 257.66%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
39,582
shares
|
$1.08 Million
0.63% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
39,333
shares
|
$1.07 Million
0.49% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
39,189
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
39,099
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2024
Added 29.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
38,870
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,721
shares
|
$1.06 Million
1.82% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,672
shares
|
$1.05 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
38,605
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
38,517
shares
|
$1.05 Million
0.31% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
38,456
shares
|
$1.05 Million
0.29% of portfolio
|
Q4 2022
Added 14.17%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
38,213
shares
|
$1.04 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
38,173
shares
|
$1.04 Million
0.99% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
38,140
shares
|
$1.04 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
38,117
shares
|
$1.04 Million
2.52% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
37,954
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
37,862
shares
|
$1.03 Million
1.02% of portfolio
|
Q3 2024
Reduced 98.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
37,565
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
37,444
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
37,362
shares
|
$1.02 Million
0.6% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
37,311
shares
|
$1.02 Million
1.45% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
37,058
shares
|
$1.01 Million
0.37% of portfolio
|
Q3 2024
Added 102.94%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
36,999
shares
|
$1.01 Million
1.85% of portfolio
|
Q1 2023
Added 12.52%
|