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 278 Million shares, which have been reported (via 13F filing form) to have a value of $7.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
36,529
shares
|
$1 Million
0.66% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
36,415
shares
|
$999,227
0.24% of portfolio
|
Q3 2024
Added 92.93%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
36,135
shares
|
$991,544
0.53% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
36,112
shares
|
$990,913
1.88% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
36,111
shares
|
$990,885
0.01% of portfolio
|
Q1 2024
Added 26.49%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
36,095
shares
|
$990,446
0.72% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
35,888
shares
|
$984,766
0.19% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
35,408
shares
|
$971,595
0.3% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
35,408
shares
|
$971,595
2.24% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
35,370
shares
|
$970,552
1.71% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
35,369
shares
|
$970,525
0.09% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
35,122
shares
|
$963,747
1.02% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
35,032
shares
|
$961,278
0.02% of portfolio
|
Q3 2024
Added 2063.8%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
34,456
shares
|
$945,472
0.6% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
34,338
shares
|
$942,234
0.07% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
34,256
shares
|
$939,984
0.15% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
34,143
shares
|
$936,883
0.12% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
33,956
shares
|
$931,752
0.93% of portfolio
|
Q3 2024
Added 217.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
33,878
shares
|
$929,612
0.0% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
33,777
shares
|
$926,840
1.0% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
33,619
shares
|
$922,505
0.64% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
33,471
shares
|
$918,444
0.88% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
33,461
shares
|
$918,169
0.02% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
33,357
shares
|
$915,316
1.64% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
33,320
shares
|
$914,300
1.23% of portfolio
|
Q3 2024
Reduced 9.24%
|