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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
33,263
shares
|
$912,736
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
33,234
shares
|
$911,940
1.17% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
33,207
shares
|
$911,200
0.03% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
33,201
shares
|
$911,035
0.41% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
33,010
shares
|
$905,794
2.2% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
32,996
shares
|
$905,410
2.04% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
32,947
shares
|
$904,065
0.62% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
32,707
shares
|
$897,480
1.36% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
32,624
shares
|
$895,202
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
32,601
shares
|
$894,571
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
32,512
shares
|
$892,129
0.13% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
32,380
shares
|
$888,507
0.55% of portfolio
|
Q3 2024
Added 47.38%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
32,216
shares
|
$884,007
0.96% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
31,867
shares
|
$874,430
1.31% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
31,817
shares
|
$873,058
0.64% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
31,805
shares
|
$872,729
1.38% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
31,704
shares
|
$869,957
0.93% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
31,517
shares
|
$864,826
2.24% of portfolio
|
Q3 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
31,501
shares
|
$864,387
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
31,387
shares
|
$861,259
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
31,273
shares
|
$858,131
0.73% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
31,268
shares
|
$857,993
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
31,259
shares
|
$857,746
0.26% of portfolio
|
Q3 2024
Reduced 25.84%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
31,170
shares
|
$855,304
0.03% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
31,150
shares
|
$854,756
0.32% of portfolio
|
Q2 2024
Reduced 5.28%
|