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 276 Million shares, which have been reported (via 13F filing form) to have a value of $7.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,315
shares
|
$309,125
0.02% of portfolio
|
Q4 2022
Added 55.0%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,291
shares
|
$308,470
0.53% of portfolio
|
Q2 2024
Reduced 23.33%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
11,245
shares
|
$307,213
0.07% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,200
shares
|
$305,984
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
11,184
shares
|
$305,546
0.18% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
11,130
shares
|
$304,071
0.01% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
11,074
shares
|
$302,541
0.06% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
11,032
shares
|
$301,394
0.33% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,983
shares
|
$300,055
0.01% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
10,899
shares
|
$297,760
0.62% of portfolio
|
Q3 2024
Added 40.89%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
10,860
shares
|
$296,695
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
10,814
shares
|
$295,438
0.53% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
10,779
shares
|
$294,482
0.17% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
10,724
shares
|
$292,979
0.24% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
10,687
shares
|
$291,968
0.54% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,580
shares
|
$289,045
0.13% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
10,579
shares
|
$289,018
0.36% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,554
shares
|
$288,335
0.03% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,508
shares
|
$287,078
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
10,451
shares
|
$285,521
0.36% of portfolio
|
Q3 2024
Added 95.13%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
10,444
shares
|
$285,330
0.92% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
10,437
shares
|
$285,138
0.2% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
10,437
shares
|
$285,138
0.19% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
10,424
shares
|
$284,783
0.13% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,386
shares
|
$283,745
0.12% of portfolio
|
Q2 2023
Reduced 6.68%
|