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 1,773 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
8,561
shares
|
$238,252
0.5% of portfolio
|
Q3 2024
Reduced 23.98%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
8,542
shares
|
$237,723
0.03% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
8,528
shares
|
$237,334
0.29% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
8,500
shares
|
$236,555
0.02% of portfolio
|
Q4 2024
Added 142.86%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
8,492
shares
|
$236,332
0.1% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
8,484
shares
|
$236,109
0.5% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
8,482
shares
|
$236,054
0.24% of portfolio
|
Q3 2024
Added 28.5%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
8,468
shares
|
$235,664
0.06% of portfolio
|
Q3 2024
Added 174.22%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
8,462
shares
|
$235,497
0.39% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
8,458
shares
|
$235,386
0.05% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
8,429
shares
|
$234,579
0.05% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
8,397
shares
|
$233,688
0.23% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,380
shares
|
$233,215
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
8,370
shares
|
$232,937
0.28% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
8,349
shares
|
$232,352
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
8,346
shares
|
$232,269
0.16% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
8,315
shares
|
$231,406
0.08% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
8,201
shares
|
$228,233
0.03% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
8,197
shares
|
$228,122
0.1% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
8,158
shares
|
$227,037
0.57% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
8,128
shares
|
$226,202
0.18% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
8,069
shares
|
$224,560
0.24% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
8,054
shares
|
$224,142
0.01% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
8,039
shares
|
$223,725
0.55% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
8,027
shares
|
$223,391
0.05% of portfolio
|
Q4 2024
New holding
|