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 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 |
|---|---|---|---|---|---|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
5,070
shares
|
$139,272
0.14% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
5,051
shares
|
$138,750
0.1% of portfolio
|
Q1 2024
Added 14.12%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
5,048
shares
|
$138,668
0.29% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
5,048
shares
|
$138,668
0.05% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
5,048
shares
|
$138,668
0.04% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
5,039
shares
|
$138,421
0.28% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,035
shares
|
$138,311
0.55% of portfolio
|
Q4 2023
Added 4.87%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
5,032
shares
|
$138,229
0.14% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,025
shares
|
$138,036
0.03% of portfolio
|
Q3 2024
Added 28.16%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
5,023
shares
|
$137,981
0.32% of portfolio
|
Q3 2024
Added 38.49%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,012
shares
|
$137,679
0.02% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
5,008
shares
|
$137,569
0.13% of portfolio
|
Q1 2024
Added 1118.49%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$137,350
0.23% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
4,961
shares
|
$136,278
0.14% of portfolio
|
Q2 2024
Reduced 13.98%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,937
shares
|
$135,619
0.41% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
4,888
shares
|
$134,273
0.22% of portfolio
|
Q2 2023
Reduced 5.33%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,879
shares
|
$134,026
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
4,875
shares
|
$133,916
0.3% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
4,851
shares
|
$133,256
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
4,848
shares
|
$133,174
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
4,812
shares
|
$132,185
0.12% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,809
shares
|
$132,103
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
4,795
shares
|
$131,718
0.08% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
4,791
shares
|
$131,608
0.16% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,788
shares
|
$131,526
0.02% of portfolio
|
Q3 2023
Added 480.36%
|