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 $7.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,903
shares
|
$107,683
0.22% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,865
shares
|
$106,635
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
3,860
shares
|
$106,497
0.51% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
3,852
shares
|
$106,276
0.26% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 16, 2024 Q3 2024 |
3,793
shares
|
$104,648
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,780
shares
|
$104,290
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
3,779
shares
|
$104,262
0.11% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
3,766
shares
|
$103,903
0.06% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
3,756
shares
|
$103,628
0.14% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,751
shares
|
$103,490
0.04% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,732
shares
|
$102,965
0.08% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,712
shares
|
$102,414
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,685
shares
|
$101,669
0.02% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
3,677
shares
|
$101,448
0.12% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,668
shares
|
$101,200
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,605
shares
|
$99,461
0.1% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
3,600
shares
|
$99,324
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
3,590
shares
|
$99,048
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,590
shares
|
$99,048
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
3,587
shares
|
$98,965
0.08% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,578
shares
|
$98,717
0.04% of portfolio
|
Q2 2024
Reduced 19.32%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,572
shares
|
$98,551
0.03% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
3,559
shares
|
$98,192
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,517
shares
|
$97,034
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,516
shares
|
$97,006
0.02% of portfolio
|
Q3 2024
Added 193.98%
|