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 1,760 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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
3,127
shares
|
$86,242
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
3,122
shares
|
$86,104
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
3,120
shares
|
$86,049
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,113
shares
|
$85,856
0.15% of portfolio
|
Q1 2022
Added 0.42%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
3,107
shares
|
$85,691
0.03% of portfolio
|
Q3 2024
Added 26.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,100
shares
|
$85,498
0.0% of portfolio
|
Q3 2024
Reduced 31.9%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,098
shares
|
$85,442
0.06% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
3,095
shares
|
$85,360
0.11% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
3,080
shares
|
$84,946
0.11% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
3,078
shares
|
$84,891
0.03% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,077
shares
|
$84,863
0.07% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,032
shares
|
$83,622
0.0% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
3,016
shares
|
$83,181
0.19% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
3,011
shares
|
$83,043
10.6% of portfolio
|
Q4 2023
Reduced 93.51%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$82,740
0.13% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$82,740
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
2,981
shares
|
$82,215
0.08% of portfolio
|
Q3 2024
Added 43.04%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
2,973
shares
|
$81,995
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,969
shares
|
$81,885
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,956
shares
|
$81,526
0.12% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
2,950
shares
|
$81,361
0.05% of portfolio
|
Q2 2023
Reduced 15.47%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
2,947
shares
|
$81,278
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
2,945
shares
|
$81,223
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
2,945
shares
|
$81,223
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
2,916
shares
|
$80,423
0.13% of portfolio
|
Q3 2024
Added 9.17%
|