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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,507
shares
|
$69,143
0.07% of portfolio
|
Q3 2024
Reduced 17.72%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$68,950
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,500
shares
|
$68,950
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
2,500
shares
|
$68,950
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
2,489
shares
|
$68,646
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
2,474
shares
|
$68,232
0.02% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
2,470
shares
|
$68,122
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
2,469
shares
|
$68,095
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,455
shares
|
$67,708
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
2,451
shares
|
$67,598
0.11% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,448
shares
|
$67,515
0.0% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
2,418
shares
|
$66,688
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,397
shares
|
$66,109
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
2,391
shares
|
$65,943
0.44% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
2,388
shares
|
$65,861
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
2,386
shares
|
$65,805
0.04% of portfolio
|
Q3 2024
Reduced 79.23%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
2,373
shares
|
$65,447
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
2,373
shares
|
$65,447
0.02% of portfolio
|
Q3 2024
Reduced 54.06%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
2,370
shares
|
$65,364
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
2,367
shares
|
$65,281
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,366
shares
|
$65,254
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,362
shares
|
$65,143
0.02% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
2,329
shares
|
$64,233
0.09% of portfolio
|
Q3 2024
Reduced 25.54%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$63,433
0.04% of portfolio
|
Q1 2024
Added 1050.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
2,249
shares
|
$62,027
0.15% of portfolio
|
Q3 2024
Added 0.04%
|