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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
934
shares
|
$25,759
0.01% of portfolio
|
Q3 2024
Reduced 17.27%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
929
shares
|
$25,621
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
925
shares
|
$25,511
0.01% of portfolio
|
Q2 2024
Reduced 50.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
911
shares
|
$25,125
0.0% of portfolio
|
Q1 2024
Reduced 60.44%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
900
shares
|
$24,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
892
shares
|
$24,601
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
875
shares
|
$24,132
0.04% of portfolio
|
Q4 2023
Reduced 14.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
875
shares
|
$24,132
0.0% of portfolio
|
Q4 2023
Added 76.77%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
865
shares
|
$23,856
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
809
shares
|
$22,312
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
807
shares
|
$22,257
0.02% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
762
shares
|
$21,015
0.02% of portfolio
|
Q1 2023
Reduced 28.79%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
752
shares
|
$20,740
0.0% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
748
shares
|
$20,629
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
712
shares
|
$19,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
710
shares
|
$19,581
0.02% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$19,306
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
691
shares
|
$19,057
0.0% of portfolio
|
Q4 2023
Reduced 18.8%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
680
shares
|
$18,754
0.01% of portfolio
|
Q3 2024
Added 566.67%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
678
shares
|
$18,699
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
668
shares
|
$18,423
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
661
shares
|
$18,230
0.0% of portfolio
|
Q3 2024
Added 144.81%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
650
shares
|
$17,927
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,651
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,651
0.0% of portfolio
|
Q2 2023
New holding
|