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 $7.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
101
shares
|
$2,785
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
100
shares
|
$2,758
0.0% of portfolio
|
Q2 2024
Reduced 28.06%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$2,592
0.0% of portfolio
|
Q4 2022
Reduced 51.55%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
91
shares
|
$2,509
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
91
shares
|
$2,509
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
75
shares
|
$2,068
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
70
shares
|
$1,930
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
64
shares
|
$1,765
0.0% of portfolio
|
Q3 2024
Reduced 98.36%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
62
shares
|
$1,709
0.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
60
shares
|
$1,654
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
60
shares
|
$1,654
0.0% of portfolio
|
Q3 2024
Reduced 85.88%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
58
shares
|
$1,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
54
shares
|
$1,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
50
shares
|
$1,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
50
shares
|
$1,379
0.01% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
50
shares
|
$1,379
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,379
0.0% of portfolio
|
Q1 2024
Reduced 15.25%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
49
shares
|
$1,351
0.0% of portfolio
|
Q3 2024
Added 716.67%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$1,323
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
48
shares
|
$1,323
0.0% of portfolio
|
Q2 2024
Reduced 95.42%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
48
shares
|
$1,323
0.0% of portfolio
|
Q3 2024
Reduced 77.14%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
41
shares
|
$1,130
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
31
shares
|
$854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
31
shares
|
$854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$827
0.0% of portfolio
|
Q2 2024
Reduced 91.55%
|