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 1,634 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $21.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Charles Schwab Trust Bank
Henderson, NV |
May 09, 2024 Q1 2024 |
1,820,439
shares
|
$143 Million
100.0% of portfolio
|
Q1 2024
New holding
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
1,817,885
shares
|
$143 Million
0.71% of portfolio
|
Q1 2024
Added 231.85%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
1,688,288
shares
|
$133 Million
4.83% of portfolio
|
Q1 2024
Added 3.57%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,646,031
shares
|
$129 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
1,559,736
shares
|
$123 Million
0.52% of portfolio
|
Q1 2024
Added 3.17%
|
|
Keystone Financial Planning, Inc.
|
Apr 10, 2024 Q1 2024 |
1,525,958
shares
|
$120 Million
40.12% of portfolio
|
Q1 2024
Reduced 7.67%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
1,491,662
shares
|
$117 Million
19.93% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
1,430,931
shares
|
$112 Million
0.18% of portfolio
|
Q1 2024
Added 3.54%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
1,410,746
shares
|
$111 Million
0.18% of portfolio
|
Q1 2024
Reduced 35.92%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
1,347,379
shares
|
$106 Million
0.76% of portfolio
|
Q1 2024
Added 7.72%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,299,709
shares
|
$102 Million
0.12% of portfolio
|
Q1 2024
Added 3.44%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,290,814
shares
|
$101 Million
2.56% of portfolio
|
Q3 2022
Added 1379.87%
|
|
Asset Advisors Investment Management, LLC
|
May 14, 2024 Q1 2024 |
1,280,100
shares
|
$101 Million
11.6% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
1,273,415
shares
|
$100 Million
0.43% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
1,261,665
shares
|
$99.1 Million
1.52% of portfolio
|
Q1 2024
Added 15.59%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,258,786
shares
|
$98.9 Million
3.6% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,213,008
shares
|
$95.3 Million
0.48% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
1,178,367
shares
|
$92.6 Million
0.2% of portfolio
|
Q1 2024
Added 1.4%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
1,176,203
shares
|
$92.4 Million
0.37% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
Lvw Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
1,146,175
shares
|
$90.1 Million
15.85% of portfolio
|
Q1 2024
Added 9.4%
|
|
Diversified, LLC
|
May 02, 2024 Q1 2024 |
1,128,581
shares
|
$88.7 Million
13.36% of portfolio
|
Q1 2024
Added 493.29%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,124,400
shares
|
$88.3 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
1,074,694
shares
|
$84.4 Million
2.18% of portfolio
|
Q1 2024
Reduced 6.54%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
1,052,552
shares
|
$82.7 Million
0.77% of portfolio
|
Q1 2024
Added 2.14%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
1,020,660
shares
|
$80.2 Million
3.77% of portfolio
|
Q1 2024
New holding
|