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 |
---|---|---|---|---|---|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
161
shares
|
$12,649
0.01% of portfolio
|
Q3 2023
New holding
|
|
Biltmore Family Office, LLC
|
May 14, 2024 Q1 2024 |
150
shares
|
$11,785
0.0% of portfolio
|
Q3 2023
New holding
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$11,785
0.01% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
146
shares
|
$11,471
0.0% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
142
shares
|
$11,156
0.0% of portfolio
|
Q4 2022
New holding
|
|
Legacy Bridge, LLC
|
Apr 25, 2024 Q1 2024 |
139
shares
|
$10,921
0.01% of portfolio
|
Q4 2021
Added 39.0%
|
|
M&R Capital Management Inc
|
Apr 02, 2024 Q1 2024 |
135
shares
|
$10,606
0.0% of portfolio
|
Q1 2024
Reduced 85.36%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$10,449
0.0% of portfolio
|
Q1 2023
Reduced 41.41%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
125
shares
|
$9,821
0.0% of portfolio
|
Q2 2023
Reduced 99.03%
|
|
Washington Trust Advisors, Inc.
|
May 07, 2024 Q1 2024 |
125
shares
|
$9,821
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
Naples Money Management LLC
Naples, FL |
Apr 30, 2024 Q1 2024 |
116
shares
|
$9,114
0.01% of portfolio
|
Q1 2024
Added 0.87%
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
106
shares
|
$8,328
0.0% of portfolio
|
Q1 2024
Reduced 75.74%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 2024 |
102
shares
|
$8,014
0.0% of portfolio
|
Q1 2024
Added 0.99%
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
100
shares
|
$7,856
0.0% of portfolio
|
Q4 2022
New holding
|
|
Rfp Financial Group LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
100
shares
|
$7,856
0.0% of portfolio
|
Q4 2023
New holding
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
94
shares
|
$7,385
0.0% of portfolio
|
Q4 2022
Reduced 51.55%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
91
shares
|
$7,149
0.01% of portfolio
|
Q4 2021
New holding
|
|
Bray Capital Advisors
|
Apr 30, 2024 Q1 2024 |
90
shares
|
$7,071
0.0% of portfolio
|
Q1 2024
Added 40.63%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 03, 2024 Q1 2024 |
81
shares
|
$6,364
0.0% of portfolio
|
Q1 2024
Added 912.5%
|
|
Lowe Wealth Advisors, LLC
|
Apr 08, 2024 Q1 2024 |
75
shares
|
$5,892
0.0% of portfolio
|
Q4 2023
New holding
|
|
Western Pacific Wealth Management, LP
|
May 15, 2024 Q1 2024 |
68
shares
|
$5,342
0.0% of portfolio
|
Q4 2023
Added 1.49%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
67
shares
|
$5,264
0.0% of portfolio
|
Q2 2023
New holding
|
|
High Mark Wealth Management LLC
|
Apr 26, 2024 Q1 2024 |
61
shares
|
$4,792
0.0% of portfolio
|
Q4 2023
New holding
|
|
Citizens National Bank Trust Department
|
May 03, 2024 Q1 2024 |
60
shares
|
$4,714
0.0% of portfolio
|
Q4 2022
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 23, 2024 Q1 2024 |
51
shares
|
$4,007
0.0% of portfolio
|
Q4 2022
New holding
|