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 |
---|---|---|---|---|---|
Segment Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
291,815
shares
|
$22.9 Million
1.81% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
Wealth Management Resources, Inc.
|
Apr 19, 2024 Q1 2024 |
289,777
shares
|
$22.8 Million
6.55% of portfolio
|
Q1 2024
Added 4.76%
|
|
Intergy Private Wealth, LLC
|
Apr 24, 2024 Q1 2024 |
288,354
shares
|
$22.7 Million
9.6% of portfolio
|
Q1 2024
Added 4.15%
|
|
Sweet Financial Partners, LLC
|
Apr 23, 2024 Q1 2024 |
288,338
shares
|
$22.7 Million
5.54% of portfolio
|
Q1 2024
Added 7.81%
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Apr 23, 2024 Q1 2024 |
285,391
shares
|
$22.4 Million
9.37% of portfolio
|
Q1 2024
Added 2.14%
|
|
Forth Right Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
283,660
shares
|
$22.3 Million
8.34% of portfolio
|
Q1 2024
Added 4.22%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
283,444
shares
|
$22.3 Million
0.13% of portfolio
|
Q2 2023
Reduced 77.36%
|
|
Eagle Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
279,989
shares
|
$22 Million
10.16% of portfolio
|
Q1 2024
Added 4.31%
|
|
Financial Insights, Inc.
|
Apr 25, 2024 Q1 2024 |
279,023
shares
|
$21.9 Million
6.53% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Apr 09, 2024 Q1 2024 |
278,380
shares
|
$21.9 Million
6.43% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
275,718
shares
|
$21.7 Million
2.33% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
273,999
shares
|
$21.5 Million
0.35% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
Presidio Capital Management, LLC
|
Apr 24, 2024 Q1 2024 |
267,868
shares
|
$21 Million
15.9% of portfolio
|
Q1 2024
Added 51.97%
|
|
Rezny Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
267,327
shares
|
$21 Million
6.33% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
266,544
shares
|
$20.9 Million
0.28% of portfolio
|
Q1 2024
Added 2.99%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
266,444
shares
|
$20.9 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
Trinity Point Wealth, LLC
|
May 08, 2024 Q1 2024 |
261,140
shares
|
$20.5 Million
3.54% of portfolio
|
Q1 2024
Added 7.0%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
260,593
shares
|
$20.5 Million
0.23% of portfolio
|
Q1 2024
Added 5.79%
|
|
Capital Advantage, Inc.
|
May 14, 2024 Q1 2024 |
257,789
shares
|
$20.3 Million
4.19% of portfolio
|
Q1 2024
Added 4.09%
|
|
Financial Consulate, Inc
|
Apr 22, 2024 Q1 2024 |
257,268
shares
|
$20.2 Million
6.44% of portfolio
|
Q1 2024
Added 0.79%
|
|
Curran Financial Partners, LLC
|
May 02, 2024 Q1 2024 |
255,459
shares
|
$20.1 Million
8.59% of portfolio
|
Q1 2024
Added 2.02%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
254,364
shares
|
$20 Million
0.41% of portfolio
|
Q1 2024
Added 3990.77%
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2024 Q1 2024 |
253,997
shares
|
$20 Million
16.91% of portfolio
|
Q1 2024
Added 2.91%
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 03, 2024 Q1 2024 |
252,730
shares
|
$19.9 Million
18.36% of portfolio
|
Q1 2024
New holding
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
May 02, 2024 Q1 2024 |
249,059
shares
|
$19.6 Million
5.91% of portfolio
|
Q1 2024
Added 0.6%
|