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 |
---|---|---|---|---|---|
Newman Dignan & Sheerar, Inc.
|
Apr 26, 2024 Q1 2024 |
247,404
shares
|
$19.4 Million
5.4% of portfolio
|
Q1 2024
Added 3.95%
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
239,323
shares
|
$18.8 Million
14.12% of portfolio
|
Q3 2023
Added 4.59%
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
239,118
shares
|
$18.8 Million
0.22% of portfolio
|
Q1 2024
Added 10.1%
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2024 Q1 2024 |
237,933
shares
|
$18.7 Million
11.37% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
237,313
shares
|
$18.6 Million
0.52% of portfolio
|
Q3 2023
Reduced 25.14%
|
|
Financial Guidance Group, Inc.
|
May 01, 2024 Q1 2024 |
236,825
shares
|
$18.6 Million
13.55% of portfolio
|
Q1 2024
Added 1.01%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 09, 2024 Q1 2024 |
235,233
shares
|
$18.5 Million
3.05% of portfolio
|
Q1 2024
Added 2134.57%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
234,812
shares
|
$18.4 Million
0.72% of portfolio
|
Q1 2024
Added 1.87%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
232,549
shares
|
$18.3 Million
1.39% of portfolio
|
Q1 2024
Added 4.0%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
231,040
shares
|
$18.2 Million
1.3% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
230,786
shares
|
$18.1 Million
13.46% of portfolio
|
Q2 2022
New holding
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 12, 2024 Q1 2024 |
227,918
shares
|
$17.9 Million
7.75% of portfolio
|
Q1 2024
Added 12.13%
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
227,538
shares
|
$17.9 Million
11.32% of portfolio
|
Q1 2024
Added 1.36%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 10, 2024 Q1 2024 |
226,723
shares
|
$17.8 Million
2.62% of portfolio
|
Q1 2024
Added 21.94%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
May 13, 2024 Q1 2024 |
225,821
shares
|
$17.7 Million
2.11% of portfolio
|
Q1 2024
Added 5.98%
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
220,012
shares
|
$17.3 Million
54.39% of portfolio
|
Q3 2023
Added 1790.14%
|
|
Schaeffer Financial LLC
|
May 01, 2024 Q1 2024 |
217,084
shares
|
$17.1 Million
18.56% of portfolio
|
Q1 2024
Added 0.34%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
215,931
shares
|
$17 Million
0.5% of portfolio
|
Q1 2024
Reduced 43.87%
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2024 Q1 2024 |
215,166
shares
|
$16.9 Million
4.62% of portfolio
|
Q1 2024
Added 17.05%
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
214,896
shares
|
$16.9 Million
1.84% of portfolio
|
Q1 2024
Added 5.77%
|
|
Matrix Trust CO
|
May 06, 2024 Q1 2024 |
214,592
shares
|
$16.9 Million
3.91% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 16, 2024 Q1 2024 |
209,542
shares
|
$16.5 Million
1.76% of portfolio
|
Q1 2024
Added 1.16%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
206,623
shares
|
$16.2 Million
0.27% of portfolio
|
Q1 2024
Added 6.13%
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 18, 2024 Q1 2024 |
206,409
shares
|
$16.2 Million
13.83% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 22, 2024 Q1 2024 |
205,837
shares
|
$16.2 Million
4.08% of portfolio
|
Q1 2024
Added 1.06%
|