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 1,659 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
123,905
shares
|
$10.5 Million
4.96% of portfolio
|
Q2 2024
Added 0.9%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
123,552
shares
|
$10.4 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
122,861
shares
|
$10.4 Million
4.47% of portfolio
|
Q2 2024
Added 2.76%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
121,969
shares
|
$10.3 Million
0.08% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
121,531
shares
|
$10.3 Million
0.16% of portfolio
|
Q2 2024
Added 34.41%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
121,134
shares
|
$10.2 Million
0.92% of portfolio
|
Q2 2024
Added 15.56%
|
|
Pacific Capital Wealth Advisors, Inc
|
Aug 06, 2024 Q2 2024 |
121,044
shares
|
$10.2 Million
1.72% of portfolio
|
Q2 2024
Added 111.03%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
120,570
shares
|
$10.2 Million
0.26% of portfolio
|
Q2 2024
Reduced 26.68%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
119,775
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 10.85%
|
|
Meridian Financial, LLC
Holliston, MA |
Aug 13, 2024 Q2 2024 |
119,718
shares
|
$10.1 Million
6.74% of portfolio
|
Q2 2024
Added 2.88%
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
119,008
shares
|
$10.1 Million
1.98% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
118,756
shares
|
$10 Million
0.15% of portfolio
|
Q2 2024
Added 10.74%
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
118,383
shares
|
$10 Million
12.85% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
117,507
shares
|
$9.93 Million
1.02% of portfolio
|
Q2 2024
Added 6.85%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
117,319
shares
|
$9.91 Million
0.92% of portfolio
|
Q2 2024
Added 2.68%
|
|
Spreng Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
116,397
shares
|
$9.83 Million
4.69% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
116,195
shares
|
$9.82 Million
3.23% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
115,959
shares
|
$9.8 Million
3.15% of portfolio
|
Q2 2024
Added 0.53%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
115,510
shares
|
$9.76 Million
0.58% of portfolio
|
Q2 2024
Added 6.77%
|
|
Yhb Investment Advisors, Inc.
|
Aug 01, 2024 Q2 2024 |
114,933
shares
|
$9.71 Million
0.78% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
114,871
shares
|
$9.7 Million
0.14% of portfolio
|
Q2 2024
Added 10.08%
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 13, 2024 Q2 2024 |
113,955
shares
|
$9.63 Million
3.92% of portfolio
|
Q2 2024
Added 11.77%
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Aug 13, 2024 Q2 2024 |
113,851
shares
|
$9.62 Million
10.67% of portfolio
|
Q2 2024
Added 4.3%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
113,398
shares
|
$9.58 Million
5.19% of portfolio
|
Q2 2024
Added 1.63%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
113,330
shares
|
$9.57 Million
8.54% of portfolio
|
Q2 2024
Reduced 3.14%
|