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 |
---|---|---|---|---|---|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
113,204
shares
|
$9.56 Million
1.06% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
113,025
shares
|
$9.55 Million
0.67% of portfolio
|
Q2 2024
Added 11202.5%
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
112,820
shares
|
$9.53 Million
5.29% of portfolio
|
Q2 2024
Added 8.86%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
112,074
shares
|
$9.47 Million
0.41% of portfolio
|
Q2 2024
Reduced 12.61%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111,521
shares
|
$9.42 Million
3.35% of portfolio
|
Q1 2024
Added 2.34%
|
|
Charles Schwab Trust CO
|
Jul 17, 2024 Q2 2024 |
111,042
shares
|
$9.38 Million
0.81% of portfolio
|
Q2 2024
Added 2.58%
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Jul 29, 2024 Q2 2024 |
110,547
shares
|
$9.34 Million
1.52% of portfolio
|
Q1 2024
Added 1364.78%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
107,809
shares
|
$9.11 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
107,681
shares
|
$9.1 Million
0.16% of portfolio
|
Q2 2024
Added 3.51%
|
|
Tru Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
107,620
shares
|
$9.09 Million
0.56% of portfolio
|
Q2 2024
Reduced 72.3%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
107,431
shares
|
$9.08 Million
1.65% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
106,970
shares
|
$9.04 Million
7.15% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
106,796
shares
|
$9.02 Million
1.51% of portfolio
|
Q2 2024
Added 5.68%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
106,274
shares
|
$8.98 Million
0.01% of portfolio
|
Q2 2024
Added 1293.39%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
105,742
shares
|
$8.93 Million
0.13% of portfolio
|
Q2 2024
Added 0.59%
|
|
Juncture Wealth Strategies, LLC
|
Jul 11, 2024 Q2 2024 |
105,741
shares
|
$8.93 Million
3.45% of portfolio
|
Q2 2024
Added 8.72%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
105,645
shares
|
$8.92 Million
2.31% of portfolio
|
Q2 2024
Added 6.88%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
105,276
shares
|
$8.89 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Gunma Bank,Ltd.
|
Jul 23, 2024 Q2 2024 |
105,000
shares
|
$8.87 Million
6.81% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
103,915
shares
|
$8.78 Million
0.0% of portfolio
|
Q2 2024
Added 23.84%
|
|
Robbins Farley LLC
Manchester, NH |
Jul 16, 2024 Q2 2024 |
103,456
shares
|
$8.74 Million
4.32% of portfolio
|
Q2 2024
Added 4.1%
|
|
Madden Securities Corp
|
Jul 10, 2024 Q2 2024 |
102,937
shares
|
$8.7 Million
3.59% of portfolio
|
Q2 2024
Added 2.96%
|
|
Edge Capital Group, LLC
|
Aug 13, 2024 Q2 2024 |
102,390
shares
|
$8.65 Million
0.39% of portfolio
|
Q2 2024
Added 0.68%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jul 30, 2024 Q2 2024 |
100,880
shares
|
$8.52 Million
2.92% of portfolio
|
Q2 2024
Added 18.21%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
100,846
shares
|
$8.52 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.84%
|