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 |
---|---|---|---|---|---|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
100,193
shares
|
$8.46 Million
4.19% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
Summit Global Investments
Bountiful, UT |
Jul 22, 2024 Q2 2024 |
100,024
shares
|
$8.45 Million
0.52% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
100,023
shares
|
$8.45 Million
1.77% of portfolio
|
Q4 2022
Added 13.77%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
99,255
shares
|
$8.39 Million
1.95% of portfolio
|
Q4 2022
Added 0.03%
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
99,057
shares
|
$8.37 Million
4.62% of portfolio
|
Q2 2024
Added 35404.3%
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
98,989
shares
|
$8.36 Million
2.43% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
98,584
shares
|
$8.33 Million
0.03% of portfolio
|
Q2 2024
Added 3.27%
|
|
Old Port Advisors
|
Jul 18, 2024 Q2 2024 |
98,500
shares
|
$8.32 Million
2.29% of portfolio
|
Q2 2024
Added 7.09%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
97,777
shares
|
$8.26 Million
3.18% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
John W. Brooker & Co., Cp As
|
Jul 11, 2024 Q2 2024 |
97,610
shares
|
$8.25 Million
4.14% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
97,275
shares
|
$8.22 Million
0.24% of portfolio
|
Q2 2024
Reduced 13.22%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
97,240
shares
|
$8.21 Million
1.82% of portfolio
|
Q2 2024
Added 1.96%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
96,893
shares
|
$8.19 Million
0.08% of portfolio
|
Q2 2024
Added 3.83%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
96,787
shares
|
$8.18 Million
5.75% of portfolio
|
Q1 2024
Added 1.3%
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
96,300
shares
|
$8.14 Million
5.74% of portfolio
|
Q4 2023
New holding
|
|
Bensler, LLC
Bellevue, WA |
Jul 26, 2024 Q2 2024 |
96,204
shares
|
$8.13 Million
1.01% of portfolio
|
Q2 2024
Reduced 9.46%
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
95,946
shares
|
$8.11 Million
7.77% of portfolio
|
Q3 2023
Added 3.14%
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
95,945
shares
|
$8.11 Million
2.79% of portfolio
|
Q2 2024
Added 54.12%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
95,925
shares
|
$8.1 Million
2.49% of portfolio
|
Q2 2024
Reduced 52.75%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
95,433
shares
|
$8.06 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
95,257
shares
|
$8.05 Million
0.36% of portfolio
|
Q2 2024
Reduced 16.12%
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
94,938
shares
|
$8.02 Million
2.74% of portfolio
|
Q2 2024
Added 19.45%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
94,802
shares
|
$8.01 Million
6.41% of portfolio
|
Q4 2022
New holding
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
94,757
shares
|
$8.01 Million
1.29% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
Ted Buchan & CO
San Diego, CA |
Aug 21, 2024 Q2 2024 |
94,741
shares
|
$8 Million
3.95% of portfolio
|
Q1 2024
Added 16.08%
|