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 |
---|---|---|---|---|---|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
94,706
shares
|
$8 Million
0.05% of portfolio
|
Q2 2024
Added 13.89%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
93,036
shares
|
$7.86 Million
2.91% of portfolio
|
Q2 2024
Reduced 7.35%
|
|
Stonehearth Capital Management, LLC
|
Jul 05, 2024 Q2 2024 |
91,159
shares
|
$7.7 Million
3.07% of portfolio
|
Q2 2024
New holding
|
|
Financial Sense Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
90,947
shares
|
$7.68 Million
2.44% of portfolio
|
Q2 2024
Added 11.04%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
90,668
shares
|
$7.66 Million
3.91% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 30, 2024 Q2 2024 |
90,304
shares
|
$7.63 Million
3.61% of portfolio
|
Q2 2024
Added 1.27%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
90,182
shares
|
$7.62 Million
1.11% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
88,581
shares
|
$7.48 Million
5.79% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
88,500
shares
|
$7.48 Million
0.54% of portfolio
|
Q2 2024
Added 0.02%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
88,483
shares
|
$7.48 Million
1.07% of portfolio
|
Q2 2024
New holding
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
88,313
shares
|
$7.46 Million
0.73% of portfolio
|
Q2 2024
Reduced 24.98%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
87,520
shares
|
$7.39 Million
1.1% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 24, 2024 Q2 2024 |
87,453
shares
|
$7.39 Million
2.72% of portfolio
|
Q2 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
87,113
shares
|
$7.36 Million
0.17% of portfolio
|
Q2 2024
Added 22.36%
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Aug 06, 2024 Q2 2024 |
86,190
shares
|
$7.28 Million
2.36% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
86,021
shares
|
$7.27 Million
1.29% of portfolio
|
Q2 2024
Added 1.75%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
85,694
shares
|
$7.24 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
85,297
shares
|
$7.21 Million
0.77% of portfolio
|
Q1 2024
Added 114.35%
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 18, 2024 Q2 2024 |
85,075
shares
|
$7.19 Million
4.74% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 25, 2024 Q2 2024 |
84,886
shares
|
$7.17 Million
4.52% of portfolio
|
Q2 2024
Added 0.86%
|
|
Alpha Omega Group, Inc.
|
Aug 05, 2024 Q2 2024 |
84,639
shares
|
$7.15 Million
8.36% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
83,963
shares
|
$7.09 Million
0.27% of portfolio
|
Q2 2024
Added 3073.2%
|
|
Asset Planning Corporation
|
Jul 31, 2024 Q2 2024 |
83,116
shares
|
$7.02 Million
4.86% of portfolio
|
Q2 2024
Reduced 14.86%
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 08, 2024 Q2 2024 |
82,924
shares
|
$7.01 Million
4.05% of portfolio
|
Q2 2024
Added 0.24%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
82,777
shares
|
$6.99 Million
0.27% of portfolio
|
Q2 2024
Added 1.28%
|