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 |
---|---|---|---|---|---|
Pennsylvania Capital Management Inc
|
Jul 12, 2024 Q2 2024 |
82,410
shares
|
$6.96 Million
2.48% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
82,350
shares
|
$6.96 Million
0.01% of portfolio
|
Q2 2024
Added 26.37%
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 19, 2024 Q2 2024 |
81,455
shares
|
$6.88 Million
1.95% of portfolio
|
Q2 2024
Added 1.59%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
80,467
shares
|
$6.8 Million
0.26% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
Benchmark Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
80,112
shares
|
$6.77 Million
3.32% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 12, 2024 Q2 2024 |
80,079
shares
|
$6.77 Million
1.07% of portfolio
|
Q2 2024
Added 2.17%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
79,272
shares
|
$6.7 Million
0.28% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
Smart Money Group LLC
|
Aug 12, 2024 Q2 2024 |
78,822
shares
|
$6.66 Million
2.51% of portfolio
|
Q2 2024
Reduced 12.86%
|
|
Platform Technology Partners
|
Jul 30, 2024 Q2 2024 |
78,392
shares
|
$6.62 Million
2.15% of portfolio
|
Q2 2024
Added 17.92%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
77,982
shares
|
$6.59 Million
2.31% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
77,942
shares
|
$6.58 Million
1.51% of portfolio
|
Q2 2024
Added 6.41%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
77,617
shares
|
$6.56 Million
0.41% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
Opus Capital Group, LLC
|
Jul 31, 2024 Q2 2024 |
77,551
shares
|
$6.55 Million
0.86% of portfolio
|
Q1 2024
Added 0.75%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
77,439
shares
|
$6.54 Million
1.04% of portfolio
|
Q1 2024
Added 3.05%
|
|
Cap Wealth Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
77,432
shares
|
$6.54 Million
0.77% of portfolio
|
Q2 2024
Added 2.04%
|
|
Carnegie Capital Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
77,111
shares
|
$6.51 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
76,939
shares
|
$6.5 Million
0.84% of portfolio
|
Q1 2024
Added 465.77%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
76,855
shares
|
$6.49 Million
0.88% of portfolio
|
Q2 2024
Added 0.34%
|
|
Wealth Care Investment Partners, LLC
|
Jul 18, 2024 Q2 2024 |
76,142
shares
|
$6.43 Million
2.87% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
76,126
shares
|
$6.43 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
75,536
shares
|
$6.38 Million
2.75% of portfolio
|
Q2 2024
Added 2.79%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,359
shares
|
$6.37 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
75,277
shares
|
$6.36 Million
0.35% of portfolio
|
Q3 2022
Reduced 9.27%
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
74,877
shares
|
$6.33 Million
0.15% of portfolio
|
Q2 2024
Reduced 40.38%
|
|
St. Johns Investment Management Company, LLC
|
Jul 25, 2024 Q2 2024 |
74,776
shares
|
$6.32 Million
2.76% of portfolio
|
Q2 2024
Reduced 3.4%
|