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 |
---|---|---|---|---|---|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
74,567
shares
|
$6.3 Million
0.6% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
Hc Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
73,855
shares
|
$6.24 Million
5.51% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jul 17, 2024 Q2 2024 |
73,698
shares
|
$6.23 Million
5.49% of portfolio
|
Q2 2024
Added 1.88%
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 16, 2024 Q2 2024 |
73,486
shares
|
$6.21 Million
4.69% of portfolio
|
Q2 2024
Added 3.94%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
73,278
shares
|
$6.19 Million
0.33% of portfolio
|
Q2 2024
Reduced 60.22%
|
|
O'Connor Financial Group LLC
Quincy, IL |
Aug 13, 2024 Q2 2024 |
73,278
shares
|
$6.19 Million
3.31% of portfolio
|
Q2 2024
Added 7.43%
|
|
Guardian Financial Partners, LLC
|
Jul 15, 2024 Q2 2024 |
73,271
shares
|
$6.19 Million
4.68% of portfolio
|
Q2 2024
Added 6.16%
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
72,938
shares
|
$6.16 Million
0.73% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
72,698
shares
|
$6.14 Million
0.12% of portfolio
|
Q2 2024
Added 0.4%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
72,523
shares
|
$6.13 Million
3.0% of portfolio
|
Q2 2024
Added 5.18%
|
|
Smithbridge Asset Management Inc
|
Jul 19, 2024 Q2 2024 |
72,280
shares
|
$6.11 Million
1.18% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
72,245
shares
|
$6.1 Million
0.92% of portfolio
|
Q2 2024
Added 1.7%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
72,027
shares
|
$6.08 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
Obsidian Personal Planning Solutions LLC
|
Jul 25, 2024 Q2 2024 |
71,921
shares
|
$6.08 Million
3.51% of portfolio
|
Q2 2024
Added 6.53%
|
|
Red Door Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
71,616
shares
|
$6.05 Million
1.02% of portfolio
|
Q2 2024
Added 1.31%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 17, 2024 Q2 2024 |
71,591
shares
|
$6.05 Million
1.67% of portfolio
|
Q2 2024
Added 5.86%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
71,472
shares
|
$6.04 Million
0.1% of portfolio
|
Q2 2024
Added 13.59%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
70,884
shares
|
$5.99 Million
0.43% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
69,998
shares
|
$5.91 Million
0.97% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 18, 2024 Q2 2024 |
69,730
shares
|
$5.89 Million
4.2% of portfolio
|
Q2 2024
Added 2.22%
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2024 Q2 2024 |
69,643
shares
|
$5.88 Million
0.67% of portfolio
|
Q2 2024
Added 8.18%
|
|
Alpha Omega Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
69,400
shares
|
$5.86 Million
1.03% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
69,295
shares
|
$5.85 Million
0.75% of portfolio
|
Q2 2024
Added 7.15%
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
69,065
shares
|
$5.83 Million
5.49% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
68,887
shares
|
$5.82 Million
0.02% of portfolio
|
Q2 2024
Added 0.35%
|