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 |
---|---|---|---|---|---|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
68,761
shares
|
$5.81 Million
0.19% of portfolio
|
Q2 2024
Added 6.13%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2024 Q2 2024 |
68,473
shares
|
$5.78 Million
1.35% of portfolio
|
Q2 2024
Added 0.98%
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jul 12, 2024 Q2 2024 |
67,872
shares
|
$5.73 Million
1.47% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
Towercrest Capital Management
Newtown, PA |
Aug 06, 2024 Q2 2024 |
67,872
shares
|
$5.73 Million
0.86% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
67,607
shares
|
$5.71 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
D.B. Root & Company, LLC
|
Jul 15, 2024 Q2 2024 |
67,299
shares
|
$5.69 Million
1.81% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
67,079
shares
|
$5.67 Million
0.37% of portfolio
|
Q2 2024
Added 34.86%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
66,822
shares
|
$5.65 Million
0.06% of portfolio
|
Q2 2024
Added 10.85%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
66,592
shares
|
$5.63 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.87%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
66,458
shares
|
$5.61 Million
0.29% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
66,358
shares
|
$5.61 Million
3.3% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
66,068
shares
|
$5.58 Million
0.09% of portfolio
|
Q2 2024
Added 4.44%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
65,779
shares
|
$5.56 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 09, 2024 Q2 2024 |
65,729
shares
|
$5.55 Million
1.93% of portfolio
|
Q2 2024
Reduced 5.4%
|
|
Evolution Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
65,343
shares
|
$5.52 Million
1.0% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
65,327
shares
|
$5.52 Million
0.08% of portfolio
|
Q2 2024
Reduced 10.56%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
65,281
shares
|
$5.51 Million
0.46% of portfolio
|
Q2 2024
Added 2.0%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2024 Q2 2024 |
64,834
shares
|
$5.48 Million
0.81% of portfolio
|
Q2 2024
Added 5.67%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
64,691
shares
|
$5.47 Million
0.47% of portfolio
|
Q2 2024
Added 94.29%
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2023 Q4 2022 |
64,364
shares
|
$5.44 Million
7.12% of portfolio
|
Q4 2022
Added 1.39%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
64,313
shares
|
$5.43 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
64,248
shares
|
$5.43 Million
0.32% of portfolio
|
Q2 2024
Added 2.66%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
64,242
shares
|
$5.43 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
64,186
shares
|
$5.42 Million
0.51% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
64,036
shares
|
$5.41 Million
0.53% of portfolio
|
Q2 2024
Added 3.88%
|