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 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Charles Schwab Trust Bank
Henderson, NV |
Aug 01, 2024 Q2 2024 |
1,786,202
shares
|
$151 Million
100.0% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
Keystone Financial Planning, Inc.
|
Jul 10, 2024 Q2 2024 |
1,764,133
shares
|
$149 Million
45.54% of portfolio
|
Q2 2024
Added 15.61%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Jul 30, 2024 Q2 2024 |
1,740,692
shares
|
$147 Million
4.66% of portfolio
|
Q2 2024
Added 3.1%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,655,296
shares
|
$139 Million
0.09% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,631,688
shares
|
$137 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
1,626,770
shares
|
$137 Million
0.51% of portfolio
|
Q2 2024
Added 4.3%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
1,528,115
shares
|
$129 Million
18.05% of portfolio
|
Q2 2024
Added 2.44%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,524,689
shares
|
$128 Million
0.67% of portfolio
|
Q2 2024
Added 13.16%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,463,248
shares
|
$123 Million
0.01% of portfolio
|
Q2 2024
Reduced 61.44%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
1,316,807
shares
|
$111 Million
0.11% of portfolio
|
Q2 2024
Added 1.32%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,290,814
shares
|
$109 Million
2.56% of portfolio
|
Q3 2022
Added 1379.87%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
1,287,258
shares
|
$108 Million
0.21% of portfolio
|
Q2 2024
Added 9.24%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
1,266,225
shares
|
$107 Million
1.44% of portfolio
|
Q2 2024
Added 0.36%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,258,786
shares
|
$106 Million
3.6% of portfolio
|
Q4 2023
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
1,257,330
shares
|
$106 Million
0.17% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
1,238,243
shares
|
$104 Million
0.4% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
1,183,519
shares
|
$99.7 Million
11.44% of portfolio
|
Q2 2024
Added 4.87%
|
|
Lvw Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,176,875
shares
|
$99.2 Million
13.56% of portfolio
|
Q2 2024
Added 2.68%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
1,158,918
shares
|
$97.7 Million
0.14% of portfolio
|
Q2 2024
Reduced 19.01%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,134,067
shares
|
$95.6 Million
0.23% of portfolio
|
Q2 2024
Added 0.86%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,123,463
shares
|
$94.7 Million
0.41% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
1,100,489
shares
|
$92.7 Million
0.33% of portfolio
|
Q2 2024
Reduced 6.44%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
1,075,393
shares
|
$90.6 Million
0.75% of portfolio
|
Q2 2024
Added 2.17%
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
1,045,039
shares
|
$88.1 Million
8.86% of portfolio
|
Q2 2024
Reduced 18.36%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
999,883
shares
|
$84.3 Million
3.52% of portfolio
|
Q4 2022
Added 87.02%
|