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 |
---|---|---|---|---|---|
Flc Capital Advisors
|
Jul 15, 2024 Q2 2024 |
63,969
shares
|
$5.4 Million
1.23% of portfolio
|
Q2 2024
Added 0.46%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
63,746
shares
|
$5.39 Million
0.2% of portfolio
|
Q2 2024
Added 1.76%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
63,547
shares
|
$5.37 Million
0.21% of portfolio
|
Q2 2024
Added 11.74%
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
63,487
shares
|
$5.36 Million
0.78% of portfolio
|
Q2 2024
Added 8.02%
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
63,398
shares
|
$5.36 Million
3.98% of portfolio
|
Q2 2024
Reduced 27.71%
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
63,095
shares
|
$5.33 Million
2.66% of portfolio
|
Q2 2024
Added 15.84%
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
62,938
shares
|
$5.32 Million
1.49% of portfolio
|
Q2 2024
Added 4.49%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
62,863
shares
|
$5.31 Million
0.58% of portfolio
|
Q2 2024
Added 43.2%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
62,217
shares
|
$5.26 Million
1.15% of portfolio
|
Q2 2024
Added 9.07%
|
|
Future Financial Wealth Managment LLC
|
Jul 16, 2024 Q2 2024 |
61,935
shares
|
$5.23 Million
4.31% of portfolio
|
Q2 2024
Added 7.57%
|
|
United Bank
|
Jul 23, 2024 Q2 2024 |
61,839
shares
|
$5.22 Million
2.41% of portfolio
|
Q2 2024
Added 3.13%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
61,319
shares
|
$5.18 Million
0.89% of portfolio
|
Q1 2023
Added 8.04%
|
|
Fagan Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
61,293
shares
|
$5.18 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Fifth Third Securities, Inc.
|
Jul 15, 2024 Q2 2024 |
61,086
shares
|
$5.16 Million
0.45% of portfolio
|
Q2 2024
Added 2.45%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
60,935
shares
|
$5.15 Million
0.05% of portfolio
|
Q2 2024
Added 12.04%
|
|
Barnes Pettey Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
60,926
shares
|
$5.15 Million
4.08% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
60,535
shares
|
$5.11 Million
0.51% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
60,081
shares
|
$5.08 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Auxano Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
59,652
shares
|
$5.04 Million
1.33% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
59,592
shares
|
$5.03 Million
2.04% of portfolio
|
Q4 2022
Added 20.17%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
59,557
shares
|
$5.03 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,515
shares
|
$5.03 Million
0.41% of portfolio
|
Q1 2023
Added 5.58%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
59,383
shares
|
$5.02 Million
0.35% of portfolio
|
Q2 2024
Added 44.41%
|
|
Fsc Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
59,157
shares
|
$5 Million
3.43% of portfolio
|
Q2 2024
Added 0.66%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
59,048
shares
|
$4.99 Million
0.39% of portfolio
|
Q2 2024
Reduced 39.75%
|