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 |
---|---|---|---|---|---|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
58,752
shares
|
$4.96 Million
0.06% of portfolio
|
Q2 2024
Added 44.95%
|
|
Lion Street Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
58,345
shares
|
$4.93 Million
1.7% of portfolio
|
Q2 2024
Added 21.19%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
58,143
shares
|
$4.91 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
58,045
shares
|
$4.9 Million
0.3% of portfolio
|
Q2 2024
Added 4.9%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
58,022
shares
|
$4.9 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
57,725
shares
|
$4.88 Million
0.36% of portfolio
|
Q4 2022
Reduced 3.08%
|
|
Alpha Cubed Investments, LLC
|
Jul 15, 2024 Q2 2024 |
57,488
shares
|
$4.86 Million
0.21% of portfolio
|
Q2 2024
Added 8.76%
|
|
Warwick Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
57,202
shares
|
$4.83 Million
1.05% of portfolio
|
Q2 2024
Reduced 7.67%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
56,710
shares
|
$4.79 Million
0.76% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
56,626
shares
|
$4.78 Million
0.33% of portfolio
|
Q3 2023
Added 5.55%
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 18, 2024 Q2 2024 |
56,406
shares
|
$4.77 Million
0.9% of portfolio
|
Q2 2024
Added 4.57%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
56,401
shares
|
$4.76 Million
0.27% of portfolio
|
Q2 2024
Added 2.16%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
56,278
shares
|
$4.75 Million
0.19% of portfolio
|
Q2 2024
Added 3.44%
|
|
Access Financial Services, Inc.
|
Jul 25, 2024 Q2 2024 |
56,227
shares
|
$4.75 Million
2.32% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 16, 2024 Q2 2024 |
55,825
shares
|
$4.72 Million
1.91% of portfolio
|
Q2 2024
Added 27.62%
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
55,780
shares
|
$4.71 Million
1.94% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
54,400
shares
|
$4.6 Million
1.76% of portfolio
|
Q2 2024
Added 47.75%
|
|
Exeter Financial, LLC
|
Jul 12, 2024 Q2 2024 |
53,850
shares
|
$4.55 Million
2.03% of portfolio
|
Q2 2024
Added 1.0%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
53,229
shares
|
$4.5 Million
0.13% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
52,595
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 12, 2024 Q2 2024 |
52,452
shares
|
$4.43 Million
1.02% of portfolio
|
Q2 2024
Added 1.5%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
52,340
shares
|
$4.42 Million
0.31% of portfolio
|
Q2 2024
Added 2.97%
|
|
Joseph P. Lucia & Associates, LLC
|
Jul 24, 2024 Q2 2024 |
52,110
shares
|
$4.4 Million
2.41% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
52,053
shares
|
$4.4 Million
0.77% of portfolio
|
Q2 2024
Added 29.55%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
51,764
shares
|
$4.37 Million
0.11% of portfolio
|
Q2 2024
Added 0.24%
|