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 |
---|---|---|---|---|---|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
51,490
shares
|
$4.35 Million
0.95% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Olio Financial Planning
|
Jul 12, 2024 Q2 2024 |
51,453
shares
|
$4.35 Million
1.6% of portfolio
|
Q4 2023
Added 3.56%
|
|
Northwest Investment Counselors, LLC
|
Jul 15, 2024 Q2 2024 |
51,381
shares
|
$4.34 Million
1.05% of portfolio
|
Q2 2024
Added 0.36%
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
51,222
shares
|
$4.33 Million
0.01% of portfolio
|
Q2 2024
Added 16.73%
|
|
Cutler Investment Counsel LLC
|
Jul 30, 2024 Q2 2024 |
51,132
shares
|
$4.32 Million
0.54% of portfolio
|
Q2 2024
Added 0.92%
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 13, 2024 Q2 2024 |
51,042
shares
|
$4.31 Million
2.71% of portfolio
|
Q2 2024
Added 23.68%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
50,874
shares
|
$4.3 Million
0.21% of portfolio
|
Q2 2024
Added 0.08%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
50,871
shares
|
$4.3 Million
0.2% of portfolio
|
Q2 2024
Added 0.34%
|
|
Paladin Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
50,627
shares
|
$4.28 Million
3.09% of portfolio
|
Q2 2024
Added 0.18%
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 10, 2024 Q2 2024 |
50,578
shares
|
$4.27 Million
3.93% of portfolio
|
Q2 2024
New holding
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,364
shares
|
$4.25 Million
0.98% of portfolio
|
Q1 2024
Added 10.56%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
50,229
shares
|
$4.24 Million
2.36% of portfolio
|
Q2 2024
Reduced 38.13%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
50,142
shares
|
$4.24 Million
0.31% of portfolio
|
Q2 2024
Added 1.26%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
50,103
shares
|
$4.23 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
50,044
shares
|
$4.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
49,645
shares
|
$4.19 Million
3.16% of portfolio
|
Q2 2024
Reduced 8.46%
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Aug 12, 2024 Q2 2024 |
49,554
shares
|
$4.19 Million
2.28% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Northstar Group, Inc.
|
Jul 17, 2024 Q2 2024 |
49,168
shares
|
$4.15 Million
0.73% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
Game Plan Financial Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
49,063
shares
|
$4.14 Million
2.22% of portfolio
|
Q2 2024
Added 6.25%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 20, 2024 Q2 2024 |
48,942
shares
|
$4.13 Million
1.36% of portfolio
|
Q2 2024
Added 3.64%
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
48,849
shares
|
$4.13 Million
0.57% of portfolio
|
Q2 2024
Added 8.22%
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
48,810
shares
|
$4.12 Million
1.43% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2024 Q2 2024 |
48,449
shares
|
$4.09 Million
4.37% of portfolio
|
Q2 2024
Added 8.99%
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
48,248
shares
|
$4.08 Million
0.29% of portfolio
|
Q2 2024
Reduced 19.16%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
48,195
shares
|
$4.07 Million
1.68% of portfolio
|
Q2 2024
Added 12.97%
|