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 |
---|---|---|---|---|---|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
42,870
shares
|
$3.62 Million
0.09% of portfolio
|
Q2 2024
Added 0.37%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
42,630
shares
|
$3.6 Million
2.47% of portfolio
|
Q2 2022
Added 2.3%
|
|
Wbh Advisory Inc
|
Jul 11, 2024 Q2 2024 |
42,281
shares
|
$3.57 Million
0.34% of portfolio
|
Q2 2024
Added 12.01%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
42,251
shares
|
$3.57 Million
0.01% of portfolio
|
Q2 2024
Added 3.94%
|
|
White Lighthouse Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
42,212
shares
|
$3.57 Million
0.63% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
42,155
shares
|
$3.56 Million
0.17% of portfolio
|
Q2 2024
Added 1290.8%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
42,151
shares
|
$3.56 Million
0.08% of portfolio
|
Q2 2024
Reduced 21.48%
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 25, 2024 Q2 2024 |
42,133
shares
|
$3.56 Million
0.71% of portfolio
|
Q2 2024
Added 2.53%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 26, 2024 Q2 2024 |
41,885
shares
|
$3.54 Million
2.14% of portfolio
|
Q2 2024
Added 3.7%
|
|
Gradient Capital Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
41,763
shares
|
$3.53 Million
1.17% of portfolio
|
Q2 2024
Added 5.59%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
41,670
shares
|
$3.52 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Nikulski Financial, Inc.
|
Jul 30, 2024 Q2 2024 |
41,470
shares
|
$3.5 Million
1.03% of portfolio
|
Q2 2024
Added 1.72%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
41,441
shares
|
$3.5 Million
0.35% of portfolio
|
Q2 2024
Reduced 32.79%
|
|
Financial Designs Corp
Claremont, CA |
Jul 15, 2024 Q2 2024 |
41,243
shares
|
$3.48 Million
2.2% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Lpf Advisors LLC
Sarasota, FL |
Jul 12, 2024 Q2 2024 |
40,924
shares
|
$3.46 Million
2.93% of portfolio
|
Q2 2024
Added 0.57%
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 18, 2024 Q2 2024 |
40,790
shares
|
$3.45 Million
2.15% of portfolio
|
Q2 2024
Added 21.36%
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
40,778
shares
|
$3.44 Million
0.2% of portfolio
|
Q2 2024
Reduced 26.45%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
40,733
shares
|
$3.44 Million
0.08% of portfolio
|
Q2 2024
Reduced 16.15%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
40,676
shares
|
$3.44 Million
0.9% of portfolio
|
Q2 2024
Added 48.95%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,667
shares
|
$3.44 Million
0.04% of portfolio
|
Q2 2024
Added 5.24%
|
|
Hamel Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
40,447
shares
|
$3.42 Million
1.0% of portfolio
|
Q2 2024
Added 9.18%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
40,042
shares
|
$3.38 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Lvm Capital Management LTD
|
Jul 16, 2024 Q2 2024 |
39,993
shares
|
$3.38 Million
0.35% of portfolio
|
Q2 2024
Added 1.96%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
39,695
shares
|
$3.35 Million
0.22% of portfolio
|
Q2 2024
Reduced 51.09%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
39,508
shares
|
$3.34 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.09%
|