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 |
---|---|---|---|---|---|
Cowa, LLC
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
39,428
shares
|
$3.33 Million
1.64% of portfolio
|
Q2 2024
Reduced 13.37%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 10, 2024 Q2 2024 |
39,313
shares
|
$3.32 Million
0.66% of portfolio
|
Q2 2024
Added 4.37%
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 06, 2024 Q2 2024 |
39,108
shares
|
$3.3 Million
1.91% of portfolio
|
Q2 2024
Added 0.98%
|
|
Roman Butler Fullerton & CO
|
Jul 15, 2024 Q2 2024 |
38,830
shares
|
$3.28 Million
1.02% of portfolio
|
Q2 2024
Added 13.02%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
38,742
shares
|
$3.27 Million
0.49% of portfolio
|
Q2 2024
Added 9.6%
|
|
Trust CO
|
Jul 15, 2024 Q2 2024 |
38,732
shares
|
$3.27 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,721
shares
|
$3.27 Million
1.82% of portfolio
|
Q2 2022
Added 3.53%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,672
shares
|
$3.27 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
38,654
shares
|
$3.27 Million
0.59% of portfolio
|
Q2 2024
Added 5.83%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
38,479
shares
|
$3.25 Million
0.03% of portfolio
|
Q2 2024
Added 0.79%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
38,456
shares
|
$3.25 Million
0.29% of portfolio
|
Q4 2022
Added 14.17%
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
38,429
shares
|
$3.25 Million
1.38% of portfolio
|
Q2 2024
Added 39.83%
|
|
Tpg Advisors LLC
Northfield, IL |
Aug 13, 2024 Q2 2024 |
38,426
shares
|
$3.25 Million
2.54% of portfolio
|
Q2 2024
New holding
|
|
Inscription Capital, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
38,377
shares
|
$3.24 Million
0.49% of portfolio
|
Q2 2024
Added 1.68%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
38,260
shares
|
$3.23 Million
0.27% of portfolio
|
Q2 2024
Added 13.23%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
38,089
shares
|
$3.22 Million
0.3% of portfolio
|
Q2 2024
Added 4.41%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
37,954
shares
|
$3.21 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
37,764
shares
|
$3.19 Million
1.58% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
Lynch & Associates
|
Aug 06, 2024 Q2 2024 |
37,669
shares
|
$3.18 Million
0.67% of portfolio
|
Q2 2024
Added 9.68%
|
|
Eagle Ridge Investment Management
|
Jul 24, 2024 Q2 2024 |
37,658
shares
|
$3.18 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
Uma Financial Services, Inc.
|
Jul 17, 2024 Q2 2024 |
37,527
shares
|
$3.17 Million
0.57% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
37,398
shares
|
$3.16 Million
0.46% of portfolio
|
Q2 2024
Added 19.13%
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
37,172
shares
|
$3.14 Million
0.34% of portfolio
|
Q2 2024
Added 54.31%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
36,999
shares
|
$3.13 Million
1.85% of portfolio
|
Q1 2023
Added 12.52%
|
|
Asset Allocation & Management Company, LLC
|
Jul 09, 2024 Q2 2024 |
36,806
shares
|
$3.11 Million
1.89% of portfolio
|
Q3 2023
Reduced 28.96%
|