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 |
---|---|---|---|---|---|
Gpm Growth Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
36,711
shares
|
$3.1 Million
1.27% of portfolio
|
Q2 2024
Reduced 11.29%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
36,699
shares
|
$3.1 Million
0.61% of portfolio
|
Q2 2024
Reduced 8.53%
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
36,574
shares
|
$3.09 Million
0.1% of portfolio
|
Q2 2024
Added 23.22%
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
36,552
shares
|
$3.09 Million
2.86% of portfolio
|
Q4 2022
Added 64.6%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
36,531
shares
|
$3.09 Million
0.32% of portfolio
|
Q2 2024
Added 27.63%
|
|
Moran Wealth Management, LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
36,507
shares
|
$3.08 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
36,407
shares
|
$3.08 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
36,324
shares
|
$3.07 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
36,111
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2024
Added 26.49%
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
36,011
shares
|
$3.04 Million
0.64% of portfolio
|
Q2 2024
Added 1.0%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
35,951
shares
|
$3.04 Million
0.03% of portfolio
|
Q2 2024
Reduced 16.12%
|
|
Chesapeake Wealth Management
|
Aug 13, 2024 Q2 2024 |
35,925
shares
|
$3.03 Million
1.02% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
35,893
shares
|
$3.03 Million
0.56% of portfolio
|
Q2 2024
Added 0.02%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
35,836
shares
|
$3.03 Million
0.7% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
35,828
shares
|
$3.03 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Steel Peak Wealth Management LLC
|
Jul 16, 2024 Q2 2024 |
35,791
shares
|
$3.02 Million
0.13% of portfolio
|
Q2 2024
Reduced 7.86%
|
|
Emerald Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
35,543
shares
|
$3 Million
0.42% of portfolio
|
Q2 2024
Added 9.57%
|
|
Barry Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
35,365
shares
|
$2.99 Million
0.94% of portfolio
|
Q2 2024
Added 30.74%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
35,330
shares
|
$2.98 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
Triton Wealth Management, Pllc
|
Aug 14, 2024 Q2 2024 |
35,327
shares
|
$2.98 Million
1.66% of portfolio
|
Q2 2024
Added 14.39%
|
|
Blb&B Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
35,306
shares
|
$2.98 Million
0.15% of portfolio
|
Q2 2024
Added 2.46%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
35,194
shares
|
$2.97 Million
0.12% of portfolio
|
Q2 2024
Added 6.76%
|
|
Madden Advisory Services, Inc.
|
Aug 07, 2024 Q2 2024 |
35,192
shares
|
$2.97 Million
1.39% of portfolio
|
Q2 2024
Added 2.37%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
34,615
shares
|
$2.92 Million
0.06% of portfolio
|
Q2 2024
Added 2.95%
|
|
Scott & Selber, Inc.
|
Jul 29, 2024 Q2 2024 |
34,564
shares
|
$2.92 Million
0.86% of portfolio
|
Q2 2024
Added 4.24%
|