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 |
---|---|---|---|---|---|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
34,518
shares
|
$2.92 Million
0.12% of portfolio
|
Q2 2024
Added 18.95%
|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
34,401
shares
|
$2.91 Million
2.17% of portfolio
|
Q2 2024
Reduced 17.56%
|
|
Citizens & Northern Corp
|
Jul 30, 2024 Q2 2024 |
34,175
shares
|
$2.89 Million
0.84% of portfolio
|
Q2 2024
New holding
|
|
Ellenbecker Investment Group
|
Jul 11, 2024 Q2 2024 |
34,149
shares
|
$2.88 Million
0.54% of portfolio
|
Q2 2024
Added 14.85%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
33,827
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2024
Added 703.68%
|
|
Camden National Bank
Camden, ME |
Aug 13, 2024 Q2 2024 |
33,696
shares
|
$2.85 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
33,596
shares
|
$2.84 Million
1.13% of portfolio
|
Q1 2024
Reduced 24.23%
|
|
Pillar Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
33,430
shares
|
$2.82 Million
3.85% of portfolio
|
Q2 2024
Reduced 16.63%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
33,428
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2024
Reduced 10.68%
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
33,357
shares
|
$2.82 Million
1.64% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2024 Q2 2024 |
33,345
shares
|
$2.82 Million
0.62% of portfolio
|
Q1 2024
Added 0.26%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
33,159
shares
|
$2.8 Million
0.11% of portfolio
|
Q2 2024
Added 1.19%
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
33,010
shares
|
$2.79 Million
2.2% of portfolio
|
Q2 2024
Added 0.92%
|
|
Capital Square, LLC
|
Aug 01, 2024 Q2 2024 |
32,968
shares
|
$2.79 Million
1.73% of portfolio
|
Q2 2024
Added 2.29%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
32,912
shares
|
$2.78 Million
0.94% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Aug 13, 2024 Q2 2024 |
32,797
shares
|
$2.77 Million
1.12% of portfolio
|
Q2 2024
Added 0.26%
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
32,556
shares
|
$2.75 Million
0.33% of portfolio
|
Q1 2024
Added 1.2%
|
|
Glassy Mountain Advisors, Inc.
|
Jul 31, 2024 Q2 2024 |
32,505
shares
|
$2.75 Million
0.94% of portfolio
|
Q2 2024
Added 0.04%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
32,170
shares
|
$2.72 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
32,137
shares
|
$2.71 Million
0.07% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
32,018
shares
|
$2.7 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
Peoples Bank
|
Jul 22, 2024 Q2 2024 |
31,907
shares
|
$2.7 Million
1.29% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
31,704
shares
|
$2.68 Million
0.93% of portfolio
|
Q2 2024
Added 1.61%
|
|
Consolidated Planning Corp
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
31,678
shares
|
$2.68 Million
0.45% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
31,579
shares
|
$2.67 Million
0.57% of portfolio
|
Q2 2024
Reduced 3.75%
|