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 |
---|---|---|---|---|---|
Montis Financial, LLC
|
Aug 07, 2024 Q2 2024 |
31,329
shares
|
$2.65 Million
1.12% of portfolio
|
Q2 2024
Added 67.78%
|
|
Welch & Forbes LLC
|
Aug 01, 2024 Q2 2024 |
31,170
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2024
Added 1.34%
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
31,150
shares
|
$2.63 Million
0.32% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
Advisors Management Group Inc
|
Jul 31, 2024 Q2 2024 |
31,119
shares
|
$2.63 Million
0.6% of portfolio
|
Q2 2024
Added 2.29%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
30,987
shares
|
$2.62 Million
0.16% of portfolio
|
Q2 2024
Reduced 15.31%
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 12, 2024 Q2 2024 |
30,810
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
Bangor Savings Bank
Bangor, ME |
Jul 15, 2024 Q2 2024 |
30,678
shares
|
$2.59 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,513
shares
|
$2.58 Million
0.94% of portfolio
|
Q3 2023
Added 54.53%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
30,375
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 30.6%
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
30,344
shares
|
$2.56 Million
0.78% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
30,101
shares
|
$2.54 Million
0.12% of portfolio
|
Q2 2024
Added 4.86%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
29,967
shares
|
$2.53 Million
0.12% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
29,885
shares
|
$2.52 Million
1.17% of portfolio
|
Q2 2024
Added 11.64%
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 18, 2024 Q2 2024 |
29,873
shares
|
$2.52 Million
1.88% of portfolio
|
Q2 2024
Added 0.02%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 08, 2024 Q2 2024 |
29,823
shares
|
$2.52 Million
0.35% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2024 Q2 2024 |
29,728
shares
|
$2.51 Million
0.12% of portfolio
|
Q2 2024
Added 1.07%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,564
shares
|
$2.5 Million
0.17% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
29,454
shares
|
$2.49 Million
0.26% of portfolio
|
Q2 2024
Added 1.68%
|
|
Aprio Wealth Management, LLC
|
Jul 10, 2024 Q2 2024 |
29,367
shares
|
$2.48 Million
0.44% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
Opus Investment Management Inc
|
Aug 13, 2024 Q2 2024 |
29,288
shares
|
$2.47 Million
1.47% of portfolio
|
Q2 2024
Added 6.45%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
29,155
shares
|
$2.46 Million
0.49% of portfolio
|
Q2 2024
Added 48.8%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
29,112
shares
|
$2.46 Million
0.25% of portfolio
|
Q2 2024
Added 7.6%
|
|
Collective Family Office LLC
|
Jul 05, 2024 Q2 2024 |
29,018
shares
|
$2.45 Million
0.67% of portfolio
|
Q2 2024
Added 2.56%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
28,884
shares
|
$2.44 Million
0.34% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
28,756
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2023
Added 1.77%
|