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 |
---|---|---|---|---|---|
Mengis Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
28,538
shares
|
$2.41 Million
0.46% of portfolio
|
Q2 2024
Added 0.43%
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2024 Q2 2024 |
28,459
shares
|
$2.4 Million
2.28% of portfolio
|
Q2 2024
Added 2.91%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,305
shares
|
$2.39 Million
0.04% of portfolio
|
Q3 2022
Reduced 1.61%
|
|
Liberty One Investment Management, LLC
|
Jul 22, 2024 Q2 2024 |
28,285
shares
|
$2.39 Million
0.25% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
Genesee Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
28,119
shares
|
$2.38 Million
1.09% of portfolio
|
Q2 2024
Added 53.31%
|
|
Acas, LLC
|
Aug 12, 2024 Q2 2024 |
28,100
shares
|
$2.37 Million
2.02% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Clearview Wealth Advisors LLC
|
Jul 31, 2024 Q2 2024 |
27,832
shares
|
$2.35 Million
1.9% of portfolio
|
Q2 2024
Reduced 45.45%
|
|
Ria Advisory Group LLC
Ames, IA |
May 03, 2024 Q1 2024 |
27,662
shares
|
$2.34 Million
0.9% of portfolio
|
Q1 2024
Added 395.29%
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 11, 2024 Q2 2024 |
27,484
shares
|
$2.32 Million
0.54% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,325
shares
|
$2.31 Million
0.2% of portfolio
|
Q2 2023
Added 0.44%
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
26,945
shares
|
$2.28 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
26,710
shares
|
$2.26 Million
1.47% of portfolio
|
Q2 2024
Added 1.91%
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
26,700
shares
|
$2.26 Million
1.23% of portfolio
|
Q3 2023
New holding
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2024 Q2 2024 |
26,602
shares
|
$2.25 Million
0.95% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
26,571
shares
|
$2.24 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 15, 2024 Q2 2024 |
26,563
shares
|
$2.24 Million
1.13% of portfolio
|
Q2 2024
Added 1.94%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
26,559
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2024
Added 123.96%
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 12, 2024 Q2 2024 |
26,490
shares
|
$2.24 Million
1.93% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2024 Q2 2024 |
26,426
shares
|
$2.23 Million
1.27% of portfolio
|
Q2 2024
Added 0.33%
|
|
Townsend Asset Management Corp
|
Jul 25, 2024 Q2 2024 |
26,351
shares
|
$2.23 Million
0.8% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2024 Q2 2024 |
26,209
shares
|
$2.21 Million
0.66% of portfolio
|
Q2 2024
Reduced 27.99%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
26,140
shares
|
$2.21 Million
0.4% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 17, 2024 Q2 2024 |
26,028
shares
|
$2.2 Million
0.62% of portfolio
|
Q2 2024
Added 5.33%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
25,833
shares
|
$2.18 Million
0.1% of portfolio
|
Q2 2024
Reduced 15.43%
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 23, 2024 Q2 2024 |
25,721
shares
|
$2.17 Million
0.98% of portfolio
|
Q1 2024
Added 7.68%
|