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 |
---|---|---|---|---|---|
Boyd Watterson Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
25,416
shares
|
$2.15 Million
0.58% of portfolio
|
Q1 2024
Added 12.81%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
25,278
shares
|
$2.14 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.17%
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
25,183
shares
|
$2.13 Million
2.06% of portfolio
|
Q2 2024
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
25,163
shares
|
$2.13 Million
0.14% of portfolio
|
Q2 2024
Reduced 54.38%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
25,142
shares
|
$2.12 Million
0.06% of portfolio
|
Q2 2024
Added 40.26%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
24,846
shares
|
$2.1 Million
1.01% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
Myecfo, LLC
La Jolla, CA |
Jul 08, 2024 Q2 2024 |
24,766
shares
|
$2.09 Million
1.11% of portfolio
|
Q2 2024
Added 5.56%
|
|
Aurora Private Wealth, Inc.
|
Jul 17, 2024 Q2 2024 |
24,633
shares
|
$2.08 Million
1.68% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 19, 2024 Q2 2024 |
24,629
shares
|
$2.08 Million
1.47% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 23, 2024 Q2 2024 |
24,550
shares
|
$2.07 Million
1.6% of portfolio
|
Q2 2024
Added 6.68%
|
|
Liberty Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
24,468
shares
|
$2.07 Million
0.45% of portfolio
|
Q2 2024
Added 2.88%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
24,294
shares
|
$2.05 Million
0.13% of portfolio
|
Q2 2024
Added 730.56%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
24,253
shares
|
$2.05 Million
0.89% of portfolio
|
Q2 2024
Added 17.73%
|
|
Janney Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
24,247
shares
|
$2.05 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
Private Advisory Group LLC
Redmond, WA |
Jul 23, 2024 Q2 2024 |
24,212
shares
|
$2.05 Million
0.25% of portfolio
|
Q2 2024
Reduced 29.96%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
24,147
shares
|
$2.04 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
24,081
shares
|
$2.03 Million
0.06% of portfolio
|
Q2 2024
Added 5.7%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
23,774
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2024
Added 25.09%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
23,713
shares
|
$2 Million
0.0% of portfolio
|
Q2 2024
Added 13.3%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
23,566
shares
|
$1.99 Million
0.08% of portfolio
|
Q2 2024
Added 4.62%
|
|
Planning Alternatives LTD
|
Jul 25, 2024 Q2 2024 |
23,301
shares
|
$1.97 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Investment Advisory Group, LLC
|
Jul 31, 2024 Q2 2024 |
23,167
shares
|
$1.96 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 19, 2024 Q2 2024 |
23,163
shares
|
$1.96 Million
1.34% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,070
shares
|
$1.95 Million
0.05% of portfolio
|
Q4 2023
Reduced 16.72%
|
|
West Oak Capital, LLC
|
Jul 24, 2024 Q2 2024 |
23,015
shares
|
$1.94 Million
1.0% of portfolio
|
Q2 2024
Added 1.3%
|