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 |
---|---|---|---|---|---|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
23,015
shares
|
$1.94 Million
0.49% of portfolio
|
Q2 2024
Added 32.95%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
22,977
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2024
Added 0.18%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jul 18, 2024 Q2 2024 |
22,969
shares
|
$1.94 Million
1.28% of portfolio
|
Q2 2024
Added 5.63%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
22,937
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Mitchell Sinkler & Starr
|
Aug 07, 2024 Q2 2024 |
22,920
shares
|
$1.94 Million
0.46% of portfolio
|
Q2 2024
Reduced 4.56%
|
|
Teamwork Financial Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
22,817
shares
|
$1.93 Million
0.26% of portfolio
|
Q2 2024
Reduced 71.6%
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
22,765
shares
|
$1.92 Million
0.52% of portfolio
|
Q2 2024
Reduced 18.61%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
22,640
shares
|
$1.91 Million
0.18% of portfolio
|
Q2 2024
Added 0.33%
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jul 19, 2024 Q2 2024 |
22,524
shares
|
$1.9 Million
0.42% of portfolio
|
Q2 2024
Added 7.49%
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 05, 2024 Q2 2024 |
22,431
shares
|
$1.89 Million
1.43% of portfolio
|
Q2 2024
Added 12.8%
|
|
Wedmont Private Capital
|
Jul 15, 2024 Q2 2024 |
22,293
shares
|
$1.88 Million
0.11% of portfolio
|
Q2 2024
Added 20.82%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 02, 2024 Q2 2024 |
22,274
shares
|
$1.88 Million
0.71% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
22,208
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
Iron Financial, LLC
|
Jul 29, 2024 Q2 2024 |
22,152
shares
|
$1.87 Million
0.97% of portfolio
|
Q1 2024
Added 2.19%
|
|
Crew Capital Management, Ltd.
|
Jul 26, 2024 Q2 2024 |
22,028
shares
|
$1.86 Million
1.38% of portfolio
|
Q2 2024
Reduced 22.41%
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Jul 31, 2024 Q2 2024 |
21,994
shares
|
$1.86 Million
0.68% of portfolio
|
Q2 2024
Added 9.22%
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
21,970
shares
|
$1.86 Million
0.36% of portfolio
|
Q2 2024
Added 65.99%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
21,959
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.5%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
21,897
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2024
Added 0.91%
|
|
Cutter & CO Brokerage, Inc.
|
Jul 31, 2024 Q2 2024 |
21,848
shares
|
$1.85 Million
0.45% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
21,746
shares
|
$1.84 Million
0.06% of portfolio
|
Q2 2024
Reduced 9.75%
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Jul 19, 2024 Q2 2024 |
21,739
shares
|
$1.84 Million
1.24% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 09, 2024 Q2 2024 |
21,725
shares
|
$1.84 Million
0.3% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
21,659
shares
|
$1.83 Million
0.12% of portfolio
|
Q2 2024
Reduced 78.18%
|
|
Embree Financial Group
Chicago, IL |
Aug 01, 2024 Q2 2024 |
21,294
shares
|
$1.8 Million
0.32% of portfolio
|
Q2 2024
Added 1.91%
|