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 |
---|---|---|---|---|---|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
21,274
shares
|
$1.8 Million
0.81% of portfolio
|
Q2 2024
Added 29.26%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
21,218
shares
|
$1.79 Million
0.35% of portfolio
|
Q2 2024
Added 11.22%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
21,199
shares
|
$1.79 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
21,173
shares
|
$1.79 Million
0.08% of portfolio
|
Q2 2024
Reduced 46.73%
|
|
West Bancorporation Inc
|
Jul 26, 2024 Q2 2024 |
20,928
shares
|
$1.77 Million
1.25% of portfolio
|
Q2 2024
Reduced 8.53%
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,884
shares
|
$1.76 Million
0.47% of portfolio
|
Q4 2022
Added 3.47%
|
|
Life Steps Financial, Inc.
|
Jul 17, 2024 Q2 2024 |
20,846
shares
|
$1.76 Million
1.34% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
20,692
shares
|
$1.75 Million
0.64% of portfolio
|
Q2 2024
Added 2.1%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
20,370
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.54%
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
20,227
shares
|
$1.71 Million
0.25% of portfolio
|
Q2 2024
Reduced 54.99%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,894
shares
|
$1.68 Million
0.38% of portfolio
|
Q4 2022
Added 6.57%
|
|
Stewardship Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
19,708
shares
|
$1.66 Million
0.52% of portfolio
|
Q2 2024
Reduced 51.55%
|
|
Capital Market Strategies LLC
|
Jul 01, 2024 Q2 2024 |
19,675
shares
|
$1.66 Million
1.0% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Modus Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
19,653
shares
|
$1.66 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
19,491
shares
|
$1.65 Million
0.42% of portfolio
|
Q2 2024
Added 0.1%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
19,353
shares
|
$1.63 Million
0.11% of portfolio
|
Q2 2024
Added 42.93%
|
|
Wills Financial Group, Inc.
|
Aug 14, 2024 Q2 2024 |
19,305
shares
|
$1.63 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Maple Capital Management, Inc.
|
Jul 30, 2024 Q2 2024 |
19,283
shares
|
$1.63 Million
0.12% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
19,210
shares
|
$1.62 Million
0.11% of portfolio
|
Q2 2024
Reduced 93.42%
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Jul 15, 2024 Q2 2024 |
19,122
shares
|
$1.62 Million
1.7% of portfolio
|
Q2 2024
Added 25.05%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
19,053
shares
|
$1.61 Million
0.13% of portfolio
|
Q2 2024
Added 14.01%
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 15, 2024 Q2 2024 |
19,046
shares
|
$1.61 Million
0.63% of portfolio
|
Q2 2024
Added 1.11%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
18,875
shares
|
$1.59 Million
0.13% of portfolio
|
Q2 2024
Added 157.54%
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
18,825
shares
|
$1.59 Million
1.36% of portfolio
|
Q2 2024
New holding
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
18,799
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2024
Reduced 79.53%
|