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 |
---|---|---|---|---|---|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
18,745
shares
|
$1.58 Million
0.44% of portfolio
|
Q4 2022
Added 2.74%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
18,730
shares
|
$1.58 Million
0.3% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
18,720
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2024
Added 1.69%
|
|
Wulff, Hansen & Co.
|
Aug 14, 2024 Q2 2024 |
18,717
shares
|
$1.58 Million
1.54% of portfolio
|
Q2 2024
Reduced 98.71%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
18,547
shares
|
$1.57 Million
0.16% of portfolio
|
Q2 2024
Added 5.38%
|
|
Outfitter Financial LLC
|
Jul 30, 2024 Q2 2024 |
18,465
shares
|
$1.56 Million
1.2% of portfolio
|
Q2 2024
Added 6.43%
|
|
Latitude Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
18,366
shares
|
$1.55 Million
1.01% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
18,354
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2024
Added 4.35%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
18,339
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2024
Added 15.04%
|
|
Bfsg, LLC
|
Jul 29, 2024 Q2 2024 |
18,261
shares
|
$1.54 Million
0.18% of portfolio
|
Q2 2024
Added 501.68%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
18,200
shares
|
$1.54 Million
0.73% of portfolio
|
Q1 2024
Added 3.57%
|
|
Pacific Wealth Strategies Group, Inc.
|
Jul 22, 2024 Q2 2024 |
18,134
shares
|
$1.53 Million
1.17% of portfolio
|
Q2 2024
Added 0.98%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jul 31, 2024 Q2 2024 |
18,077
shares
|
$1.53 Million
1.09% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
Wt Wealth Management
|
Feb 08, 2024 Q4 2023 |
18,030
shares
|
$1.52 Million
0.57% of portfolio
|
Q4 2023
Added 0.28%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
18,015
shares
|
$1.52 Million
0.13% of portfolio
|
Q2 2024
Added 15.36%
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Jul 29, 2024 Q2 2024 |
17,987
shares
|
$1.52 Million
0.31% of portfolio
|
Q2 2024
Reduced 96.09%
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jul 26, 2024 Q2 2024 |
17,965
shares
|
$1.52 Million
0.93% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
17,908
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2024
Added 3.12%
|
|
Davidson Trust CO
|
Jul 31, 2024 Q2 2024 |
17,897
shares
|
$1.51 Million
0.97% of portfolio
|
Q2 2024
Reduced 21.67%
|
|
Signet Investment Advisory Group, Inc.
|
Jul 19, 2024 Q2 2024 |
17,888
shares
|
$1.51 Million
0.75% of portfolio
|
Q2 2024
Added 8.05%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
17,762
shares
|
$1.5 Million
0.74% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 17, 2024 Q2 2024 |
17,610
shares
|
$1.49 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
Bnc Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
17,588
shares
|
$1.49 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Strategic Advocates LLC
Logan, UT |
Jul 11, 2024 Q2 2024 |
17,508
shares
|
$1.48 Million
0.54% of portfolio
|
Q2 2024
Reduced 42.58%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
17,486
shares
|
$1.48 Million
0.2% of portfolio
|
Q2 2024
Added 3.58%
|