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 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
14,453
shares
|
$1.22 Million
0.84% of portfolio
|
Q2 2024
Reduced 11.96%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
14,402
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2024
Reduced 19.46%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
14,401
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2024
Added 1.33%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,156
shares
|
$1.19 Million
0.12% of portfolio
|
Q4 2023
Added 1.03%
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 23, 2024 Q2 2024 |
14,110
shares
|
$1.19 Million
0.71% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
West Michigan Advisors, LLC
Holland, MI |
Aug 05, 2024 Q2 2024 |
14,072
shares
|
$1.19 Million
0.37% of portfolio
|
Q2 2024
Added 24.32%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2024 Q2 2024 |
14,037
shares
|
$1.18 Million
0.27% of portfolio
|
Q1 2024
Added 0.06%
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 16, 2024 Q2 2024 |
13,973
shares
|
$1.18 Million
0.63% of portfolio
|
Q1 2024
Added 0.04%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
13,950
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 15, 2024 Q2 2024 |
13,917
shares
|
$1.17 Million
0.79% of portfolio
|
Q2 2024
Added 2.61%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
13,900
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
13,846
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
Gries Financial LLC
Cleveland, OH |
Aug 02, 2024 Q2 2024 |
13,767
shares
|
$1.16 Million
0.25% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
13,721
shares
|
$1.16 Million
0.73% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Rhs Financial, LLC
|
Jul 16, 2024 Q2 2024 |
13,684
shares
|
$1.15 Million
0.67% of portfolio
|
Q2 2024
Reduced 45.97%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
13,660
shares
|
$1.15 Million
0.28% of portfolio
|
Q1 2024
Added 12.2%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
13,492
shares
|
$1.14 Million
0.86% of portfolio
|
Q2 2024
Added 3.24%
|
|
Astoria Portfolio Advisors Llc.
|
Jul 09, 2024 Q2 2024 |
13,364
shares
|
$1.13 Million
0.38% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Jmg Financial Group, Ltd.
|
Jul 30, 2024 Q2 2024 |
13,334
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2024
Reduced 18.47%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
13,318
shares
|
$1.12 Million
0.23% of portfolio
|
Q2 2024
Added 2.87%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Aug 05, 2024 Q2 2024 |
13,192
shares
|
$1.11 Million
0.52% of portfolio
|
Q2 2024
Added 13.75%
|
|
Hilltop National Bank
Casper, WY |
Jul 09, 2024 Q2 2024 |
13,176
shares
|
$1.11 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2024 Q2 2024 |
13,037
shares
|
$1.1 Million
0.75% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Great Diamond Partners, LLC
|
Jul 29, 2024 Q2 2024 |
13,036
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
Mas Advisors LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
13,035
shares
|
$1.1 Million
2.42% of portfolio
|
Q1 2024
Added 2.23%
|