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 |
---|---|---|---|---|---|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,919
shares
|
$1 Million
0.0% of portfolio
|
Q2 2023
Added 23.17%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
11,899
shares
|
$1 Million
0.17% of portfolio
|
Q2 2024
Added 4.59%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,851
shares
|
$998,565
0.56% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
11,803
shares
|
$994,520
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,738
shares
|
$989,043
0.08% of portfolio
|
Q4 2022
Added 0.05%
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
11,694
shares
|
$985,336
0.75% of portfolio
|
Q2 2024
Added 4.58%
|
|
Madison Wealth Partners, Inc
|
Aug 09, 2024 Q2 2024 |
11,630
shares
|
$979,943
0.32% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
Prospect Financial Services LLC
Melville, NY |
Jul 15, 2024 Q2 2024 |
11,622
shares
|
$979,269
0.7% of portfolio
|
Q2 2024
Added 28.53%
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
11,611
shares
|
$978,342
0.34% of portfolio
|
Q2 2024
Added 117.56%
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
11,590
shares
|
$976,573
0.1% of portfolio
|
Q2 2024
Added 1.71%
|
|
Morling Financial Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
11,590
shares
|
$976,573
0.4% of portfolio
|
Q3 2023
Reduced 2.25%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
11,590
shares
|
$976,573
0.05% of portfolio
|
Q2 2024
Added 37.29%
|
|
Meridian Management CO
|
Aug 08, 2024 Q2 2024 |
11,561
shares
|
$974,129
0.25% of portfolio
|
Q2 2024
Added 1.46%
|
|
Cottage Street Advisors LLC
|
Jul 23, 2024 Q2 2024 |
11,538
shares
|
$972,191
0.53% of portfolio
|
Q2 2024
Added 5.09%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
11,506
shares
|
$969,495
0.6% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
11,494
shares
|
$968,484
0.11% of portfolio
|
Q2 2024
Added 0.62%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
11,490
shares
|
$968,147
0.16% of portfolio
|
Q2 2024
Reduced 30.84%
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
11,475
shares
|
$966,883
0.5% of portfolio
|
Q1 2024
New holding
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
11,364
shares
|
$957,530
0.13% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Sws Partners
|
Jul 17, 2024 Q2 2024 |
11,353
shares
|
$956,603
0.27% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,315
shares
|
$953,401
0.02% of portfolio
|
Q4 2022
Added 55.0%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
11,303
shares
|
$952,390
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ccg Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
11,291
shares
|
$951,379
0.49% of portfolio
|
Q2 2024
Reduced 23.33%
|
|
Napatree Capital LLC
Westerly, RI |
Aug 13, 2024 Q2 2024 |
11,262
shares
|
$948,936
0.71% of portfolio
|
Q2 2024
Reduced 8.03%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
11,235
shares
|
$946,661
0.02% of portfolio
|
Q2 2024
Reduced 4.26%
|