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 |
---|---|---|---|---|---|
Bka Wealth Consulting, Inc.
|
Aug 06, 2024 Q2 2024 |
11,222
shares
|
$945,565
1.05% of portfolio
|
Q2 2024
Added 7.15%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
11,215
shares
|
$944,975
0.0% of portfolio
|
Q2 2024
Reduced 15.53%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
11,137
shares
|
$938,403
0.13% of portfolio
|
Q2 2024
Reduced 23.31%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
11,084
shares
|
$933,937
0.02% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Jul 18, 2024 Q2 2024 |
11,057
shares
|
$931,662
0.32% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
11,056
shares
|
$931,578
0.02% of portfolio
|
Q2 2024
Added 6.91%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
10,951
shares
|
$922,731
0.23% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
Adams Wealth Management
|
Jul 16, 2024 Q2 2024 |
10,931
shares
|
$921,046
0.21% of portfolio
|
Q2 2024
Reduced 21.21%
|
|
Cache Tech Inc.
Logan, UT |
Aug 01, 2024 Q2 2024 |
10,931
shares
|
$921,046
0.2% of portfolio
|
Q2 2024
New holding
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
10,876
shares
|
$916,411
0.16% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
10,845
shares
|
$913,799
0.15% of portfolio
|
Q2 2024
Added 14.47%
|
|
Barnett & Company, Inc.
|
Aug 12, 2024 Q2 2024 |
10,760
shares
|
$906,637
0.61% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
10,758
shares
|
$906,469
0.11% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
10,757
shares
|
$906,384
0.15% of portfolio
|
Q2 2024
Reduced 89.27%
|
|
Sage Financial Group Inc
|
Aug 02, 2024 Q2 2024 |
10,716
shares
|
$902,930
0.07% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
10,709
shares
|
$902,340
0.34% of portfolio
|
Q2 2024
Added 1.61%
|
|
Gray Wealth Management Inc.
Bangor, ME |
Aug 09, 2024 Q2 2024 |
10,689
shares
|
$900,655
0.36% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
Darrow Company, Inc.
|
Jul 23, 2024 Q2 2024 |
10,671
shares
|
$899,138
0.54% of portfolio
|
Q2 2024
Added 0.01%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
10,570
shares
|
$890,628
0.18% of portfolio
|
Q2 2024
Added 3.1%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
10,555
shares
|
$889,364
0.05% of portfolio
|
Q2 2024
Reduced 85.92%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,554
shares
|
$889,280
0.03% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
10,518
shares
|
$886,246
0.24% of portfolio
|
Q2 2024
Added 2.72%
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,508
shares
|
$885,404
0.46% of portfolio
|
Q4 2023
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
10,484
shares
|
$883,381
0.07% of portfolio
|
Q2 2024
Added 2.99%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,386
shares
|
$875,124
0.12% of portfolio
|
Q2 2023
Reduced 6.68%
|