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 1,641 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $21 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Securian Asset Management, Inc
|
Apr 26, 2024 Q1 2024 |
527,000
shares
|
$40.8 Million
1.26% of portfolio
|
Q2 2023
Reduced 38.58%
|
|
Whelan Financial
|
Apr 19, 2024 Q1 2024 |
524,757
shares
|
$40.6 Million
19.32% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
Principle Wealth Partners LLC
|
Apr 23, 2024 Q1 2024 |
524,442
shares
|
$40.6 Million
3.48% of portfolio
|
Q1 2024
Added 12.72%
|
|
Spinnaker Investment Group, LLC
|
Apr 19, 2024 Q1 2024 |
518,384
shares
|
$40.1 Million
11.85% of portfolio
|
Q1 2024
Added 1.63%
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 10, 2024 Q1 2024 |
513,647
shares
|
$39.8 Million
10.79% of portfolio
|
Q1 2024
Added 2.71%
|
|
Scott Capital Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
511,249
shares
|
$39.6 Million
12.73% of portfolio
|
Q1 2024
Added 3.15%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
501,549
shares
|
$38.8 Million
0.51% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 01, 2024 Q1 2024 |
495,121
shares
|
$38.3 Million
20.58% of portfolio
|
Q1 2024
Added 2.27%
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
491,361
shares
|
$38 Million
4.17% of portfolio
|
Q1 2024
Added 5.24%
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
480,603
shares
|
$37.2 Million
8.29% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
480,558
shares
|
$37.2 Million
0.44% of portfolio
|
Q1 2024
Added 4.14%
|
|
True Link Financial Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
466,355
shares
|
$36.1 Million
3.61% of portfolio
|
Q1 2024
Added 10.34%
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 30, 2024 Q1 2024 |
463,347
shares
|
$35.9 Million
15.15% of portfolio
|
Q1 2024
Added 8.38%
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Apr 23, 2024 Q1 2024 |
460,593
shares
|
$35.7 Million
8.67% of portfolio
|
Q1 2024
Reduced 17.69%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
458,086
shares
|
$35.5 Million
3.84% of portfolio
|
Q1 2024
Added 7.19%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 13, 2024 Q1 2024 |
451,956
shares
|
$35 Million
12.03% of portfolio
|
Q1 2024
Added 7.44%
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
450,103
shares
|
$34.8 Million
8.49% of portfolio
|
Q2 2022
Added 213.5%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
444,372
shares
|
$34.4 Million
1.19% of portfolio
|
Q1 2024
Added 3.17%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 18, 2024 Q1 2024 |
438,363
shares
|
$33.9 Million
2.03% of portfolio
|
Q1 2024
Added 4.72%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
436,428
shares
|
$33.8 Million
0.41% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 17, 2024 Q1 2024 |
433,465
shares
|
$33.6 Million
28.57% of portfolio
|
Q1 2024
Added 234205.41%
|
|
Evergreen Advisors, LLC
|
May 03, 2024 Q1 2024 |
429,265
shares
|
$33.2 Million
10.57% of portfolio
|
Q1 2024
Added 1.86%
|
|
Sunburst Financial Group, LLC
|
Apr 15, 2024 Q1 2024 |
427,118
shares
|
$33.1 Million
10.14% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
420,995
shares
|
$32.6 Million
1.63% of portfolio
|
Q1 2024
Added 5.2%
|
|
Founders Financial Securities LLC
|
Apr 17, 2024 Q1 2024 |
417,466
shares
|
$32.3 Million
3.57% of portfolio
|
Q1 2024
Reduced 13.34%
|