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 |
---|---|---|---|---|---|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 22, 2024 Q2 2024 |
9,872
shares
|
$831,814
0.61% of portfolio
|
Q1 2024
Reduced 34.8%
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 07, 2024 Q2 2024 |
9,850
shares
|
$829,961
0.15% of portfolio
|
Q4 2022
Reduced 6.6%
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
9,841
shares
|
$829,202
0.69% of portfolio
|
Q2 2024
Reduced 11.77%
|
|
Landaas & CO
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
9,840
shares
|
$829,118
0.23% of portfolio
|
Q3 2023
New holding
|
|
Greenhouse Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
9,767
shares
|
$822,967
0.56% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
9,749
shares
|
$821,450
0.12% of portfolio
|
Q2 2024
Added 11.28%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
9,748
shares
|
$821,366
0.05% of portfolio
|
Q2 2024
Added 29.47%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
9,719
shares
|
$818,922
0.62% of portfolio
|
Q1 2024
Added 1.03%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
9,676
shares
|
$815,299
0.04% of portfolio
|
Q3 2023
Reduced 6.29%
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
9,656
shares
|
$813,614
0.1% of portfolio
|
Q2 2024
Added 21.87%
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
9,651
shares
|
$813,193
0.08% of portfolio
|
Q2 2024
Reduced 12.83%
|
|
Fusion Capital, LLC
|
Aug 06, 2024 Q2 2024 |
9,648
shares
|
$812,940
0.34% of portfolio
|
Q2 2024
Reduced 6.44%
|
|
Lowe Brockenbrough & CO Inc
|
Aug 12, 2024 Q2 2024 |
9,641
shares
|
$812,350
0.05% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
Kingfisher Capital LLC
|
Aug 14, 2024 Q2 2024 |
9,617
shares
|
$810,328
0.17% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
9,613
shares
|
$809,991
0.21% of portfolio
|
Q1 2024
Added 10.01%
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2024 Q2 2024 |
9,561
shares
|
$805,609
0.55% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Jul 29, 2024 Q2 2024 |
9,458
shares
|
$796,931
0.11% of portfolio
|
Q1 2024
Added 0.01%
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
9,439
shares
|
$795,330
0.3% of portfolio
|
Q2 2024
Added 5.24%
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
9,382
shares
|
$790,527
0.13% of portfolio
|
Q2 2024
Reduced 9.63%
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
9,382
shares
|
$790,527
0.05% of portfolio
|
Q2 2024
Reduced 9.63%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
9,338
shares
|
$786,819
0.02% of portfolio
|
Q2 2024
Added 2.19%
|
|
Miramar Capital, LLC
|
Aug 12, 2024 Q2 2024 |
9,315
shares
|
$784,881
0.18% of portfolio
|
Q2 2024
Reduced 14.07%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
9,303
shares
|
$783,870
0.0% of portfolio
|
Q2 2024
Reduced 24.28%
|
|
Patten & Patten Inc
|
Aug 13, 2024 Q2 2024 |
9,285
shares
|
$782,354
0.05% of portfolio
|
Q2 2024
Added 1.24%
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Aug 09, 2024 Q2 2024 |
9,272
shares
|
$781,258
0.47% of portfolio
|
Q1 2024
New holding
|