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 |
---|---|---|---|---|---|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
8,644
shares
|
$728,343
0.18% of portfolio
|
Q2 2024
Added 1.1%
|
|
Moser Wealth Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
8,593
shares
|
$724,046
0.37% of portfolio
|
Q2 2024
Added 5.85%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
8,589
shares
|
$723,709
0.04% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 19, 2024 Q2 2024 |
8,575
shares
|
$722,529
0.23% of portfolio
|
Q2 2024
Added 14.73%
|
|
First Financial Corp
|
Jul 11, 2024 Q2 2024 |
8,495
shares
|
$715,788
0.34% of portfolio
|
Q2 2024
Reduced 9.07%
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Aug 02, 2024 Q2 2024 |
8,484
shares
|
$714,861
0.48% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
8,458
shares
|
$712,671
0.05% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 22, 2024 Q2 2024 |
8,420
shares
|
$709,469
0.72% of portfolio
|
Q2 2024
Added 3.63%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
8,365
shares
|
$704,834
0.01% of portfolio
|
Q2 2024
Reduced 32.11%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
8,346
shares
|
$703,233
0.16% of portfolio
|
Q4 2023
Added 0.35%
|
|
Veriti Management LLC
|
Aug 02, 2024 Q2 2024 |
8,328
shares
|
$701,717
0.04% of portfolio
|
Q2 2024
New holding
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
8,315
shares
|
$700,621
0.08% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
8,315
shares
|
$700,621
0.01% of portfolio
|
Q2 2024
Added 0.22%
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
8,294
shares
|
$698,852
0.02% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
8,233
shares
|
$693,712
0.04% of portfolio
|
Q1 2024
Added 0.89%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 08, 2024 Q2 2024 |
8,156
shares
|
$687,224
0.57% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Keeler T Homas Management LLC
|
Jul 23, 2024 Q2 2024 |
8,096
shares
|
$682,168
0.22% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 17, 2024 Q2 2024 |
7,976
shares
|
$672,057
0.24% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 24, 2024 Q2 2024 |
7,962
shares
|
$670,878
0.3% of portfolio
|
Q2 2024
Added 42.94%
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
7,960
shares
|
$670,709
0.65% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
Fulcrum Capital LLC
|
Jul 22, 2024 Q2 2024 |
7,925
shares
|
$667,760
0.14% of portfolio
|
Q3 2023
Reduced 23.61%
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
7,912
shares
|
$666,665
0.29% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,872
shares
|
$663,294
0.01% of portfolio
|
Q4 2023
Reduced 7.94%
|
|
Valicenti Advisory Services Inc
|
Jul 23, 2024 Q2 2024 |
7,860
shares
|
$662,283
0.16% of portfolio
|
Q2 2024
Reduced 26.23%
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 10, 2024 Q2 2024 |
7,859
shares
|
$662,199
0.46% of portfolio
|
Q1 2024
Reduced 0.71%
|