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 |
---|---|---|---|---|---|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
3,154
shares
|
$265,756
0.02% of portfolio
|
Q2 2023
Added 0.93%
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
3,145
shares
|
$264,997
0.06% of portfolio
|
Q2 2024
Added 41.6%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
3,144
shares
|
$264,913
0.12% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 23, 2024 Q2 2024 |
3,133
shares
|
$263,986
0.03% of portfolio
|
Q2 2024
Added 3.47%
|
|
Cnb Bank
Clearfield, PA |
Aug 08, 2024 Q2 2024 |
3,128
shares
|
$263,565
0.12% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
3,122
shares
|
$263,059
0.0% of portfolio
|
Q2 2024
Added 16.19%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,113
shares
|
$262,301
0.15% of portfolio
|
Q1 2022
Added 0.42%
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
3,108
shares
|
$261,880
0.04% of portfolio
|
Q2 2024
Added 8.98%
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
3,096
shares
|
$260,868
0.08% of portfolio
|
Q1 2024
Added 0.78%
|
|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
3,088
shares
|
$260,194
0.02% of portfolio
|
Q2 2024
Added 3.49%
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
3,063
shares
|
$258,088
0.06% of portfolio
|
Q1 2024
Added 0.46%
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Aug 01, 2024 Q2 2024 |
3,059
shares
|
$257,751
0.14% of portfolio
|
Q3 2023
Reduced 6.34%
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Sep 09, 2024 Q2 2024 |
3,047
shares
|
$256,740
0.08% of portfolio
|
Q2 2024
New holding
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,043
shares
|
$256,403
0.01% of portfolio
|
Q4 2023
Reduced 15.94%
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,026
shares
|
$254,970
0.07% of portfolio
|
Q1 2024
New holding
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 26, 2024 Q2 2024 |
3,022
shares
|
$254,633
0.03% of portfolio
|
Q2 2024
New holding
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
3,011
shares
|
$253,706
10.6% of portfolio
|
Q4 2023
Reduced 93.51%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
3,001
shares
|
$252,864
0.05% of portfolio
|
Q2 2024
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
2,972
shares
|
$250,420
0.19% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 30, 2024 Q2 2024 |
2,970
shares
|
$250,252
0.06% of portfolio
|
Q4 2023
Added 3.48%
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
2,969
shares
|
$250,167
0.08% of portfolio
|
Q1 2024
New holding
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
2,965
shares
|
$249,830
0.01% of portfolio
|
Q2 2024
Reduced 10.45%
|
|
Mason & Associates Inc
|
Jul 18, 2024 Q2 2024 |
2,965
shares
|
$249,830
0.06% of portfolio
|
Q2 2024
Added 0.1%
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
2,958
shares
|
$249,241
0.02% of portfolio
|
Q2 2024
Added 8.99%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
2,956
shares
|
$249,072
0.04% of portfolio
|
Q2 2024
Reduced 49.53%
|