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 |
---|---|---|---|---|---|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
351,871
shares
|
$29.6 Million
1.42% of portfolio
|
Q2 2024
Added 16.62%
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Jul 31, 2024 Q2 2024 |
351,669
shares
|
$29.6 Million
9.19% of portfolio
|
Q2 2024
Added 2.64%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
350,409
shares
|
$29.5 Million
0.61% of portfolio
|
Q2 2024
Added 4.2%
|
|
Planning Directions Inc
|
Aug 09, 2024 Q2 2024 |
348,084
shares
|
$29.3 Million
18.85% of portfolio
|
Q2 2024
Added 4.01%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
344,343
shares
|
$29 Million
0.38% of portfolio
|
Q2 2024
Added 0.87%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
341,335
shares
|
$28.8 Million
0.08% of portfolio
|
Q2 2024
Added 2.71%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
336,895
shares
|
$28.4 Million
3.72% of portfolio
|
Q2 2023
Added 2.36%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
333,860
shares
|
$28.1 Million
5.46% of portfolio
|
Q2 2024
Added 3.16%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
333,156
shares
|
$28.1 Million
0.08% of portfolio
|
Q2 2024
Added 1.14%
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
331,548
shares
|
$27.9 Million
2.05% of portfolio
|
Q2 2024
Added 6.98%
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 19, 2024 Q2 2024 |
328,171
shares
|
$27.7 Million
8.6% of portfolio
|
Q2 2024
Added 2.14%
|
|
Rocky Mountain Advisers, LLC
|
Aug 06, 2024 Q2 2024 |
327,878
shares
|
$27.6 Million
22.6% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
317,820
shares
|
$26.8 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
316,767
shares
|
$26.7 Million
2.56% of portfolio
|
Q2 2024
Added 2.73%
|
|
Verus Financial Partners, Inc.
|
Aug 05, 2024 Q2 2024 |
314,126
shares
|
$26.5 Million
2.85% of portfolio
|
Q2 2024
Added 6.36%
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
313,121
shares
|
$26.4 Million
3.81% of portfolio
|
Q2 2024
Added 3.58%
|
|
Forth Right Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
306,848
shares
|
$25.9 Million
8.75% of portfolio
|
Q2 2024
Added 8.17%
|
|
Intergy Private Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
303,957
shares
|
$25.6 Million
9.85% of portfolio
|
Q2 2024
Added 5.41%
|
|
Mc Carthy Asset Management, Inc.
|
Aug 13, 2024 Q2 2024 |
300,761
shares
|
$25.3 Million
15.44% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
299,681
shares
|
$25.3 Million
4.3% of portfolio
|
Q2 2024
Added 2.42%
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 12, 2024 Q2 2024 |
295,954
shares
|
$24.9 Million
8.73% of portfolio
|
Q2 2024
Added 3.7%
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
294,717
shares
|
$24.8 Million
0.56% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
292,246
shares
|
$24.6 Million
0.72% of portfolio
|
Q2 2024
Reduced 23.4%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
291,758
shares
|
$24.6 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
290,866
shares
|
$24.5 Million
2.57% of portfolio
|
Q2 2024
Reduced 10.98%
|