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 |
---|---|---|---|---|---|
Hbc Financial Services, Pllc
|
Aug 07, 2024 Q2 2024 |
1,754
shares
|
$147,792
0.11% of portfolio
|
Q2 2024
Reduced 75.57%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
1,743
shares
|
$146,865
0.02% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
Clear Investment Research, LLC
|
Aug 08, 2024 Q2 2024 |
1,723
shares
|
$145,179
0.17% of portfolio
|
Q2 2024
Added 3.17%
|
|
First Personal Financial Services
|
Jul 29, 2024 Q2 2024 |
1,677
shares
|
$141,304
0.03% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
1,630
shares
|
$137,343
0.04% of portfolio
|
Q1 2024
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
1,619
shares
|
$136,416
0.0% of portfolio
|
Q2 2024
Reduced 35.11%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,585
shares
|
$133,552
0.05% of portfolio
|
Q4 2023
New holding
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,549
shares
|
$130,518
0.01% of portfolio
|
Q1 2023
New holding
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 11, 2024 Q2 2024 |
1,535
shares
|
$129,339
0.02% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
Palouse Capital Management, Inc.
|
Aug 12, 2024 Q2 2024 |
1,533
shares
|
$129,170
0.08% of portfolio
|
Q2 2024
Added 2.75%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
1,529
shares
|
$128,833
0.01% of portfolio
|
Q2 2024
Reduced 28.85%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
1,506
shares
|
$126,895
0.04% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Disciplined Equity Management, Inc.
|
Aug 14, 2024 Q2 2024 |
1,499
shares
|
$126,305
0.08% of portfolio
|
Q2 2024
New holding
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,495
shares
|
$125,968
0.01% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 16, 2024 Q2 2024 |
1,481
shares
|
$124,789
0.03% of portfolio
|
Q2 2024
Reduced 25.24%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
1,300
shares
|
$109,538
0.0% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
1,253
shares
|
$105,577
0.0% of portfolio
|
Q2 2024
Added 536.04%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
1,244
shares
|
$104,819
0.02% of portfolio
|
Q3 2023
Reduced 3.12%
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Aug 12, 2024 Q2 2024 |
1,230
shares
|
$103,639
0.04% of portfolio
|
Q1 2024
Added 0.74%
|
|
Hanson & Doremus Investment Management
|
Aug 08, 2024 Q2 2024 |
1,204
shares
|
$101,449
0.02% of portfolio
|
Q1 2023
Reduced 18.87%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
1,200
shares
|
$101,112
0.05% of portfolio
|
Q2 2024
Added 220.0%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
1,196
shares
|
$100,774
0.01% of portfolio
|
Q2 2024
Added 34.23%
|
|
Ulland Investment Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
1,192
shares
|
$100,437
0.06% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Ballast Advisors LLC
|
Jul 26, 2024 Q2 2024 |
1,187
shares
|
$100,016
0.03% of portfolio
|
Q3 2023
Reduced 11.62%
|
|
Balentine LLC
Atlanta, GA |
Aug 07, 2024 Q2 2024 |
1,148
shares
|
$96,730
0.0% of portfolio
|
Q1 2024
Reduced 76.55%
|