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 |
---|---|---|---|---|---|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,142
shares
|
$96,224
0.06% of portfolio
|
Q2 2022
Reduced 90.31%
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
1,140
shares
|
$96,056
0.01% of portfolio
|
Q1 2023
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
1,129
shares
|
$95,129
0.01% of portfolio
|
Q1 2024
Reduced 24.43%
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
1,068
shares
|
$89,989
0.05% of portfolio
|
Q2 2024
Reduced 25.94%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
1,039
shares
|
$87,546
0.03% of portfolio
|
Q1 2024
New holding
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
1,034
shares
|
$87,124
0.02% of portfolio
|
Q2 2024
Added 51600.0%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
1,015
shares
|
$85,523
0.01% of portfolio
|
Q1 2024
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$84,260
0.01% of portfolio
|
Q3 2021
Reduced 18.63%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
961
shares
|
$80,973
0.01% of portfolio
|
Q2 2024
Added 30.04%
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
958
shares
|
$80,721
0.01% of portfolio
|
Q2 2024
Reduced 35.09%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
945
shares
|
$79,625
0.01% of portfolio
|
Q2 2024
Added 21.15%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
932
shares
|
$78,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
Indiana Trust & Investment Management CO
|
Jul 10, 2024 Q2 2024 |
929
shares
|
$78,277
0.03% of portfolio
|
Q3 2023
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
925
shares
|
$77,940
0.01% of portfolio
|
Q2 2024
Reduced 50.22%
|
|
Allspring Global Investments Holdings, LLC
|
Jul 26, 2024 Q2 2024 |
911
shares
|
$76,760
0.0% of portfolio
|
Q1 2024
Reduced 60.44%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
892
shares
|
$75,159
0.02% of portfolio
|
Q3 2023
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
875
shares
|
$73,727
0.04% of portfolio
|
Q4 2023
Reduced 14.13%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
875
shares
|
$73,727
0.0% of portfolio
|
Q4 2023
Added 76.77%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
829
shares
|
$69,851
0.03% of portfolio
|
Q1 2024
Reduced 20.29%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
810
shares
|
$68,250
0.01% of portfolio
|
Q2 2024
Reduced 16.92%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
803
shares
|
$67,660
0.05% of portfolio
|
Q2 2024
New holding
|
|
Riggs Asset Managment Co. Inc.
|
Jul 29, 2024 Q2 2024 |
792
shares
|
$66,733
0.02% of portfolio
|
Q2 2024
Added 0.13%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
791
shares
|
$66,649
0.01% of portfolio
|
Q2 2024
New holding
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
762
shares
|
$64,206
0.02% of portfolio
|
Q1 2023
Reduced 28.79%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
748
shares
|
$63,026
0.04% of portfolio
|
Q1 2024
New holding
|