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 |
---|---|---|---|---|---|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
415
shares
|
$34,967
0.03% of portfolio
|
Q4 2023
New holding
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
395
shares
|
$33,282
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
392
shares
|
$33,029
0.01% of portfolio
|
Q3 2023
New holding
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 09, 2024 Q2 2024 |
366
shares
|
$30,839
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
355
shares
|
$29,912
0.0% of portfolio
|
Q2 2024
Added 29.09%
|
|
Ifs Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
350
shares
|
$29,491
0.02% of portfolio
|
Q2 2024
Added 0.86%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
343
shares
|
$28,901
0.02% of portfolio
|
Q2 2024
New holding
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
330
shares
|
$27,805
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jul 29, 2024 Q2 2024 |
330
shares
|
$27,805
0.01% of portfolio
|
Q4 2021
New holding
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
325
shares
|
$27,384
0.01% of portfolio
|
Q4 2022
Reduced 27.94%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
320
shares
|
$26,963
0.01% of portfolio
|
Q1 2024
Added 33.33%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
320
shares
|
$26,963
0.0% of portfolio
|
Q1 2024
Reduced 58.97%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
318
shares
|
$26,794
0.01% of portfolio
|
Q2 2024
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 30, 2024 Q2 2024 |
316
shares
|
$26,626
0.0% of portfolio
|
Q1 2024
New holding
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
306
shares
|
$25,783
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
295
shares
|
$24,856
0.01% of portfolio
|
Q4 2021
New holding
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
287
shares
|
$24,182
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
277
shares
|
$23,340
0.0% of portfolio
|
Q4 2023
Added 0.73%
|
|
Security National Bank
|
Jul 22, 2024 Q2 2024 |
271
shares
|
$22,834
0.0% of portfolio
|
Q2 2024
Reduced 8.45%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
270
shares
|
$22,750
0.0% of portfolio
|
Q1 2023
Added 31.71%
|
|
First Community Trust Na
|
Jul 15, 2024 Q2 2024 |
268
shares
|
$22,581
0.02% of portfolio
|
Q2 2023
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
268
shares
|
$22,581
0.0% of portfolio
|
Q1 2024
Reduced 98.06%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
264
shares
|
$22,244
0.0% of portfolio
|
Q1 2024
Reduced 37.44%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
259
shares
|
$21,823
0.01% of portfolio
|
Q4 2023
New holding
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
254
shares
|
$21,402
0.0% of portfolio
|
Q1 2024
Reduced 16.45%
|