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 |
---|---|---|---|---|---|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
122
shares
|
$10,279
0.01% of portfolio
|
Q2 2024
New holding
|
|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
118
shares
|
$9,942
0.01% of portfolio
|
Q2 2024
Added 1.72%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 05, 2024 Q2 2024 |
102
shares
|
$8,594
0.0% of portfolio
|
Q1 2024
Added 0.99%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
101
shares
|
$8,510
0.0% of portfolio
|
Q2 2024
New holding
|
|
Legacy Bridge, LLC
|
Aug 06, 2024 Q2 2024 |
100
shares
|
$8,426
0.0% of portfolio
|
Q2 2024
Reduced 28.06%
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jul 25, 2024 Q2 2024 |
100
shares
|
$8,426
0.0% of portfolio
|
Q4 2023
New holding
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
97
shares
|
$8,173
0.0% of portfolio
|
Q2 2024
Reduced 98.54%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$7,920
0.0% of portfolio
|
Q4 2022
Reduced 51.55%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
91
shares
|
$7,667
0.01% of portfolio
|
Q4 2021
New holding
|
|
Bray Capital Advisors
|
Jul 31, 2024 Q2 2024 |
90
shares
|
$7,583
0.0% of portfolio
|
Q1 2024
Added 40.63%
|
|
Lowe Wealth Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
75
shares
|
$6,319
0.0% of portfolio
|
Q4 2023
New holding
|
|
Western Pacific Wealth Management, LP
|
Aug 14, 2024 Q2 2024 |
68
shares
|
$5,729
0.0% of portfolio
|
Q4 2023
Added 1.49%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
68
shares
|
$5,729
0.0% of portfolio
|
Q2 2024
Added 1.49%
|
|
High Mark Wealth Management LLC
|
Jul 29, 2024 Q2 2024 |
61
shares
|
$5,139
0.0% of portfolio
|
Q4 2023
New holding
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
60
shares
|
$5,055
0.0% of portfolio
|
Q4 2022
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
50
shares
|
$4,213
0.0% of portfolio
|
Q2 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
50
shares
|
$4,213
0.0% of portfolio
|
Q1 2024
Reduced 15.25%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
50
shares
|
$4,213
0.0% of portfolio
|
Q3 2023
Reduced 14.63%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
49
shares
|
$4,128
0.0% of portfolio
|
Q1 2024
New holding
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
48
shares
|
$4,044
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
48
shares
|
$4,044
0.0% of portfolio
|
Q3 2023
Reduced 84.66%
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 13, 2024 Q2 2024 |
48
shares
|
$4,044
0.0% of portfolio
|
Q2 2024
Reduced 95.42%
|
|
Financial Connections Group, Inc.
|
Jul 26, 2024 Q2 2024 |
31
shares
|
$2,612
0.0% of portfolio
|
Q2 2024
New holding
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
30
shares
|
$2,527
0.0% of portfolio
|
Q2 2024
Reduced 91.55%
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
30
shares
|
$2,527
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|