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 |
---|---|---|---|---|---|
Wealth Management Resources, Inc.
|
Jul 17, 2024 Q2 2024 |
290,440
shares
|
$24.5 Million
9.71% of portfolio
|
Q2 2024
Added 0.23%
|
|
Sweet Financial Partners, LLC
|
Jul 18, 2024 Q2 2024 |
288,074
shares
|
$24.3 Million
5.28% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
286,320
shares
|
$24.1 Million
0.06% of portfolio
|
Q2 2024
Added 7.46%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
283,518
shares
|
$23.9 Million
0.27% of portfolio
|
Q2 2024
Added 6.37%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
283,444
shares
|
$23.9 Million
0.13% of portfolio
|
Q2 2023
Reduced 77.36%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
282,899
shares
|
$23.8 Million
5.68% of portfolio
|
Q2 2024
Added 45.37%
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
282,896
shares
|
$23.8 Million
3.5% of portfolio
|
Q2 2024
Added 8.33%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
282,226
shares
|
$23.8 Million
6.15% of portfolio
|
Q2 2024
Added 1.15%
|
|
Eagle Capital Management, LLC
|
Jul 16, 2024 Q2 2024 |
280,241
shares
|
$23.6 Million
9.6% of portfolio
|
Q2 2024
Added 0.09%
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 11, 2024 Q2 2024 |
280,211
shares
|
$23.6 Million
18.37% of portfolio
|
Q2 2024
Added 10.87%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
279,597
shares
|
$23.6 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 26, 2024 Q2 2024 |
272,246
shares
|
$22.9 Million
11.72% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
272,128
shares
|
$22.9 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.74%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
270,161
shares
|
$22.8 Million
1.54% of portfolio
|
Q2 2024
New holding
|
|
Hengehold Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
267,031
shares
|
$22.5 Million
2.16% of portfolio
|
Q2 2024
Reduced 25.22%
|
|
Capital Advantage, Inc.
|
Jul 11, 2024 Q2 2024 |
266,120
shares
|
$22.4 Million
4.28% of portfolio
|
Q2 2024
Added 3.23%
|
|
Curran Financial Partners, LLC
|
Jul 22, 2024 Q2 2024 |
264,366
shares
|
$22.3 Million
8.34% of portfolio
|
Q2 2024
Added 3.49%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
261,243
shares
|
$22 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
Financial Consulate, Inc
|
Jul 19, 2024 Q2 2024 |
258,180
shares
|
$21.8 Million
6.19% of portfolio
|
Q2 2024
Added 0.35%
|
|
Presidio Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
256,117
shares
|
$21.6 Million
14.05% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jul 11, 2024 Q2 2024 |
255,190
shares
|
$21.5 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
251,612
shares
|
$21.2 Million
5.06% of portfolio
|
Q2 2024
Added 1.7%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
251,463
shares
|
$21.2 Million
0.25% of portfolio
|
Q2 2024
Reduced 8.22%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
251,447
shares
|
$21.2 Million
4.12% of portfolio
|
Q2 2024
Reduced 47.68%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
248,841
shares
|
$21 Million
1.96% of portfolio
|
Q2 2024
Reduced 23.35%
|