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 |
---|---|---|---|---|---|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Jul 30, 2024 Q2 2024 |
245,181
shares
|
$20.7 Million
5.64% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Jul 08, 2024 Q2 2024 |
244,370
shares
|
$20.6 Million
5.22% of portfolio
|
Q2 2024
Reduced 12.22%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
242,792
shares
|
$20.5 Million
1.81% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
242,747
shares
|
$20.5 Million
11.6% of portfolio
|
Q2 2024
Added 6.68%
|
|
Clifford Group, LLC
Wayland, MA |
Aug 12, 2024 Q2 2024 |
242,540
shares
|
$20.4 Million
15.23% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
239,735
shares
|
$20.2 Million
2.4% of portfolio
|
Q2 2024
Added 5.74%
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
239,323
shares
|
$20.2 Million
14.12% of portfolio
|
Q3 2023
Added 4.59%
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
239,118
shares
|
$20.1 Million
0.22% of portfolio
|
Q1 2024
Added 10.1%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
236,618
shares
|
$19.9 Million
1.27% of portfolio
|
Q2 2024
Added 1.75%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
235,706
shares
|
$19.9 Million
1.23% of portfolio
|
Q2 2024
Added 2.02%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
235,197
shares
|
$19.8 Million
0.7% of portfolio
|
Q2 2024
Added 0.16%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
233,018
shares
|
$19.6 Million
0.35% of portfolio
|
Q2 2024
Reduced 8.39%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
231,026
shares
|
$19.5 Million
2.05% of portfolio
|
Q2 2024
Added 2.3%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
230,786
shares
|
$19.4 Million
13.46% of portfolio
|
Q2 2022
New holding
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 26, 2024 Q2 2024 |
230,405
shares
|
$19.4 Million
6.62% of portfolio
|
Q2 2024
Added 1.09%
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 23, 2024 Q2 2024 |
230,038
shares
|
$19.4 Million
4.2% of portfolio
|
Q2 2024
Added 11.76%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
228,974
shares
|
$19.3 Million
0.52% of portfolio
|
Q2 2024
Added 15.78%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
226,307
shares
|
$19.1 Million
0.18% of portfolio
|
Q2 2024
Added 19.9%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
225,473
shares
|
$19 Million
0.28% of portfolio
|
Q2 2024
Added 9.12%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
222,254
shares
|
$18.7 Million
1.81% of portfolio
|
Q2 2024
Added 3.42%
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2024 Q2 2024 |
221,878
shares
|
$18.7 Million
4.64% of portfolio
|
Q2 2024
Added 3.12%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
221,334
shares
|
$18.6 Million
0.48% of portfolio
|
Q2 2024
Added 2.5%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
221,289
shares
|
$18.6 Million
0.44% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
220,012
shares
|
$18.5 Million
54.39% of portfolio
|
Q3 2023
Added 1790.14%
|
|
Financial Guidance Group, Inc.
|
Aug 07, 2024 Q2 2024 |
217,471
shares
|
$18.3 Million
11.41% of portfolio
|
Q2 2024
Reduced 8.17%
|