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Get Institutions for : 
Schwab US Dividend Equity ETF (SCHD)  
$77.92 0.44 (0.57%) as of 4:30 Mon 4/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1408    28
Total shares held : 
 262,484,592  
% of shares held : 
 87.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 -6,376,574  
% of shares held change : 
   -2.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.18  
Last Quarter's Ending Price : 
 $76.13  
Last Quarter's Average Price : 
 $71.49  
Change from last quarter's     
avg. price to the last closing  : 
6.43 (8.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
95
 5,601,098
 2.13%
 
Increased Positions :
580
 14,849,207
 5.66%
 
Unchanged Positions :
176
 6,020,346
 2.29%
 
Decreased Positions :
557
-25,158,753
-9.58%
 
Closed Positions :
67
-1,668,126
-0.64%
 
Guru Positions :
3
21,342
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 186 - 2023-12-31 13,634,125 $1,037,966,000 4,418,090
   LPL FINANCIAL CORP 29 - 2023-12-31 11,470,458 $873,246,000 197,923
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 22 - 2023-12-31 9,680,868 $737,004,000 45,013
   MORGAN STANLEY 313 - 2023-12-31 8,275,392 $630,006,000 132,653
   AMERIPRISE FINANCIAL INC 121 - 2023-12-31 7,885,011 $603,837,000 148,374
   H D Vest Advisory Services 3 - 2023-12-31 7,475,699 $569,125,000 16,715
   SUMITOMO LIFE INSURANCE CO 2 - 2024-03-31 6,320,000 $471,352,000 3,320,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 23 - 2024-03-31 5,712,485 $460,598,000 604,844
   ROYAL BANK OF CANADA 215 - 2023-12-31 4,464,208 $339,859,000 183,325
   Orgel Wealth Management LLC 3 - 2024-03-31 4,152,801 $334,840,000 38,020
   WELLS FARGO & CO/MN 226 - 2023-12-31 3,652,298 $278,049,000 235,941
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 21 - 2024-03-31 3,375,640 $272,178,000 146,702
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 14 - 2024-03-31 2,269,372 $182,979,000 94,141
   CI Private Wealth LLC 69 - 2023-12-31 2,201,423 $167,594,000 54,786
   Cassaday & Co Wealth Management LLC 4 - 2023-12-31 1,630,076 $124,098,000 27,445
   MML INVESTORS SERVICES LLC 28 - 2023-12-31 1,511,786 $115,092,000 123,211
   HHM Wealth Advisors LLC 1 - 2023-12-31 1,494,891 $113,806,000 51,126
   Asset Advisors Investment Management LLC 1 - 2023-12-31 1,306,958 $99,499,000 14,259
   Kestra Advisory Services LLC 17 - 2023-12-31 1,250,817 $95,225,000 87,983
   LVW Advisors LLC 1 - 2024-03-31 1,146,175 $92,416,000 98,504
   Baird Financial Group Inc. 117 - 2023-12-31 1,162,106 $88,471,000 234,023
   HPM Partners LLC - 2023-12-31 1,131,482 $86,140,000 99,385
   CULLEN FROST BANKERS INC 12 - 2023-12-31 1,091,528 $83,098,000 141,030
   DAVIDSON D A & CO 23 - 2023-12-31 1,030,487 $78,451,000 25,174
   Granite Bay Wealth Management LLC 27 - 2023-12-31 1,017,004 $72,647,000 5,989
   Bouchey Financial Group Ltd 3 - 2024-03-31 813,668 $65,606,000 48,756
   CVA Family Office LLC 1 - 2024-03-31 741,560 $59,792,000 11,116
   VALMARK ADVISERS INC 23 - 2023-12-31 767,575 $58,435,000 12,715
   Berger Financial Group Inc 2 - 2024-03-31 707,217 $57,023,000 326,056
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 13 - 2023-12-31 740,111 $56,345,000 405,803
   HARBOUR INVESTMENTS INC. 5 - 2023-12-31 726,554 $55,313,000 472,635
   CGC Financial Services LLC 1 - 2024-03-31 680,082 $54,835,000 65,905
   MARQUETTE ASSET MANAGEMENT INC. 3 - 2023-12-31 695,084 $52,917,000 141,787
   PINNACLE ASSOCIATES LTD 24 - 2024-03-31 642,890 $51,836,000 7,720
   AE Wealth Management LLC 78 - 2023-12-31 635,002 $48,908,000 121,860
   SUMMIT ASSET MANAGEMENT, LLC 1 - 2023-12-31 564,447 $42,971,000 11,456
   Principle Wealth Partners LLC 5 - 2024-03-31 524,442 $42,286,000 59,194
   Spinnaker Investment Group LLC 3 - 2024-03-31 518,384 $41,797,000 8,327
   Legacy Financial Strategies LLC 2 - 2024-03-31 513,647 $41,415,000 13,551
   Reliant Wealth Planning 2 - 2023-12-31 543,270 $41,359,000 46,521
   Scott Capital Advisors LLC 2 - 2024-03-31 511,249 $40,670,000 15,608
   BURKETT FINANCIAL SERVICES LLC 2 - 2024-03-31 495,121 $39,922,000 10,997
   JNBA FINANCIAL ADVISORS 5 - 2024-03-31 491,361 $39,618,000 24,471
   Coastal Capital Group Inc. 3 - 2023-06-30 537,919 $39,064,000 2,258
   American Trust 10 - 2023-12-31 495,321 $37,709,000 27,551
   True Link Financial Advisors LLC 8 - 2024-03-31 466,355 $37,602,000 43,688
   DDD Partners LLC 3 - 2023-12-31 488,148 $37,163,000 484,167
   Main Street Financial Solutions LLC 2 - 2024-03-31 458,086 $36,935,000 30,714
   Soltis Investment Advisors LLC - 2023-12-31 477,095 $36,321,000 37,101
   Wealthcare Advisory Partners LLC 17 - 2024-03-31 444,372 $35,830,000 13,673
   Steele Capital Management Inc. 15 - 2024-03-31 438,363 $35,345,000 19,744
   Richardson Capital Management LLC 1 - 2024-03-31 433,465 $34,950,000 433,280
   Qube Research & Technologies Ltd 328 - 2023-12-31 427,863 $32,573,000 50,461
   ADAMSBROWN WEALTH CONSULTANTS LLC 1 - 2023-12-31 427,518 $32,547,000 14,375
   Evergreen Advisors LLC 4 - 2023-12-31 421,435 $32,084,000 6,287
   Cedar Wealth Management LLC 2 - 2023-12-31 420,670 $32,026,000 7,533
   TruWealth Advisors LLC 13 - 2024-03-31 388,502 $31,325,000 7,438
   Steward Partners Investment Advisory LLC 50 - 2023-12-31 404,679 $30,808,000 160,040
   Venture Visionary Partners LLC 9 - 2023-12-31 400,179 $30,466,000 34,585
   HORIZON INVESTMENTS, LLC/SC 16 - 2023-12-31 394,064 $30,000,000 49,029
   Cornerstone Planning Group LLC 3 - 2023-12-31 385,022 $29,312,000 41,885
   HENGEHOLD CAPITAL MANAGEMENT LLC 7 - 2024-03-31 357,092 $28,792,000 2,044
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 3 - 2024-03-31 354,757 $28,604,000 9,018
   Retirement Network 3 - 2023-12-31 375,150 $28,560,000 12,877
   Northwest Quadrant Wealth Management LLC 7 - 2024-03-31 354,149 $28,555,000 19,326
   VAUGHAN DAVID INVESTMENTS INC/IL 77 - 2023-12-31 369,339 $28,118,000 23,065
   Noble Family Wealth LLC 3 - 2024-03-31 347,666 $28,032,000 9,322
   American Financial Advisors LLC 10 - 2024-03-31 345,125 $27,827,000 7,091
   REGIMEN WEALTH LLC 1 - 2023-12-31 355,804 $27,239,000 80,798
   Equitable Holdings Inc. 67 - 2023-12-31 351,775 $26,781,000 23,862
   Rocky Mountain Advisers LLC 1 - 2024-03-31 329,045 $26,531,000 52,400
   Ausdal Financial Partners Inc. 2 - 2024-03-31 326,754 $26,346,000 22,043
   HUDOCK MOYER WEALTH RESOURCES, LLC - 2023-12-31 344,401 $26,219,000 15,342
   Walker Financial Services Inc. 1 - 2024-03-31 324,280 $26,147,000 26,806
   CRA Financial Services LLC 2 - 2024-03-31 323,623 $26,094,000 23,127
   Asset Allocation Strategies LLC 1 - 2023-12-31 333,658 $25,402,000 38,675
   Apexium Financial LP 9 - 2024-03-31 309,910 $24,988,000 22,824
   FINANCIAL ARCHITECTS INC 3 - 2023-06-30 336,895 $24,465,000 7,754
   Oakmont Partners LLC 32 - 2024-03-31 293,945 $23,701,000 82,844
   PLANNING DIRECTIONS INC 1 - 2023-12-31 308,335 $23,474,000 28,442
   WEALTH MANAGEMENT RESOURCES INC. 1 - 2024-03-31 289,777 $23,365,000 13,176
   Intergy Private Wealth LLC 2 - 2024-03-31 288,354 $23,250,000 11,494
   Sweet Financial Partners LLC 2 - 2024-03-31 288,338 $23,249,000 20,876
   McCarthy Asset Management Inc. 2 - 2023-12-31 304,770 $23,202,000 1,226
   Aspire Capital Advisors LLC 3 - 2023-12-31 302,837 $23,055,000 2,297
   AllGen Financial Advisors Inc. 3 - 2024-03-31 285,391 $23,011,000 5,981
   ForthRight Wealth Management LLC 5 - 2024-03-31 283,660 $22,871,000 11,478
   Eagle Capital Management LLC 3 - 2024-03-31 279,989 $22,576,000 11,567
   Souders Financial Advisors - 2023-12-31 296,085 $22,541,000 10,077
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 12 - 2023-12-31 284,783 $21,934,000 7,766
   Presidio Capital Management LLC 2 - 2024-03-31 267,868 $21,598,000 91,606
   PARK AVENUE SECURITIES LLC 54 - 2024-03-31 266,544 $21,491,000 7,747
   MERCER GLOBAL ADVISORS INC /ADV 189 - 2023-12-31 274,283 $20,881,000 2,955
   FINANCIAL CONSULATE INC 6 - 2024-03-31 257,268 $20,744,000 2,028
   FINANCIAL COUNSELORS INC - 2023-12-31 270,681 $20,607,000 150,830
   PATHSTONE FAMILY OFFICE, LLC 98 - 2023-09-30 283,444 $20,109,000 219,370
   Curran Financial Partners LLC 2 - 2023-12-31 250,412 $19,131,000 10,842
   Taylor Cottrill Erickson & Associates Inc. 5 - 2023-12-31 247,566 $18,847,000 1,171
   Clifford Group LLC 2 - 2023-12-31 246,826 $18,791,000 16,844
   MCCORMACK ADVISORS INTERNATIONAL 83 - 2023-12-31 246,325 $18,753,000 63,293
  100 Records found
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