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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
   ADVANTUS CAPITAL MANAGEMENT INC 13 - 2024-03-31 527,000 $42,492,000 0
   Reitz Capital Advisors LLC 1 - 2024-03-31 178,805 $13,612,000 0
   HBW Advisory Services LLC 10 - 2024-03-31 101,052 $7,693,000 0
   M&T BANK CORP 453 - 2023-12-31 55,005 $4,188,000 0
   OLIO Financial Planning 12 - 2024-03-31 51,453 $3,927,000 0
   Lion Street Advisors LLC 8 - 2024-03-31 48,143 $3,665,000 0
   Asset Allocation & Management Company LLC 13 - 2024-03-31 36,806 $2,968,000 0
   WELCH & FORBES LLC 175 - 2023-12-31 30,759 $2,342,000 0
   FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN 58 - 2024-03-31 27,484 $2,216,000 0
   GUYASUTA INVESTMENT ADVISORS INC 71 - 2024-03-31 28,756 $2,189,000 0
   BESSEMER GROUP INC 466 - 2023-12-31 28,548 $2,173,000 0
   CLS INVESTMENT FIRM LLC 453 - 2022-12-31 28,305 $2,138,000 0
   Greytown Advisors Inc. 18 - 2023-12-31 26,700 $2,033,000 0
   Heritage Trust Co 111 - 2023-12-31 20,000 $1,523,000 0
   WULFF HANSEN & CO. 26 - 2023-12-31 15,927 $1,213,000 0
   FIRST MANHATTAN CO 362 - 2023-12-31 15,162 $1,154,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 188 - 2024-03-31 13,900 $1,121,000 0
   FIRST WILSHIRE SECURITIES MANAGEMENT INC 35 - 2023-12-31 14,625 $1,113,000 0
   Creegan & Nassoura Financial Group LLC 48 - 2023-12-31 14,156 $1,078,000 0
   WEBSTER BANK 122 - 2024-03-31 11,395 $919,000 0
   Morling Financial Advisors LLC 25 - 2023-12-31 11,590 $882,000 0
   SWS Partners 87 - 2023-12-31 11,411 $869,000 0
   DAVID R. RAHN & ASSOCIATES INC. 38 - 2024-03-31 10,350 $835,000 0
   AVALON ADVISORS L P 218 - 2023-03-31 11,315 $828,000 0
   WALDEN WEALTH PARTNERS LLC 33 - 2024-03-31 10,508 $827,000 0
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 40 - 2022-12-31 10,034 $758,000 0
   BRASADA CAPITAL MANAGEMENT LP 102 - 2023-12-31 9,850 $750,000 0
   LANDAAS & CO /WI /ADV 24 - 2023-12-31 9,840 $749,000 0
   Connecticut Wealth Management LLC 174 - 2023-12-31 9,676 $737,000 0
   BAILARD BIEHL & KAISER INC 381 - 2023-12-31 8,787 $669,000 0
   LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 69 - 2023-12-31 8,484 $646,000 0
   Fulcrum Capital LLC 55 - 2024-03-31 7,925 $639,000 0
   Yelin Lapidot Holdings Management Ltd. 63 - 2023-12-31 7,547 $575,000 0
   FSM Wealth Advisors LLC 72 - 2023-09-30 7,605 $538,000 0
   Stevard LLC 33 - 2023-12-31 6,399 $487,000 0
   Salomon & Ludwin LLC 117 - 2023-12-31 6,874 $486,000 0
   HAVERFORD TRUST CO 286 - 2023-12-31 5,961 $454,000 0
   Cross Staff Investments Inc 68 - 2023-12-31 5,930 $451,000 0
   Disciplined Investments LLC 83 - 2024-03-31 5,201 $419,000 0
   Kathmere Capital Management LLC 186 - 2024-03-31 5,142 $415,000 0
   WESTWOOD HOLDINGS GROUP INC 370 - 2023-12-31 5,388 $410,000 0
   Sanchez Wealth Management Group 27 - 2023-12-31 5,276 $402,000 0
   CM WEALTH ADVISORS LLC 50 - 2023-12-31 5,261 $401,000 0
   1ST SOURCE BANK 197 - 2023-12-31 5,210 $397,000 0
   Essex Savings Bank 158 - 2024-03-31 5,069 $386,000 0
   CASTLE WEALTH MANAGEMENT LLC 91 - 2023-12-31 4,888 $372,000 0
   Proficio Capital Partners LLC 189 - 2023-12-31 4,696 $358,000 0
   Ballast Inc. 88 - 2023-12-31 4,700 $358,000 0
   SECURITY NATIONAL BANK OF SO DAK 79 - 2023-12-31 4,429 $337,000 0
   Cherry Tree Wealth Management LLC 110 - 2023-12-31 4,426 $337,000 0
   ARMSTRONG ADVISORY GROUP INC 130 - 2024-03-31 4,270 $325,000 0
   Wynn Capital LLC 79 - 2024-03-31 4,000 $323,000 0
   McElhenny Sheffield Capital Management LLC 80 - 2024-03-31 3,805 $307,000 0
   Stone Point Wealth LLC - 2023-12-31 4,015 $306,000 0
   GERBER LLC 62 - 2024-03-31 3,789 $306,000 0
   WHITTIER TRUST CO OF NEVADA INC 400 - 2023-12-31 3,994 $304,000 0
   PAPP L ROY & ASSOCIATES 147 - 2024-03-31 3,725 $300,000 0
   HFG Advisors Inc. 80 - 2024-03-31 3,590 $289,000 0
   J2 Capital Management Inc 81 - 2023-09-30 4,038 $286,000 0
   MORRIS FINANCIAL CONCEPTS INC. 83 - 2024-03-31 3,515 $283,000 0
   Tenret Co LLC 26 - 2024-03-31 3,488 $281,000 0
   GLENMEDE TRUST CO NA 1052 - 2023-12-31 3,626 $276,000 0
   Relaxing Retirement Coach 64 - 2023-06-30 3,732 $271,000 0
   West Financial Advisors LLC 50 - 2024-03-31 3,322 $268,000 0
   HARBOR ADVISORY CORP /MA/ 76 - 2023-12-31 3,409 $260,000 0
   Darrow Company Inc. 34 - 2023-12-31 3,415 $260,000 0
   Waterford Advisors LLC 47 - 2023-12-31 3,329 $253,000 0
   SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 84 - 2023-12-31 3,295 $251,000 0
   Summit Trail Advisors LLC 516 - 2024-03-31 3,043 $245,000 0
   CADINHA & CO LLC - 2023-12-31 3,200 $244,000 0
   Resonant Capital Advisors LLC 258 - 2023-12-31 3,181 $242,000 0
   Outlook Wealth Advisors LLC 237 - 2024-03-31 2,995 $241,000 0
   Klingman & Associates LLC 200 - 2023-12-31 3,154 $240,000 0
   Martin Capital Partners LLC 67 - 2024-03-31 2,968 $239,000 0
   Wealth Alliance Advisory Group LLC 164 - 2024-03-31 2,970 $239,000 0
   Perennial Advisors LLC 99 - 2024-03-31 2,950 $238,000 0
   R. W. Roge & Company Inc. - 2023-12-31 3,059 $232,000 0
   Stokes Family Office LLC 192 - 2023-12-31 2,987 $227,000 0
   ROBERTS GLORE & CO INC /IL/ 193 - 2023-12-31 2,945 $224,000 0
   UMB BANK N A/MO 552 - 2024-03-31 2,700 $218,000 0
   Clientfirst Wealth Management LLC 32 - 2023-09-30 2,900 $203,000 0
   Operose Advisors LLC 112 - 2023-12-31 2,609 $199,000 0
   TRUST CO OF VERMONT 280 - 2023-12-31 2,558 $195,000 0
   Aberdeen Wealth Management LLC 143 - 2023-12-31 2,500 $190,000 0
   HENDERSHOT INVESTMENTS INC. 125 - 2024-03-31 2,150 $173,000 0
   DB Wealth Management Group LLC 100 - 2023-12-31 1,981 $151,000 0
   First Personal Financial Services 139 - 2024-03-31 1,677 $135,000 0
   Transcendent Capital Group LLC 97 - 2024-03-31 1,687 $128,000 0
   GAMMA Investing LLC 589 - 2024-03-31 1,410 $114,000 0
   Icon Wealth Partners LLC 378 - 2023-09-30 1,549 $110,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 202 - 2023-06-30 1,495 $109,000 0
   Prestige Wealth Management Group LLC 204 - 2024-03-31 1,244 $100,000 0
   HANSON INVESTMENT MANAGEMENT 247 - 2024-03-31 1,204 $97,000 0
   BALLAST ADVISORS LLC 129 - 2023-12-31 1,187 $90,000 0
   Avalon Trust Co 172 - 2023-12-31 1,140 $87,000 0
   ALBION FINANCIAL GROUP /UT 206 - 2024-03-31 1,000 $81,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 248 - 2024-03-31 929 $75,000 0
   Laurel Wealth Advisors LLC 252 - 2023-12-31 900 $69,000 0
   TUCKER ASSET MANAGEMENT LLC 201 - 2023-12-31 892 $68,000 0
   Global Trust Asset Management LLC 254 - 2024-03-31 762 $61,000 0
  100 Records found
  1    
  Page 1 of 1
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