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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TUDOR INVESTMENT CORP ET AL 1415 *Closed 2023-12-31 0 $0 -3,737
   Meridian Wealth Management LLC 199 *Closed 2024-03-31 0 $0 -90,741
   Perfromance Wealth Partners LLC *Closed 2023-12-31 0 $0 -166,346
   Castle Rock Wealth Management LLC 226 *Closed 2023-12-31 0 $0 -2,881
   Moss Adams Wealth Advisors LLC 133 *Closed 2023-12-31 0 $0 -168
   THREADGILL FINANCIAL LLC 62 *Closed 2024-03-31 0 $0 -17,485
   GSA CAPITAL PARTNERS LLP 1528 *Closed 2023-12-31 0 $0 -48,400
   Horst & Graben Wealth Management LLC 147 *Closed 2024-03-31 0 $0 -2,880
   Williams Jones Wealth Management LLC. 519 *Closed 2023-12-31 0 $0 -3,716
   Byrne Asset Management LLC 456 *Closed 2024-03-31 0 $0 -1,827
   SFI Advisors LLC 101 *Closed 2023-12-31 0 $0 -47,994
   QUADRANT CAPITAL GROUP LLC 2690 *Closed 2023-12-31 0 $0 -14
   NWK Group Inc. 67 *Closed 2023-12-31 0 $0 0
   Unique Wealth Strategies LLC 196 *Closed 2024-03-31 0 $0 -5,500
   BOURGEON CAPITAL MANAGEMENT LLC 235 *Closed 2024-03-31 0 $0 -185
   THEORY FINANCIAL LLC 71 *Closed 2023-12-31 0 $0 -49,448
   Gunderson Capital Management Inc. 44 *Closed 2024-03-31 0 $0 -4,687
   TIEDEMANN WEALTH MANAGEMENT, LLC 279 *Closed 2023-09-30 0 $0 -13,046
   CoreFirst Bank & Trust 380 *Closed 2023-12-31 0 $0 -1,040
   Capstone Financial Advisors Inc. 153 *Closed 2023-12-31 0 $0 -3,041
   Vienna Asset Management LLC 47 *Closed 2023-12-31 0 $0 -50
   New Hampshire Trust 173 *Closed 2024-03-31 0 $0 -4,831
   Commonwealth Financial Services LLC 184 *Closed 2023-12-31 0 $0 -3,705
   Fortress Wealth Management Inc. 69 *Closed 2024-03-31 0 $0 -2,634
   MONTAG & CALDWELL INC 83 *Closed 2023-12-31 0 $0 -6,624
   Advanced Asset Management Advisors Inc 95 *Closed 2024-03-31 0 $0 -10
   Coppell Advisory Solutions Corp. 869 *Closed 2023-03-31 0 $0 -14
   DAGCO INC. 260 *Closed 2023-12-31 0 $0 -32,155
   Bryant Woods Investment Advisors LLC 44 *Closed 2023-12-31 0 $0 -7,220
   Vident Investment Advisory LLC 586 *Closed 2023-09-30 0 $0 -32,772
   Stonebridge Capital Advisors LLC 728 *Closed 2023-12-31 0 $0 -1,246
   Strategic Wealth Partners Ltd. 267 *Closed 2023-03-31 0 $0 -2,829
   Inscription Capital LLC 257 *Closed 2024-03-31 0 $0 -20,279
   Rodgers & Associates LTD 91 *Closed 2023-12-31 0 $0 -71,672
   Eukles Asset Management 239 *Closed 2023-12-31 0 $0 -2
   OGOREK ANTHONY JOSEPH /NY/ /ADV 299 *Closed 2023-12-31 0 $0 0
   M. Kulyk & Associates LLC 113 *Closed 2023-12-31 0 $0 -7,257
   Virtue Capital Management LLC 408 *Closed 2023-12-31 0 $0 -4,157
   VERITABLE LP 432 *Closed 2023-09-30 0 $0 -299,132
   JRM Investment Counsel LLC 20 *Closed 2023-12-31 0 $0 -146,001
   ABSOLUTE INVESTMENT MANAGEMENT LLC 801 *Closed 2023-12-31 0 $0 -15
   Ignite Planners LLC 296 *Closed 2024-03-31 0 $0 -3,776
   Absolute Capital Management LLC 91 *Closed 2023-12-31 0 $0 -13,876
   AllSquare Wealth Management LLC 542 *Closed 2023-12-31 0 $0 -63
   CYPRESS CAPITAL MANAGEMENT LLC 141 *Closed 2022-12-31 0 $0 -65,514
   Brio Consultants LLC 102 *Closed 2023-12-31 0 $0 -3,057
   INSIGHT 2811 INC 84 *Closed 2023-12-31 0 $0 -6,960
   High Note Wealth LLC 90 *Closed 2023-12-31 0 $0 -7,403
   FLOW TRADERS U.S. LLC 1095 *Closed 2023-12-31 0 $0 -22,740
   Advisor Resource Council 333 *Closed 2024-03-31 0 $0 -7,729
   NOVARE CAPITAL MANAGEMENT LLC 172 *Closed 2023-12-31 0 $0 -3,436
   PHOCAS FINANCIAL CORP 181 *Closed 2023-12-31 0 $0 -12,068
   ACT Advisors LLC. 48 *Closed 2024-03-31 0 $0 -4,072
   Savior LLC 42 *Closed 2023-12-31 0 $0 -95
   Level Financial Advisors Inc. 181 *Closed 2024-03-31 0 $0 -57
   Trifecta Capital Advisors LLC 431 *Closed 2024-03-31 0 $0 -750
   FISCHER INVESTMENT STRATEGIES LLC 32 *Closed 2023-12-31 0 $0 -4,328
   Dakota Community Bank & Trust NA 115 *Closed 2024-03-31 0 $0 -184
   JANE STREET GROUP LLC 5898 *Closed 2023-12-31 0 $0 -66,201
   AMI ASSET MANAGEMENT CORP 85 *Closed 2024-03-31 0 $0 -4,594
   Northeast Financial Consultants Inc 292 *Closed 2023-12-31 0 $0 -14,681
   WEALTHSOURCE PARTNERS LLC 527 *Closed 2023-12-31 0 $0 -2,887
   LOGAN CAPITAL MANAGEMENT INC 522 *Closed 2023-12-31 0 $0 0
   SIMPLEX TRADING LLC 3257 *Closed 2024-03-31 0 $0 -1,780
   SOL CAPITAL MANAGEMENT CO 305 *Closed 2024-03-31 0 $0 -7,785
   Cooksen Wealth LLC 75 *Closed 2024-03-31 0 $0 -1,342
   Cutler Group LP 1510 *Closed 2024-03-31 0 $0 -1,200
   TWO SIGMA ADVISERS, LLC 2611 *Closed 2023-12-31 0 $0 -3,800
   LifePro Asset Management 139 *Closed 2024-03-31 0 $0 -4,137
   WIN ADVISORS INC 78 *Closed 2024-03-31 0 $0 -158,498
   TWO SIGMA INVESTMENTS LLC 3287 *Closed 2023-12-31 0 $0 -226,700
   Simmons Bank 334 *Closed 2023-12-31 0 $0 -3,528
   HANCOCK HOLDING CO 649 *Closed 2023-12-31 0 $0 -5,000
   EADS & HEALD INVESTMENT COUNSEL/ 148 *Closed 2024-03-31 0 $0 -2,830
   Gateway Wealth Partners LLC 284 *Closed 2023-12-31 0 $0 -10,323
   Coppell Advisory Solutions LLC 1918 *Closed 2023-12-31 0 $0 -14
   KPP Advisory Services LLC 226 *Closed 2023-12-31 0 $0 -28,374
   TCTC HOLDINGS, LLC 514 *Closed 2023-12-31 0 $0 -323
   Sandbox Financial Partners LLC 100 *Closed 2024-03-31 0 $0 -2,919
   Portside Wealth Group LLC 382 *Closed 2024-03-31 0 $0 -3,582
   Rezny Wealth Management Inc. 24 *Closed 2024-03-31 0 $0 -275,513
  81 Records found
  1    
  Page 1 of 1
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