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NYSEARCA:SCHD

Schwab US Dividend Equity ETF Institutional Ownership

$55.51
-0.01 (-0.02 %)
(As of 10/30/2020 12:00 AM ET)
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Today's Range
$54.68
Now: $55.51
$55.56
50-Day Range
$53.53
MA: $56.75
$58.85
52-Week Range
$38.83
Now: $55.51
$59.56
Volume2.13 million shs
Average Volume2.02 million shs
Market Capitalization$12.88 billion
P/E RatioN/A
Dividend Yield3.41%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

 

Institutional Buying and Selling by Quarter


Schwab US Dividend Equity ETF (NYSEARCA SCHD) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
10/30/2020WealthShield Partners LLC4,386$0.24M0.1%N/A0.002%
10/30/2020R. W. Roge & Company Inc.7,406$0.44M0.3%-6.7%0.003%
10/30/2020LifePlan Financial Group Inc14,283$0.79M0.3%+22.7%0.006%
10/30/2020Stearns Financial Services Group16,655$0.92M0.1%-2.0%0.007%
10/30/2020Grandview Asset Management LLC5,638$0.31M0.3%N/A0.002%
10/30/2020Sage Advisory Services Ltd.Co.59,207$3.27M1.1%+1.0%0.026%
10/30/2020Spotlight Asset Group Inc.5,084$0.28M0.1%N/A0.002%
10/30/2020Madden Advisory Services Inc.5,612$0.31M0.3%-19.8%0.002%
10/30/2020Jacobi Capital Management LLC3,720$0.21M0.0%+23.1%0.002%
10/30/2020Steward Partners Investment Advisory LLC15,548$0.86M0.0%+69.9%0.007%
10/30/2020Opus Capital Group LLC5,853$0.32M0.1%-10.5%0.003%
10/29/2020NBT Bank N A NY119,119$6.59M1.1%+8.6%0.051%
10/29/2020Fundamentun LLC197,823$10.94M4.0%-0.4%0.085%
10/29/2020Pinnacle Wealth Management Advisory Group LLC47,026$2.60M0.9%+587.1%0.020%
10/29/2020Stratos Wealth Partners LTD.28,352$1.57M0.1%+4.7%0.012%
10/29/2020Capital Investment Advisors LLC25,851$1.43M0.1%-2.1%0.011%
10/29/2020IFP Advisors Inc53,863$2.98M0.2%-7.7%0.023%
10/29/2020Manning & Napier Group LLC167,734$9.28M0.1%+9.6%0.072%
10/29/2020Keybank National Association OH580,947$32.13M0.2%+6.5%0.251%
10/29/2020Kanawha Capital Management LLC7,499$0.42M0.0%+62.6%0.003%
10/29/2020Smithbridge Asset Management Inc. DE92,816$5.13M2.7%+4.2%0.040%
10/29/2020Mengis Capital Management Inc.5,858$0.32M0.1%+3.6%0.003%
10/29/2020Smart Money Group LLC14,132$0.78M0.3%-12.2%0.006%
10/29/2020LVW Advisors LLC187,243$10.36M2.3%+29.3%0.081%
10/29/2020Genesee Capital Advisors LLC24,468$1.35M1.1%+36.1%0.011%
10/28/2020Thoroughbred Financial Services LLC29,637$1.64M0.6%-2.4%0.013%
10/28/2020AlphaStar Capital Management LLC9,935$0.58M0.1%-18.7%0.004%
10/28/2020Soltis Investment Advisors LLC126,618$7M1.6%-11.4%0.055%
10/28/2020DDD Partners LLC5,160$0.29M0.1%N/A0.002%
10/28/2020Cozad Asset Management Inc.70,223$3.88M0.7%+6.3%0.030%
10/28/2020Wealthstreet Investment Advisors LLC16,253$0.90M0.1%N/A0.007%
10/28/2020Honkamp Krueger Financial Services Inc.3,826,978$211.63M11.2%-1.8%1.658%
10/28/2020Eagle Ridge Investment Management10,417$0.58M0.1%N/A0.005%
10/28/2020Guyasuta Investment Advisors Inc.18,114$1M0.1%+28.8%0.008%
10/28/2020Gunma Bank Ltd.85,500$4.73M3.7%N/A0.037%
10/27/2020Hurlow Wealth Management Group Inc.3,726$0.21M0.2%-27.4%0.002%
10/27/2020Dynamic Advisor Solutions LLC10,224$0.57M0.1%N/A0.004%
10/27/2020Western Wealth Management LLC23,820$1.32M0.2%+5.0%0.010%
10/27/2020Adams Chetwood Wealth Management LLC156,565$8.66M8.3%+3.4%0.068%
10/27/2020CVA Family Office LLC165,127$9.13M6.6%+3.3%0.072%
10/27/2020Marquette Asset Management LLC207,560$11.48M3.2%+277.1%0.090%
10/27/2020Parallel Advisors LLC1,382$76K0.0%+15.6%0.001%
10/27/2020Scott & Selber Inc.37,265$2.06M0.9%+3.8%0.016%
10/27/2020WBH Advisory Inc.29,705$1.64M0.3%+8.1%0.013%
10/27/2020Blue Chip Partners Inc.8,309$0.46M0.1%+5.8%0.004%
10/27/2020Milestone Advisory Partners315,470$17.45M10.9%-2.5%0.137%
10/27/2020Leavell Investment Management Inc.125,988$6.97M0.6%+1.1%0.055%
10/27/2020Strategic Blueprint LLC7,578$0.42M0.1%+5.6%0.003%
10/27/2020SVA Wealth Management LLC122,911$6.80M0.7%+7.2%0.053%
10/26/2020Naples Global Advisors LLC25,875$1.43M0.3%-0.9%0.011%
10/26/2020ProVise Management Group LLC259,010$14.32M1.9%-10.3%0.112%
10/26/2020Integrated Investment Consultants LLC5,923$0.33M0.2%N/A0.003%
10/26/2020Vista Wealth Management Group LLC3,698$0.20M0.2%N/A0.002%
10/26/2020Aurora Private Wealth Inc.340,015$18.80M8.0%+43.3%0.147%
10/26/2020Sheets Smith Wealth Management80,421$4.45M0.8%-8.9%0.035%
10/26/2020Sage Financial Group Inc.20,104$1.11M0.2%-7.0%0.009%
10/26/2020Ellevest Inc.4,941$0.27M0.0%+9.8%0.002%
10/26/2020Strategic Family Wealth Counselors L.L.C.82,840$4.58M2.6%+4.1%0.036%
10/26/2020Mayfair Advisory Group LLC73,557$4.07M10.5%+2.0%0.032%
10/26/2020NewFocus Financial Group LLC93,059$5.15M1.7%+20.7%0.040%
10/23/2020Pinnacle Associates Ltd.142,313$7.87M0.2%+151.2%0.062%
10/23/2020Sequoia Financial Advisors LLC19,755$1.09M0.1%+20.3%0.009%
10/23/2020FLC Capital Advisors95,610$5.56M2.0%-38.3%0.041%
10/23/2020Keating Investment Counselors Inc.25,831$1.43M0.7%+10.1%0.011%
10/23/2020Blue Bell Private Wealth Management LLC18,777$1.04M0.4%-2.8%0.008%
10/23/2020Atlas Capital Advisors LLC13,860$0.77M0.2%-18.9%0.006%
10/23/2020Hudock Inc.12,410$0.69M0.3%+6.5%0.005%
10/23/2020BCS Wealth Management144,192$7.97M4.5%+3.0%0.063%
10/23/2020Kiley Juergens Wealth Management LLC47,520$2.63M1.9%+12.7%0.021%
10/23/2020Broadleaf Partners LLC47,079$2.60M1.1%+1.7%0.020%
10/23/2020Patriot Investment Management Inc.90,866$5.02M0.6%-0.2%0.040%
10/22/2020Obermeyer Wood Investment Counsel Lllp4,475$0.25M0.0%-34.9%0.002%
10/22/2020GW Henssler & Associates Ltd.5,989$0.33M0.0%-15.8%0.003%
10/22/2020Pacific Wealth Strategies Group Inc.38,031$2.10M1.1%-2.6%0.017%
10/22/2020AMG National Trust Bank25,614$1.42M0.1%-20.9%0.011%
10/22/2020First National Corp MA ADV155,640$0.12M0.0%+2.3%0.068%
10/22/2020SevenBridge Financial Group LLC96,427$5.33M2.4%+3.7%0.042%
10/22/2020NEXT Financial Group Inc16,454$0.91M0.1%+1.8%0.007%
10/22/2020D. B. Root & Company LLC68,482$3.79M1.5%+1.4%0.030%
10/21/2020Spreng Capital Management Inc.43,616$2.41M2.3%-3.1%0.019%
10/21/2020Great Valley Advisor Group Inc.7,958$0.44M0.1%-20.5%0.003%
10/21/2020Financial Sense Advisors Inc.6,009$0.33M0.1%-9.5%0.003%
10/21/2020Transform Wealth LLC11,362$0.63M0.1%-14.5%0.005%
10/21/2020First Heartland Consultants Inc.3,620$0.20M0.0%-33.6%0.002%
10/21/2020Strategic Wealth Management Group LLC795,150$43.97M21.4%-5.6%0.346%
10/21/2020Rocky Mountain Advisers LLC38,397$2.12M4.1%+8.1%0.017%
10/21/2020Northwest Investment Counselors LLC79,869$4.42M1.5%+7.1%0.035%
10/21/2020Demars Financial Group LLC9,228$0.51M0.4%+8.8%0.004%
10/21/2020Sharkey Howes & Javer48,381$2.68M1.0%-32.6%0.021%
10/21/2020Gradient Capital Advisors LLC8,465$0.47M0.3%+7.2%0.004%
10/21/2020LifeSteps Financial Inc.12,247$0.68M0.7%-1.5%0.005%
10/20/2020Livingston Group Asset Management CO operating as Southport Capital Management32,201$1.78M0.7%+3.7%0.014%
10/20/2020Financial Consulate Inc.23,064$1.28M0.6%-4.8%0.010%
10/20/2020Nelson Van Denburg & Campbell Wealth Management Group LLC13,198$0.73M0.1%+12.9%0.006%
10/20/2020BLB&B Advisors LLC3,690$0.20M0.0%N/A0.002%
10/20/2020RHS Financial LLC12,628$0.70M0.7%N/A0.005%
10/20/2020TAP Consulting LLC16,016$0.89M0.3%+231.3%0.007%
10/20/2020Investors Research Corp5,379$0.30M0.1%N/A0.002%
10/20/2020Abbrea Capital LLC22,300$1.23M0.3%-5.8%0.010%
10/20/2020Bartlett & Co. LLC13,239$0.73M0.0%-2.7%0.006%
(Data available from 1/1/2016 forward)
This page was last updated on 10/31/2020 by MarketBeat.com Staff

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