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 2,022 institutions that hold shares in the stock, with a total of 839 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
542,570
shares
|
$14.4 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
537,919
shares
|
$14.3 Million
8.45% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
536,291
shares
|
$14.2 Million
0.27% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
535,985
shares
|
$14.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
534,911
shares
|
$14.2 Million
0.07% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
534,302
shares
|
$14.2 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
534,058
shares
|
$14.2 Million
8.53% of portfolio
|
Q2 2025
Added 28.33%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
531,741
shares
|
$14.1 Million
7.99% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
531,329
shares
|
$14.1 Million
2.06% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
528,070
shares
|
$14 Million
1.05% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
527,677
shares
|
$14 Million
1.27% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
518,741
shares
|
$13.8 Million
4.01% of portfolio
|
Q2 2025
Added 17.63%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
518,695
shares
|
$13.8 Million
4.74% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
515,968
shares
|
$13.7 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
515,904
shares
|
$13.7 Million
7.19% of portfolio
|
Q2 2025
Added 30.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
515,366
shares
|
$13.7 Million
0.62% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
511,699
shares
|
$13.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 33.79%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
511,354
shares
|
$13.6 Million
6.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
507,927
shares
|
$13.5 Million
0.14% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
506,146
shares
|
$13.4 Million
6.64% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
503,409
shares
|
$13.4 Million
2.57% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
503,342
shares
|
$13.4 Million
10.94% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
500,869
shares
|
$13.3 Million
7.46% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
498,216
shares
|
$13.2 Million
3.7% of portfolio
|
Q2 2025
Added 31.21%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
498,212
shares
|
$13.2 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.94%
|