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 2,023 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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
495,271
shares
|
$13.2 Million
0.09% of portfolio
|
Q2 2025
Added 161.92%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
491,318
shares
|
$13.1 Million
7.53% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
491,076
shares
|
$13 Million
6.18% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
487,631
shares
|
$13 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
485,603
shares
|
$12.9 Million
4.6% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
485,525
shares
|
$12.9 Million
4.78% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
482,648
shares
|
$12.8 Million
2.83% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
482,300
shares
|
$12.8 Million
3.51% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
478,107
shares
|
$12.7 Million
4.26% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
477,010
shares
|
$12.7 Million
3.78% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
474,307
shares
|
$12.6 Million
3.18% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
473,201
shares
|
$12.6 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
472,256
shares
|
$12.5 Million
1.32% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
471,907
shares
|
$12.5 Million
0.91% of portfolio
|
Q2 2025
Added 35.23%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
471,282
shares
|
$12.5 Million
0.3% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
471,123
shares
|
$12.5 Million
3.87% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
468,471
shares
|
$12.4 Million
2.81% of portfolio
|
Q3 2025
Reduced 66.13%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
465,630
shares
|
$12.4 Million
3.72% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
464,941
shares
|
$12.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
458,848
shares
|
$12.2 Million
0.25% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
457,715
shares
|
$12.2 Million
10.14% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
457,150
shares
|
$12.1 Million
4.52% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
454,206
shares
|
$12.1 Million
2.42% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
452,943
shares
|
$12 Million
5.9% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
450,103
shares
|
$12 Million
8.49% of portfolio
|
Q2 2022
Added 213.5%
|