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 |
|---|---|---|---|---|---|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
450,103
shares
|
$12 Million
8.49% of portfolio
|
Q2 2022
Added 213.5%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
446,621
shares
|
$11.9 Million
6.96% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
443,402
shares
|
$11.8 Million
4.69% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
441,825
shares
|
$11.7 Million
0.28% of portfolio
|
Q2 2025
Added 39.41%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
441,394
shares
|
$11.7 Million
3.15% of portfolio
|
Q4 2024
Added 234.4%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
439,724
shares
|
$11.7 Million
0.33% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
433,509
shares
|
$11.5 Million
8.41% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
432,675
shares
|
$11.5 Million
1.51% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
431,559
shares
|
$11.5 Million
4.68% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
428,343
shares
|
$11.4 Million
1.06% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
424,709
shares
|
$11.3 Million
0.41% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
422,330
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 58.23%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
420,814
shares
|
$11.2 Million
0.96% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
419,586
shares
|
$11.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
418,690
shares
|
$11.1 Million
4.32% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
413,874
shares
|
$11 Million
20.21% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
413,294
shares
|
$11 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
407,064
shares
|
$10.8 Million
0.34% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
406,202
shares
|
$10.8 Million
2.29% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
405,956
shares
|
$10.8 Million
0.81% of portfolio
|
Q3 2025
Reduced 58.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
405,457
shares
|
$10.8 Million
0.25% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
403,723
shares
|
$10.7 Million
0.77% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
403,681
shares
|
$10.7 Million
0.43% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
398,292
shares
|
$10.6 Million
0.13% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
395,713
shares
|
$10.5 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.19%
|