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 |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
394,940
shares
|
$10.5 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
393,771
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 69.28%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
393,459
shares
|
$10.5 Million
4.19% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
388,722
shares
|
$10.3 Million
6.28% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
388,491
shares
|
$10.3 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
385,365
shares
|
$10.2 Million
2.81% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
384,102
shares
|
$10.2 Million
4.09% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
383,170
shares
|
$10.2 Million
6.5% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
382,918
shares
|
$10.2 Million
3.83% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
379,804
shares
|
$10.1 Million
4.48% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
377,573
shares
|
$10 Million
5.36% of portfolio
|
Q2 2025
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
377,049
shares
|
$10 Million
10.45% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
376,129
shares
|
$9.99 Million
6.96% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
374,351
shares
|
$9.95 Million
0.12% of portfolio
|
Q2 2025
Added 38.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
374,237
shares
|
$9.94 Million
0.13% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
370,610
shares
|
$9.85 Million
6.82% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
370,585
shares
|
$9.85 Million
1.57% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
368,518
shares
|
$9.79 Million
1.28% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
368,164
shares
|
$9.78 Million
7.64% of portfolio
|
Q2 2025
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
365,559
shares
|
$9.71 Million
3.35% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
365,550
shares
|
$9.71 Million
4.14% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
365,150
shares
|
$9.7 Million
0.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
363,323
shares
|
$9.65 Million
4.16% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
363,103
shares
|
$9.65 Million
3.94% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
362,794
shares
|
$9.64 Million
5.58% of portfolio
|
Q3 2025
Reduced 0.39%
|