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 2,063 institutions that hold shares in the stock, with a total of 866 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
388,009
shares
|
$10.6 Million
3.93% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
385,365
shares
|
$10.5 Million
2.81% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
385,136
shares
|
$10.5 Million
5.53% of portfolio
|
Q4 2025
Added 7.51%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 21, 2026 Q4 2025 |
383,354
shares
|
$10.4 Million
1.34% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
382,259
shares
|
$10.4 Million
1.63% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
381,493
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Winthrop Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
380,637
shares
|
$10.4 Million
0.89% of portfolio
|
Q4 2025
Added 5.4%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
380,203
shares
|
$10.4 Million
3.62% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
377,049
shares
|
$10.3 Million
10.45% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
375,973
shares
|
$10.2 Million
4.0% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
375,591
shares
|
$10.2 Million
7.11% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
373,926
shares
|
$10.2 Million
0.77% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
371,725
shares
|
$10.1 Million
4.49% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
370,610
shares
|
$10.1 Million
6.82% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
366,798
shares
|
$9.99 Million
0.88% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
365,559
shares
|
$9.96 Million
3.35% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
365,550
shares
|
$9.96 Million
4.14% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
365,292
shares
|
$9.95 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
363,323
shares
|
$9.9 Million
4.16% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
362,691
shares
|
$9.88 Million
1.25% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
361,627
shares
|
$9.85 Million
7.78% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
358,145
shares
|
$9.76 Million
8.03% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
356,519
shares
|
$9.71 Million
2.47% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
354,882
shares
|
$9.67 Million
0.1% of portfolio
|
Q3 2025
Reduced 60.84%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
352,345
shares
|
$9.6 Million
1.49% of portfolio
|
Q3 2025
Reduced 65.26%
|
|