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 |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
362,097
shares
|
$9.62 Million
1.71% of portfolio
|
Q2 2025
Added 20.1%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
361,677
shares
|
$9.61 Million
15.9% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
361,627
shares
|
$9.61 Million
7.78% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
361,149
shares
|
$9.6 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
358,233
shares
|
$9.52 Million
5.51% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
358,145
shares
|
$9.52 Million
8.03% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
355,477
shares
|
$9.45 Million
0.18% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
355,192
shares
|
$9.44 Million
1.7% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
354,731
shares
|
$9.43 Million
0.99% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
352,345
shares
|
$9.36 Million
1.49% of portfolio
|
Q3 2025
Reduced 65.26%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
352,264
shares
|
$9.36 Million
7.75% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
352,264
shares
|
$9.36 Million
7.09% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
351,336
shares
|
$9.33 Million
0.13% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
350,729
shares
|
$9.32 Million
2.57% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
350,274
shares
|
$9.31 Million
1.62% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
349,671
shares
|
$9.29 Million
4.62% of portfolio
|
Q3 2025
Reduced 15.62%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
347,478
shares
|
$9.23 Million
0.89% of portfolio
|
Q2 2025
Reduced 56.83%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
346,271
shares
|
$9.2 Million
2.64% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
345,791
shares
|
$9.19 Million
3.92% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
343,117
shares
|
$9.12 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
342,695
shares
|
$9.11 Million
0.78% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
342,416
shares
|
$9.1 Million
0.83% of portfolio
|
Q2 2025
Added 33.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
342,213
shares
|
$9.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
341,675
shares
|
$9.08 Million
0.2% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
338,742
shares
|
$9 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.02%
|