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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
338,027
shares
|
$8.98 Million
0.62% of portfolio
|
Q3 2025
Reduced 92.59%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
337,857
shares
|
$8.98 Million
1.17% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
336,895
shares
|
$8.95 Million
3.72% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
336,269
shares
|
$8.93 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
334,226
shares
|
$8.88 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
331,969
shares
|
$8.82 Million
0.48% of portfolio
|
Q4 2024
Added 201.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
328,817
shares
|
$8.74 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
325,000
shares
|
$8.64 Million
2.81% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
322,743
shares
|
$8.58 Million
1.65% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
321,159
shares
|
$8.53 Million
0.65% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
321,104
shares
|
$8.53 Million
0.07% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
318,606
shares
|
$8.47 Million
6.65% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
317,820
shares
|
$8.44 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
316,781
shares
|
$8.42 Million
5.28% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
315,782
shares
|
$8.39 Million
0.71% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
314,912
shares
|
$8.37 Million
0.57% of portfolio
|
Q2 2025
Added 50.12%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
309,925
shares
|
$8.23 Million
2.31% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
309,609
shares
|
$8.23 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
309,512
shares
|
$8.22 Million
0.98% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
309,460
shares
|
$8.22 Million
3.78% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
308,820
shares
|
$8.21 Million
4.12% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
306,977
shares
|
$8.16 Million
3.6% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
306,235
shares
|
$8.14 Million
3.74% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
302,698
shares
|
$8.04 Million
3.74% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
302,057
shares
|
$8.03 Million
3.71% of portfolio
|
Q2 2025
Added 1.65%
|