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 2,064 institutions that hold shares in the stock, with a total of 867 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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
325,003
shares
|
$8.85 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
325,000
shares
|
$8.85 Million
2.78% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
324,317
shares
|
$8.83 Million
4.13% of portfolio
|
Q4 2025
Reduced 7.25%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
323,939
shares
|
$8.82 Million
1.44% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
322,726
shares
|
$8.79 Million
2.29% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
320,635
shares
|
$8.73 Million
0.23% of portfolio
|
Q3 2025
Added 49.38%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
320,401
shares
|
$8.73 Million
14.72% of portfolio
|
Q3 2025
Reduced 11.41%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
319,061
shares
|
$8.69 Million
4.04% of portfolio
|
Q4 2025
Added 3.94%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
318,815
shares
|
$8.68 Million
0.62% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
317,820
shares
|
$8.66 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
316,781
shares
|
$8.63 Million
5.28% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
315,950
shares
|
$8.61 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
314,200
shares
|
$8.56 Million
0.02% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
310,895
shares
|
$8.47 Million
6.06% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
309,802
shares
|
$8.44 Million
0.11% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
309,460
shares
|
$8.43 Million
3.78% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
309,278
shares
|
$8.42 Million
4.92% of portfolio
|
Q4 2025
Added 3.23%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
308,820
shares
|
$8.41 Million
4.12% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
306,885
shares
|
$8.36 Million
1.17% of portfolio
|
Q4 2025
Reduced 17.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
306,706
shares
|
$8.35 Million
0.06% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 21, 2026 Q4 2025 |
306,674
shares
|
$8.35 Million
3.25% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
304,954
shares
|
$8.31 Million
0.99% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
303,503
shares
|
$8.27 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
300,925
shares
|
$8.2 Million
5.46% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
299,105
shares
|
$8.15 Million
2.19% of portfolio
|
Q3 2025
Added 6.14%
|
|