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 |
|---|---|---|---|---|---|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
301,971
shares
|
$8.02 Million
4.55% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
301,786
shares
|
$8.02 Million
2.11% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
299,599
shares
|
$7.96 Million
4.72% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
298,599
shares
|
$7.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
298,067
shares
|
$7.92 Million
2.69% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
297,899
shares
|
$7.92 Million
0.41% of portfolio
|
Q3 2025
Reduced 34.88%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
296,379
shares
|
$7.87 Million
2.58% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
295,937
shares
|
$7.86 Million
3.12% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
293,843
shares
|
$7.81 Million
0.03% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
291,646
shares
|
$7.75 Million
5.86% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
290,490
shares
|
$7.72 Million
0.36% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
288,275
shares
|
$7.66 Million
2.35% of portfolio
|
Q3 2025
Added 36.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
287,871
shares
|
$7.65 Million
0.11% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
287,377
shares
|
$7.64 Million
1.92% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
285,502
shares
|
$7.59 Million
0.25% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
285,384
shares
|
$7.58 Million
0.98% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
285,193
shares
|
$7.58 Million
0.52% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
284,286
shares
|
$7.55 Million
5.38% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
283,444
shares
|
$7.53 Million
0.13% of portfolio
|
Q2 2023
Reduced 77.36%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
283,324
shares
|
$7.53 Million
1.19% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
282,642
shares
|
$7.51 Million
4.65% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
282,121
shares
|
$7.5 Million
0.47% of portfolio
|
Q3 2025
Added 401.37%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
281,793
shares
|
$7.49 Million
2.15% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
281,300
shares
|
$7.47 Million
5.56% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
280,579
shares
|
$7.45 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.27%
|