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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
280,030
shares
|
$7.44 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
279,479
shares
|
$7.43 Million
5.28% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
278,813
shares
|
$7.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
277,818
shares
|
$7.38 Million
4.68% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
277,768
shares
|
$7.38 Million
0.53% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
276,192
shares
|
$7.34 Million
2.29% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
275,257
shares
|
$7.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
274,296
shares
|
$7.29 Million
3.14% of portfolio
|
Q3 2025
Added 34.8%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
270,500
shares
|
$7.19 Million
0.02% of portfolio
|
Q2 2025
Added 38.56%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
268,422
shares
|
$7.13 Million
0.08% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
267,754
shares
|
$7.11 Million
2.24% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
266,708
shares
|
$7.09 Million
1.97% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
266,574
shares
|
$7.08 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
266,150
shares
|
$7.07 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
265,877
shares
|
$7.06 Million
0.21% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
263,600
shares
|
$7 Million
0.4% of portfolio
|
Q3 2025
Reduced 17.7%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
262,664
shares
|
$6.98 Million
5.49% of portfolio
|
Q3 2025
Added 45.92%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
262,619
shares
|
$6.98 Million
0.49% of portfolio
|
Q2 2025
Reduced 44.32%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
262,507
shares
|
$6.97 Million
3.12% of portfolio
|
Q2 2025
Added 34.21%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
262,493
shares
|
$6.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
262,398
shares
|
$6.97 Million
5.63% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
261,328
shares
|
$6.94 Million
0.0% of portfolio
|
Q2 2025
Added 115.37%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
260,392
shares
|
$6.92 Million
2.97% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
259,501
shares
|
$6.89 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
254,574
shares
|
$6.76 Million
1.35% of portfolio
|
Q3 2025
Added 4.22%
|