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 |
|---|---|---|---|---|---|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
239,118
shares
|
$6.35 Million
0.22% of portfolio
|
Q1 2024
Added 10.1%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
235,394
shares
|
$6.25 Million
0.34% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
235,377
shares
|
$6.25 Million
0.19% of portfolio
|
Q2 2025
Reduced 32.72%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
234,460
shares
|
$6.23 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
234,120
shares
|
$6.22 Million
4.65% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
234,041
shares
|
$6.22 Million
4.79% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
233,831
shares
|
$6.21 Million
4.66% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
232,664
shares
|
$6.18 Million
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
231,589
shares
|
$6.15 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
231,563
shares
|
$6.15 Million
0.75% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
231,152
shares
|
$6.14 Million
0.16% of portfolio
|
Q2 2025
Added 19.62%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
230,786
shares
|
$6.13 Million
13.46% of portfolio
|
Q2 2022
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
228,522
shares
|
$6.07 Million
0.04% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
228,501
shares
|
$6.07 Million
5.16% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
226,591
shares
|
$6.02 Million
1.82% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
225,723
shares
|
$6 Million
1.46% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
225,714
shares
|
$6 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
225,057
shares
|
$5.98 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
224,572
shares
|
$5.97 Million
1.49% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
222,235
shares
|
$5.9 Million
2.58% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
221,614
shares
|
$5.89 Million
1.21% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
221,409
shares
|
$5.88 Million
2.62% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
220,818
shares
|
$5.87 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
220,727
shares
|
$5.86 Million
2.53% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
220,012
shares
|
$5.85 Million
54.39% of portfolio
|
Q3 2023
Added 1790.14%
|