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 2,061 institutions that hold shares in the stock, with a total of 866 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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
233,675
shares
|
$6.37 Million
0.01% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
231,563
shares
|
$6.31 Million
0.75% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
230,786
shares
|
$6.29 Million
13.46% of portfolio
|
Q2 2022
New holding
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
230,440
shares
|
$6.28 Million
1.52% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
228,916
shares
|
$6.24 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
228,484
shares
|
$6.22 Million
0.3% of portfolio
|
Q3 2025
Added 69.89%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
228,026
shares
|
$6.21 Million
4.23% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Adams Asset Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
227,090
shares
|
$6.19 Million
0.96% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
227,027
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
225,723
shares
|
$6.15 Million
1.46% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
225,057
shares
|
$6.13 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
222,235
shares
|
$6.05 Million
2.58% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
222,227
shares
|
$6.05 Million
2.09% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
221,409
shares
|
$6.03 Million
2.62% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
220,012
shares
|
$5.99 Million
54.39% of portfolio
|
Q3 2023
Added 1790.14%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
219,680
shares
|
$5.98 Million
3.04% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
218,814
shares
|
$5.96 Million
0.63% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
218,699
shares
|
$5.96 Million
1.65% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
217,657
shares
|
$5.93 Million
1.5% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
217,602
shares
|
$5.93 Million
2.26% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
215,575
shares
|
$5.87 Million
1.94% of portfolio
|
Q3 2025
Reduced 43.7%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
214,820
shares
|
$5.85 Million
1.31% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
214,820
shares
|
$5.85 Million
0.95% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
213,940
shares
|
$5.83 Million
1.38% of portfolio
|
Q3 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
213,740
shares
|
$5.82 Million
0.36% of portfolio
|
Q3 2025
Reduced 18.61%
|
|