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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,922,555
shares
|
$157 Million
3.94% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,891,102
shares
|
$157 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,651,066
shares
|
$150 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,566,702
shares
|
$148 Million
0.01% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,393,495
shares
|
$143 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
5,189,527
shares
|
$138 Million
16.56% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
4,904,608
shares
|
$130 Million
20.39% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,630,952
shares
|
$123 Million
0.23% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,376,728
shares
|
$116 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
3,987,951
shares
|
$106 Million
1.35% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,808,299
shares
|
$101 Million
0.38% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,761,756
shares
|
$99.9 Million
0.15% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,198,048
shares
|
$85 Million
3.11% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
3,122,121
shares
|
$83 Million
0.3% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
3,057,211
shares
|
$81.2 Million
6.13% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
3,046,323
shares
|
$80.9 Million
7.15% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,988,956
shares
|
$79.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
2,908,929
shares
|
$77.3 Million
8.44% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,798,648
shares
|
$74.4 Million
1.01% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,675,988
shares
|
$71.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,642,822
shares
|
$70.2 Million
6.9% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,539,554
shares
|
$67.5 Million
0.05% of portfolio
|
Q2 2025
Added 21.94%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,358,936
shares
|
$62.7 Million
7.03% of portfolio
|
Q3 2025
Reduced 29.01%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,345,429
shares
|
$62.3 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,315,151
shares
|
$61.5 Million
8.88% of portfolio
|
Q2 2025
Reduced 5.35%
|