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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
219,719
shares
|
$5.84 Million
0.58% of portfolio
|
Q2 2025
Added 29.28%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
219,680
shares
|
$5.84 Million
3.04% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
218,814
shares
|
$5.81 Million
0.66% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
218,598
shares
|
$5.81 Million
2.99% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
218,227
shares
|
$5.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
217,126
shares
|
$5.77 Million
0.81% of portfolio
|
Q3 2025
Reduced 29.28%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
215,465
shares
|
$5.72 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
215,311
shares
|
$5.72 Million
0.74% of portfolio
|
Q2 2025
Added 174.58%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
214,820
shares
|
$5.71 Million
0.95% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
214,643
shares
|
$5.7 Million
0.18% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
212,732
shares
|
$5.65 Million
0.98% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
212,686
shares
|
$5.65 Million
1.76% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
212,221
shares
|
$5.64 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
211,600
shares
|
$5.62 Million
0.0% of portfolio
|
Q3 2025
Added 110.55%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
210,171
shares
|
$5.58 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
210,039
shares
|
$5.58 Million
0.21% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
209,795
shares
|
$5.57 Million
1.44% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
209,644
shares
|
$5.57 Million
4.13% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
208,034
shares
|
$5.53 Million
2.94% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
206,721
shares
|
$5.49 Million
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
204,806
shares
|
$5.44 Million
0.63% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Aug 13, 2025 Q2 2025 |
204,700
shares
|
$5.44 Million
1.62% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
204,016
shares
|
$5.42 Million
1.18% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
203,496
shares
|
$5.41 Million
4.92% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
203,049
shares
|
$5.4 Million
2.37% of portfolio
|
Q3 2024
Added 28.03%
|