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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200,008
shares
|
$5.31 Million
0.56% of portfolio
|
Q2 2020
Added 0.23%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
199,997
shares
|
$5.31 Million
0.09% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
199,498
shares
|
$5.3 Million
1.94% of portfolio
|
Q3 2025
Reduced 31.29%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
199,021
shares
|
$5.29 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
198,638
shares
|
$5.28 Million
1.34% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
198,142
shares
|
$5.26 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
195,713
shares
|
$5.2 Million
2.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
193,724
shares
|
$5.15 Million
0.45% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
193,259
shares
|
$5.13 Million
0.93% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
192,302
shares
|
$5.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
192,281
shares
|
$5.11 Million
0.51% of portfolio
|
Q3 2025
Added 103.74%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
191,575
shares
|
$5.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
191,441
shares
|
$5.09 Million
1.8% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
190,458
shares
|
$5.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
189,823
shares
|
$5.04 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
188,474
shares
|
$5.01 Million
0.44% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
188,118
shares
|
$5 Million
2.72% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
187,625
shares
|
$4.99 Million
0.69% of portfolio
|
Q3 2025
Reduced 64.88%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
186,259
shares
|
$4.95 Million
0.23% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
185,794
shares
|
$4.94 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
185,522
shares
|
$4.93 Million
3.37% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
184,748
shares
|
$4.91 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
184,522
shares
|
$4.9 Million
0.19% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Exeter Financial, LLC
|
Oct 06, 2025 Q3 2025 |
183,512
shares
|
$4.88 Million
2.19% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
182,657
shares
|
$4.85 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.36%
|