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 2,024 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 |
|---|---|---|---|---|---|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
182,657
shares
|
$4.85 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
182,260
shares
|
$4.84 Million
0.11% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
181,882
shares
|
$4.83 Million
2.97% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
181,466
shares
|
$4.82 Million
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
180,215
shares
|
$4.79 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
179,850
shares
|
$4.78 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
178,805
shares
|
$4.75 Million
25.13% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
178,228
shares
|
$4.74 Million
4.43% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
177,998
shares
|
$4.73 Million
0.15% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
177,671
shares
|
$4.72 Million
1.27% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
177,204
shares
|
$4.71 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
177,086
shares
|
$4.71 Million
0.16% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
176,892
shares
|
$4.7 Million
0.77% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
176,567
shares
|
$4.69 Million
1.68% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
175,635
shares
|
$4.67 Million
0.2% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
173,627
shares
|
$4.61 Million
0.15% of portfolio
|
Q4 2024
Added 198.63%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
173,419
shares
|
$4.61 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
173,024
shares
|
$4.6 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
172,558
shares
|
$4.58 Million
0.27% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
172,277
shares
|
$4.58 Million
1.67% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
172,115
shares
|
$4.57 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
171,917
shares
|
$4.57 Million
1.15% of portfolio
|
Q2 2025
Reduced 30.98%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
167,272
shares
|
$4.44 Million
2.19% of portfolio
|
Q2 2025
Added 1060.4%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
167,068
shares
|
$4.44 Million
2.15% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
166,142
shares
|
$4.41 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.57%
|