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 |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
165,682
shares
|
$4.4 Million
0.22% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
165,622
shares
|
$4.4 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
165,512
shares
|
$4.4 Million
0.04% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
165,418
shares
|
$4.4 Million
2.64% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
164,581
shares
|
$4.37 Million
0.88% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
164,191
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
163,836
shares
|
$4.35 Million
1.31% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
163,687
shares
|
$4.35 Million
0.14% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
160,949
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
159,895
shares
|
$4.25 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
159,875
shares
|
$4.25 Million
4.19% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
159,027
shares
|
$4.23 Million
0.14% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
158,591
shares
|
$4.21 Million
0.06% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
158,540
shares
|
$4.21 Million
1.27% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
158,393
shares
|
$4.21 Million
3.28% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
157,990
shares
|
$4.2 Million
2.25% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
157,456
shares
|
$4.18 Million
0.08% of portfolio
|
Q2 2025
Added 76.78%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
157,008
shares
|
$4.17 Million
1.38% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
156,452
shares
|
$4.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
156,224
shares
|
$4.15 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
155,354
shares
|
$4.13 Million
0.31% of portfolio
|
Q3 2025
Reduced 40.95%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
155,239
shares
|
$4.12 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
154,097
shares
|
$4.09 Million
0.78% of portfolio
|
Q4 2024
Added 204.4%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
152,115
shares
|
$4.04 Million
2.46% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jul 25, 2025 Q2 2025 |
150,769
shares
|
$4.01 Million
2.23% of portfolio
|
Q2 2025
Added 4.86%
|