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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
150,467
shares
|
$4 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
149,416
shares
|
$3.97 Million
0.46% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
149,066
shares
|
$3.96 Million
2.85% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
148,703
shares
|
$3.95 Million
1.88% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
148,141
shares
|
$3.94 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
147,985
shares
|
$3.93 Million
1.02% of portfolio
|
Q2 2025
Added 306.07%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
147,926
shares
|
$3.93 Million
2.36% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
146,342
shares
|
$3.89 Million
0.1% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
146,084
shares
|
$3.88 Million
3.03% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
145,011
shares
|
$3.85 Million
0.57% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
144,688
shares
|
$3.84 Million
1.87% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
144,612
shares
|
$3.84 Million
1.1% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
144,177
shares
|
$3.83 Million
0.25% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
143,973
shares
|
$3.83 Million
0.06% of portfolio
|
Q2 2025
Reduced 77.61%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
143,924
shares
|
$3.82 Million
3.57% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
143,304
shares
|
$3.81 Million
1.75% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
143,110
shares
|
$3.8 Million
3.75% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
143,050
shares
|
$3.8 Million
0.41% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
142,904
shares
|
$3.8 Million
0.38% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
142,657
shares
|
$3.79 Million
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
142,530
shares
|
$3.79 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
142,223
shares
|
$3.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 20.82%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
141,965
shares
|
$3.77 Million
1.05% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
141,206
shares
|
$3.75 Million
1.5% of portfolio
|
Q2 2025
Added 43.01%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
140,578
shares
|
$3.74 Million
0.37% of portfolio
|
Q2 2025
Reduced 14.71%
|