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 2,061 institutions that hold shares in the stock, with a total of 866 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
140,233
shares
|
$3.82 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
139,595
shares
|
$3.8 Million
0.57% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
139,297
shares
|
$3.79 Million
1.91% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
139,266
shares
|
$3.79 Million
0.25% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
139,177
shares
|
$3.79 Million
0.36% of portfolio
|
Q4 2025
Reduced 2.61%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
138,572
shares
|
$3.77 Million
2.13% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
138,398
shares
|
$3.77 Million
0.37% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
138,351
shares
|
$3.77 Million
0.47% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
137,926
shares
|
$3.76 Million
1.39% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
137,704
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
137,450
shares
|
$3.74 Million
0.5% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
136,703
shares
|
$3.72 Million
1.57% of portfolio
|
Q4 2025
Added 24.53%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
136,698
shares
|
$3.72 Million
2.05% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
136,058
shares
|
$3.71 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
135,147
shares
|
$3.68 Million
0.82% of portfolio
|
Q3 2025
Reduced 21.39%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
134,964
shares
|
$3.68 Million
2.35% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
134,698
shares
|
$3.67 Million
2.85% of portfolio
|
Q4 2025
Added 170.95%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
134,610
shares
|
$3.67 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
134,585
shares
|
$3.67 Million
0.2% of portfolio
|
Q3 2025
Added 11831.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
134,503
shares
|
$3.66 Million
0.11% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
134,295
shares
|
$3.66 Million
0.57% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
133,859
shares
|
$3.65 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
133,800
shares
|
$3.64 Million
0.44% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
133,368
shares
|
$3.63 Million
1.05% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
133,008
shares
|
$3.62 Million
0.74% of portfolio
|
Q3 2025
Added 2.12%
|
|