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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
140,233
shares
|
$3.73 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
139,723
shares
|
$3.71 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
139,595
shares
|
$3.71 Million
0.57% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
138,572
shares
|
$3.68 Million
2.13% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
138,377
shares
|
$3.68 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
138,351
shares
|
$3.68 Million
0.47% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
137,926
shares
|
$3.66 Million
1.39% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
137,617
shares
|
$3.66 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
136,698
shares
|
$3.63 Million
2.05% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
136,591
shares
|
$3.63 Million
0.26% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
136,499
shares
|
$3.63 Million
0.22% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
136,376
shares
|
$3.62 Million
2.88% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
136,333
shares
|
$3.62 Million
0.65% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
136,147
shares
|
$3.62 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
136,058
shares
|
$3.62 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
135,669
shares
|
$3.6 Million
1.96% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
134,972
shares
|
$3.59 Million
1.01% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
134,947
shares
|
$3.59 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
134,610
shares
|
$3.58 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
134,491
shares
|
$3.57 Million
0.19% of portfolio
|
Q2 2025
Added 151.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
134,251
shares
|
$3.57 Million
0.18% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
133,839
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
133,800
shares
|
$3.56 Million
0.44% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
133,249
shares
|
$3.54 Million
0.06% of portfolio
|
Q2 2025
Added 62.21%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
133,008
shares
|
$3.53 Million
0.74% of portfolio
|
Q3 2025
Added 2.12%
|