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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
132,586
shares
|
$3.52 Million
2.47% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
132,544
shares
|
$3.52 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.43%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
131,802
shares
|
$3.5 Million
1.06% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
131,700
shares
|
$3.5 Million
2.19% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
131,585
shares
|
$3.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 56.08%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
131,436
shares
|
$3.49 Million
0.23% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
131,432
shares
|
$3.49 Million
0.52% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
131,432
shares
|
$3.49 Million
0.52% of portfolio
|
Q2 2025
Added 67.14%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
130,995
shares
|
$3.48 Million
5.86% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
130,497
shares
|
$3.47 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
130,497
shares
|
$3.47 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
130,232
shares
|
$3.46 Million
0.16% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
129,988
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
129,200
shares
|
$3.43 Million
1.07% of portfolio
|
Q2 2023
Reduced 2.69%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
128,725
shares
|
$3.42 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
128,168
shares
|
$3.41 Million
1.13% of portfolio
|
Q3 2025
Added 20.86%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
127,571
shares
|
$3.39 Million
1.5% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
127,514
shares
|
$3.39 Million
1.95% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
127,448
shares
|
$3.39 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
127,244
shares
|
$3.38 Million
1.29% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
126,925
shares
|
$3.37 Million
2.01% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
126,532
shares
|
$3.36 Million
0.46% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
126,517
shares
|
$3.36 Million
1.05% of portfolio
|
Q2 2025
Reduced 14.25%
|