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 |
|---|---|---|---|---|---|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
126,925
shares
|
$3.46 Million
2.01% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
125,858
shares
|
$3.43 Million
0.3% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
125,812
shares
|
$3.43 Million
0.51% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
125,374
shares
|
$3.42 Million
6.82% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
125,102
shares
|
$3.41 Million
2.25% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
123,700
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2025
Added 74.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
123,622
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 52.69%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
123,593
shares
|
$3.37 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
123,506
shares
|
$3.36 Million
0.51% of portfolio
|
Q4 2025
Reduced 12.31%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
123,185
shares
|
$3.36 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
122,789
shares
|
$3.34 Million
3.34% of portfolio
|
Q3 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
122,625
shares
|
$3.34 Million
1.64% of portfolio
|
Q4 2025
Added 32.69%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
122,334
shares
|
$3.33 Million
0.27% of portfolio
|
Q2 2025
Added 2244.46%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
122,060
shares
|
$3.32 Million
0.3% of portfolio
|
Q4 2025
Reduced 11.38%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
121,923
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
121,914
shares
|
$3.32 Million
1.62% of portfolio
|
Q4 2025
Reduced 4.39%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
121,602
shares
|
$3.31 Million
1.24% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
121,350
shares
|
$3.31 Million
0.18% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
121,223
shares
|
$3.3 Million
2.29% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
121,158
shares
|
$3.3 Million
2.11% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
121,023
shares
|
$3.3 Million
0.48% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
120,547
shares
|
$3.28 Million
0.62% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
119,445
shares
|
$3.25 Million
0.92% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
118,383
shares
|
$3.22 Million
12.85% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
118,007
shares
|
$3.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.52%
|
|