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 |
|---|---|---|---|---|---|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
125,374
shares
|
$3.33 Million
6.82% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
124,416
shares
|
$3.31 Million
1.48% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
124,241
shares
|
$3.3 Million
0.11% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
123,593
shares
|
$3.28 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
122,334
shares
|
$3.25 Million
0.22% of portfolio
|
Q2 2025
Added 2244.46%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
122,287
shares
|
$3.25 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
121,602
shares
|
$3.23 Million
1.24% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
121,471
shares
|
$3.23 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
121,223
shares
|
$3.22 Million
2.29% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
120,855
shares
|
$3.21 Million
0.28% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
120,296
shares
|
$3.2 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
120,051
shares
|
$3.19 Million
2.3% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
119,562
shares
|
$3.18 Million
0.45% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
118,634
shares
|
$3.15 Million
0.98% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
118,621
shares
|
$3.15 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
118,469
shares
|
$3.15 Million
1.92% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
118,406
shares
|
$3.15 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
118,383
shares
|
$3.15 Million
12.85% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
118,254
shares
|
$3.14 Million
0.27% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
118,159
shares
|
$3.14 Million
0.64% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
118,123
shares
|
$3.14 Million
0.21% of portfolio
|
Q2 2025
Added 35.6%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
118,105
shares
|
$3.14 Million
2.69% of portfolio
|
Q1 2025
Added 179.86%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
118,068
shares
|
$3.14 Million
0.02% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
117,328
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
116,933
shares
|
$3.11 Million
2.68% of portfolio
|
Q1 2025
Reduced 10.15%
|