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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
116,816
shares
|
$3.1 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
116,195
shares
|
$3.09 Million
3.23% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
115,846
shares
|
$3.08 Million
0.29% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
115,781
shares
|
$3.08 Million
0.5% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
115,769
shares
|
$3.08 Million
1.17% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
115,603
shares
|
$3.07 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
114,917
shares
|
$3.05 Million
1.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
114,738
shares
|
$3.05 Million
1.78% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
114,440
shares
|
$3.04 Million
2.01% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
114,066
shares
|
$3.03 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
113,960
shares
|
$3.03 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
113,580
shares
|
$3.02 Million
0.19% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
113,542
shares
|
$3.02 Million
3.45% of portfolio
|
Q3 2025
Reduced 52.06%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
113,079
shares
|
$3 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
112,837
shares
|
$3 Million
0.34% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
112,768
shares
|
$3 Million
0.12% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
112,453
shares
|
$2.99 Million
1.01% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
112,413
shares
|
$2.99 Million
1.98% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
112,376
shares
|
$2.99 Million
4.56% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
112,330
shares
|
$2.98 Million
0.27% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
111,686
shares
|
$2.97 Million
0.11% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
111,646
shares
|
$2.97 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
111,533
shares
|
$2.96 Million
0.78% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111,521
shares
|
$2.96 Million
3.35% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
111,265
shares
|
$2.96 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.34%
|