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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
111,216
shares
|
$2.96 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
111,076
shares
|
$2.95 Million
0.51% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
110,517
shares
|
$2.94 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
109,741
shares
|
$2.92 Million
1.23% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
109,574
shares
|
$2.91 Million
1.16% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
109,563
shares
|
$2.91 Million
2.24% of portfolio
|
Q3 2025
Added 40.19%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
109,280
shares
|
$2.9 Million
0.44% of portfolio
|
Q3 2025
Reduced 32.59%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
108,921
shares
|
$2.89 Million
2.48% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
108,375
shares
|
$2.88 Million
2.01% of portfolio
|
Q3 2025
Added 1168.29%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
108,313
shares
|
$2.88 Million
1.56% of portfolio
|
Q2 2025
Reduced 58.98%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
108,084
shares
|
$2.87 Million
2.13% of portfolio
|
Q2 2025
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
107,834
shares
|
$2.87 Million
1.1% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
107,785
shares
|
$2.86 Million
0.79% of portfolio
|
Q1 2025
Added 240.91%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
107,611
shares
|
$2.86 Million
0.96% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
106,524
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
105,959
shares
|
$2.82 Million
0.0% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
105,794
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
105,772
shares
|
$2.81 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
105,276
shares
|
$2.8 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
105,105
shares
|
$2.79 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
105,099
shares
|
$2.79 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
104,826
shares
|
$2.79 Million
0.11% of portfolio
|
Q2 2025
Added 37.11%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
104,662
shares
|
$2.78 Million
2.64% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
103,986
shares
|
$2.76 Million
1.91% of portfolio
|
Q2 2025
Added 1.5%
|