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 2,064 institutions that hold shares in the stock, with a total of 867 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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111,521
shares
|
$3.04 Million
3.35% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
111,076
shares
|
$3.03 Million
0.51% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
110,863
shares
|
$3.02 Million
0.61% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
110,651
shares
|
$3.01 Million
0.93% of portfolio
|
Q4 2025
Reduced 16.67%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
110,581
shares
|
$3.01 Million
0.48% of portfolio
|
Q3 2025
Reduced 48.64%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
110,478
shares
|
$3.01 Million
0.46% of portfolio
|
Q3 2025
Reduced 29.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
110,447
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
110,281
shares
|
$3 Million
0.42% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
109,574
shares
|
$2.98 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
|
$2.98 Million
2.24% of portfolio
|
Q3 2025
Added 40.19%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
109,280
shares
|
$2.98 Million
0.44% of portfolio
|
Q3 2025
Reduced 32.59%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
109,187
shares
|
$2.97 Million
0.5% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
108,807
shares
|
$2.96 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
108,753
shares
|
$2.96 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
108,375
shares
|
$2.95 Million
2.01% of portfolio
|
Q3 2025
Added 1168.29%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
107,995
shares
|
$2.94 Million
0.68% of portfolio
|
Q4 2025
Added 8.43%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
107,834
shares
|
$2.94 Million
1.1% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
106,344
shares
|
$2.9 Million
2.61% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
105,685
shares
|
$2.88 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
105,668
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
105,297
shares
|
$2.87 Million
0.88% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
105,276
shares
|
$2.87 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
105,105
shares
|
$2.86 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
104,934
shares
|
$2.86 Million
0.71% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
104,819
shares
|
$2.86 Million
0.89% of portfolio
|
Q3 2025
Reduced 8.79%
|
|