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 2,022 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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,243,102
shares
|
$59.6 Million
0.06% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
2,187,550
shares
|
$58.1 Million
0.39% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,181,806
shares
|
$58 Million
0.29% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,143,256
shares
|
$56.9 Million
0.46% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,047,805
shares
|
$54.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Charles Schwab Trust Bank
Henderson, NV |
Oct 21, 2025 Q3 2025 |
2,017,759
shares
|
$53.6 Million
100.0% of portfolio
|
Q3 2025
Reduced 43.64%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
2,011,405
shares
|
$53.4 Million
9.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
1,990,249
shares
|
$52.9 Million
6.78% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,973,901
shares
|
$52.4 Million
8.64% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,915,554
shares
|
$50.9 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,903,535
shares
|
$50.6 Million
1.41% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
1,901,560
shares
|
$50.5 Million
0.44% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
1,883,413
shares
|
$50 Million
11.74% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,869,995
shares
|
$49.7 Million
0.11% of portfolio
|
Q2 2025
Added 50.23%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
1,843,388
shares
|
$49 Million
10.24% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,830,412
shares
|
$48.6 Million
0.28% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,825,823
shares
|
$48.5 Million
3.54% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,816,341
shares
|
$48.3 Million
7.64% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,808,322
shares
|
$48 Million
9.86% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
1,739,213
shares
|
$46.2 Million
16.69% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,713,040
shares
|
$45.5 Million
0.75% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jul 23, 2025 Q2 2025 |
1,669,463
shares
|
$44.4 Million
14.19% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
1,650,384
shares
|
$43.9 Million
19.92% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
1,643,783
shares
|
$43.7 Million
28.84% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
1,639,370
shares
|
$43.6 Million
15.64% of portfolio
|
Q2 2025
Added 3.75%
|