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 2,056 institutions that hold shares in the stock, with a total of 872 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,192,181
shares
|
$59.7 Million
0.38% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
2,187,550
shares
|
$59.6 Million
0.39% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
2,168,356
shares
|
$59.1 Million
7.86% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,035,681
shares
|
$55.5 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Charles Schwab Trust Bank
Henderson, NV |
Oct 21, 2025 Q3 2025 |
2,017,759
shares
|
$55 Million
100.0% of portfolio
|
Q3 2025
Reduced 43.64%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
2,011,405
shares
|
$54.8 Million
9.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
1,990,249
shares
|
$54.2 Million
6.78% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,979,039
shares
|
$53.9 Million
8.46% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Nov 03, 2025 Q3 2025 |
1,963,280
shares
|
$53.5 Million
13.91% of portfolio
|
Q3 2025
Added 17.6%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,934,809
shares
|
$52.7 Million
7.27% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,916,926
shares
|
$52.2 Million
1.31% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,903,678
shares
|
$51.9 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,884,735
shares
|
$51.3 Million
3.32% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
1,883,413
shares
|
$51.3 Million
11.74% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
1,843,388
shares
|
$50.2 Million
10.24% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,832,143
shares
|
$49.9 Million
0.27% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
1,768,247
shares
|
$48.2 Million
15.36% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,729,288
shares
|
$47.1 Million
0.72% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
1,725,899
shares
|
$47 Million
19.67% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,708,261
shares
|
$46.5 Million
7.53% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,699,384
shares
|
$46.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,668,220
shares
|
$45.4 Million
0.4% of portfolio
|
Q3 2025
Added 21.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,667,785
shares
|
$45.4 Million
0.47% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
1,664,663
shares
|
$45.3 Million
17.09% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
1,648,581
shares
|
$44.9 Million
8.89% of portfolio
|
Q3 2025
Reduced 8.83%
|
|