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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
103,014
shares
|
$2.74 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
102,678
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
102,509
shares
|
$2.72 Million
0.5% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
102,159
shares
|
$2.71 Million
0.46% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
101,675
shares
|
$2.7 Million
0.76% of portfolio
|
Q2 2025
Reduced 39.67%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
101,559
shares
|
$2.7 Million
2.39% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
101,296
shares
|
$2.69 Million
0.81% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
100,908
shares
|
$2.68 Million
2.16% of portfolio
|
Q1 2025
Added 205.69%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
100,193
shares
|
$2.66 Million
4.19% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
100,149
shares
|
$2.66 Million
0.83% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
100,144
shares
|
$2.66 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
100,078
shares
|
$2.66 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
100,023
shares
|
$2.66 Million
1.77% of portfolio
|
Q4 2022
Added 13.77%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
99,858
shares
|
$2.65 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
99,691
shares
|
$2.65 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
99,602
shares
|
$2.65 Million
0.66% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
99,502
shares
|
$2.64 Million
0.15% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
99,273
shares
|
$2.64 Million
0.02% of portfolio
|
Q4 2024
Added 183.38%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
99,255
shares
|
$2.64 Million
1.95% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
99,248
shares
|
$2.64 Million
0.19% of portfolio
|
Q3 2025
Reduced 33.23%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
99,000
shares
|
$2.63 Million
0.07% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
98,986
shares
|
$2.63 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
98,770
shares
|
$2.62 Million
0.57% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
98,573
shares
|
$2.62 Million
2.08% of portfolio
|
Q2 2025
Added 19.36%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
97,742
shares
|
$2.6 Million
0.65% of portfolio
|
Q3 2025
Added 3.16%
|