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 2,061 institutions that hold shares in the stock, with a total of 865 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 |
|---|---|---|---|---|---|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
104,612
shares
|
$2.85 Million
0.41% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
104,592
shares
|
$2.85 Million
0.31% of portfolio
|
Q4 2025
Reduced 5.87%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
104,155
shares
|
$2.84 Million
0.12% of portfolio
|
Q4 2025
Added 53.3%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
103,806
shares
|
$2.83 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
103,404
shares
|
$2.82 Million
0.79% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
103,014
shares
|
$2.81 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
102,924
shares
|
$2.8 Million
0.49% of portfolio
|
Q4 2025
Added 5.99%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
102,763
shares
|
$2.8 Million
2.36% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
102,549
shares
|
$2.79 Million
0.58% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
102,509
shares
|
$2.79 Million
0.5% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Dec 08, 2025 Q3 2025 |
101,865
shares
|
$2.77 Million
1.46% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
101,860
shares
|
$2.77 Million
0.8% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
101,635
shares
|
$2.77 Million
1.06% of portfolio
|
Q3 2025
Reduced 80.97%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
100,978
shares
|
$2.75 Million
0.62% of portfolio
|
Q4 2025
Added 11.84%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
100,908
shares
|
$2.75 Million
2.16% of portfolio
|
Q1 2025
Added 205.69%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
100,891
shares
|
$2.75 Million
0.58% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
100,839
shares
|
$2.75 Million
0.83% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
100,825
shares
|
$2.75 Million
0.73% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
100,530
shares
|
$2.74 Million
0.84% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
100,193
shares
|
$2.73 Million
4.19% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
100,079
shares
|
$2.73 Million
2.03% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
100,023
shares
|
$2.72 Million
1.77% of portfolio
|
Q4 2022
Added 13.77%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
99,978
shares
|
$2.72 Million
0.31% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
99,717
shares
|
$2.72 Million
0.1% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
99,354
shares
|
$2.71 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.5%
|
|