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 2,028 institutions that hold shares in the stock, with a total of 838 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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
97,716
shares
|
$2.6 Million
0.06% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
97,109
shares
|
$2.58 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
96,300
shares
|
$2.56 Million
5.74% of portfolio
|
Q4 2023
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
96,186
shares
|
$2.56 Million
1.3% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
96,113
shares
|
$2.55 Million
1.88% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
95,571
shares
|
$2.54 Million
0.37% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
95,351
shares
|
$2.53 Million
0.97% of portfolio
|
Q3 2025
Reduced 57.11%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
95,274
shares
|
$2.53 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
95,141
shares
|
$2.53 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
94,797
shares
|
$2.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
94,758
shares
|
$2.52 Million
0.1% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
94,646
shares
|
$2.51 Million
1.12% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
94,616
shares
|
$2.51 Million
0.1% of portfolio
|
Q2 2025
Reduced 40.9%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
94,194
shares
|
$2.5 Million
1.09% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
94,121
shares
|
$2.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
93,792
shares
|
$2.49 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
93,678
shares
|
$2.49 Million
1.25% of portfolio
|
Q3 2025
Added 51.94%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
93,510
shares
|
$2.48 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
92,780
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 43.15%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
92,766
shares
|
$2.46 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
92,659
shares
|
$2.46 Million
1.36% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
92,632
shares
|
$2.46 Million
1.19% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
92,418
shares
|
$2.46 Million
1.33% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
92,251
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
92,210
shares
|
$2.45 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.36%
|