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 866 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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
99,255
shares
|
$2.7 Million
1.95% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
99,248
shares
|
$2.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 33.23%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
99,000
shares
|
$2.7 Million
0.07% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
97,982
shares
|
$2.67 Million
0.25% of portfolio
|
Q4 2025
Reduced 7.58%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
97,346
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
97,242
shares
|
$2.65 Million
0.26% of portfolio
|
Q4 2025
Added 2.17%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
97,065
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
96,538
shares
|
$2.63 Million
5.46% of portfolio
|
Q4 2025
Added 6.39%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 12, 2026 Q4 2025 |
96,458
shares
|
$2.63 Million
2.2% of portfolio
|
Q4 2025
Added 9.71%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
96,300
shares
|
$2.62 Million
5.74% of portfolio
|
Q4 2023
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
96,186
shares
|
$2.62 Million
1.3% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
95,410
shares
|
$2.6 Million
0.58% of portfolio
|
Q4 2025
Reduced 2.39%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
95,351
shares
|
$2.6 Million
0.97% of portfolio
|
Q3 2025
Reduced 57.11%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
95,070
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
94,945
shares
|
$2.59 Million
0.32% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
94,646
shares
|
$2.58 Million
1.12% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jan 13, 2026 Q4 2025 |
94,611
shares
|
$2.58 Million
1.68% of portfolio
|
Q4 2025
Reduced 4.47%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
94,483
shares
|
$2.57 Million
0.16% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
94,116
shares
|
$2.56 Million
3.67% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
93,792
shares
|
$2.55 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
93,678
shares
|
$2.55 Million
1.25% of portfolio
|
Q3 2025
Added 51.94%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
93,510
shares
|
$2.55 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
93,110
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
92,210
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
91,707
shares
|
$2.5 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.0%
|
|