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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
92,108
shares
|
$2.45 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
92,094
shares
|
$2.45 Million
1.73% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
91,881
shares
|
$2.44 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
91,709
shares
|
$2.44 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
91,031
shares
|
$2.42 Million
0.51% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
90,989
shares
|
$2.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
90,741
shares
|
$2.41 Million
5.65% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
90,668
shares
|
$2.41 Million
3.91% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
90,242
shares
|
$2.4 Million
0.29% of portfolio
|
Q2 2025
Added 23.5%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
89,998
shares
|
$2.39 Million
2.75% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
89,993
shares
|
$2.39 Million
0.77% of portfolio
|
Q4 2024
Added 234.37%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
89,333
shares
|
$2.37 Million
0.11% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
89,111
shares
|
$2.37 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
88,763
shares
|
$2.36 Million
0.39% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
88,342
shares
|
$2.35 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
87,924
shares
|
$2.34 Million
2.05% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
87,579
shares
|
$2.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 92.62%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
87,272
shares
|
$2.32 Million
0.68% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
86,927
shares
|
$2.31 Million
1.08% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
86,668
shares
|
$2.3 Million
2.44% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
85,824
shares
|
$2.28 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
84,822
shares
|
$2.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
84,816
shares
|
$2.25 Million
1.32% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
84,752
shares
|
$2.25 Million
0.28% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
84,326
shares
|
$2.24 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.27%
|