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 |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
83,666
shares
|
$2.22 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
83,629
shares
|
$2.22 Million
0.17% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
83,435
shares
|
$2.22 Million
0.25% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
83,321
shares
|
$2.21 Million
1.55% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
82,912
shares
|
$2.2 Million
1.3% of portfolio
|
Q2 2025
Reduced 24.77%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
82,803
shares
|
$2.2 Million
0.66% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
82,671
shares
|
$2.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
82,452
shares
|
$2.19 Million
0.51% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
82,331
shares
|
$2.19 Million
1.77% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
81,959
shares
|
$2.18 Million
1.69% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
81,459
shares
|
$2.16 Million
0.09% of portfolio
|
Q2 2025
Added 2265.24%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
81,298
shares
|
$2.16 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
81,084
shares
|
$2.15 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
80,924
shares
|
$2.15 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
79,837
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
79,615
shares
|
$2.12 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
79,488
shares
|
$2.11 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
79,350
shares
|
$2.11 Million
1.67% of portfolio
|
Q2 2025
Reduced 65.27%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
79,272
shares
|
$2.11 Million
0.28% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
79,076
shares
|
$2.1 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
78,773
shares
|
$2.09 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
78,516
shares
|
$2.09 Million
1.32% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
78,500
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
78,149
shares
|
$2.08 Million
0.37% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
78,025
shares
|
$2.07 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.03%
|