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 |
|---|---|---|---|---|---|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
77,982
shares
|
$2.07 Million
2.31% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
77,668
shares
|
$2.06 Million
0.15% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Miramar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
77,609
shares
|
$2.06 Million
0.5% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
76,939
shares
|
$2.04 Million
0.84% of portfolio
|
Q1 2024
Added 465.77%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
76,851
shares
|
$2.04 Million
1.07% of portfolio
|
Q2 2025
Added 62.12%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
76,618
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
76,143
shares
|
$2.02 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
76,117
shares
|
$2.02 Million
0.39% of portfolio
|
Q2 2025
Added 14.92%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,359
shares
|
$2 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
75,277
shares
|
$2 Million
0.35% of portfolio
|
Q3 2022
Reduced 9.27%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
75,174
shares
|
$2 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
75,082
shares
|
$1.99 Million
0.68% of portfolio
|
Q2 2025
Added 57.09%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
75,000
shares
|
$1.99 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
74,846
shares
|
$1.99 Million
0.12% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
74,664
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
74,621
shares
|
$1.98 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
74,331
shares
|
$1.97 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
73,839
shares
|
$1.96 Million
0.1% of portfolio
|
Q3 2025
Added 219.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
73,585
shares
|
$1.96 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
73,558
shares
|
$1.95 Million
1.42% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
73,495
shares
|
$1.95 Million
0.31% of portfolio
|
Q3 2025
Reduced 76.3%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
73,470
shares
|
$1.95 Million
0.09% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
72,785
shares
|
$1.93 Million
0.28% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
72,768
shares
|
$1.93 Million
1.5% of portfolio
|
Q3 2025
New holding
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
72,323
shares
|
$1.92 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.41%
|