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 |
|---|---|---|---|---|---|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
71,198
shares
|
$1.89 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
71,153
shares
|
$1.89 Million
0.3% of portfolio
|
Q3 2025
Reduced 19.63%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
71,116
shares
|
$1.89 Million
0.23% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
71,084
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
71,056
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2025
Added 43.82%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
70,640
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2025
Reduced 55.11%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
70,347
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
70,159
shares
|
$1.86 Million
0.45% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
69,996
shares
|
$1.86 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
69,614
shares
|
$1.85 Million
0.19% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
69,574
shares
|
$1.85 Million
0.79% of portfolio
|
Q3 2025
Reduced 80.12%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
69,390
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
69,065
shares
|
$1.84 Million
5.49% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
68,915
shares
|
$1.83 Million
1.42% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
68,507
shares
|
$1.82 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
68,332
shares
|
$1.82 Million
0.39% of portfolio
|
Q3 2025
Added 38.73%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
68,184
shares
|
$1.81 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
67,962
shares
|
$1.81 Million
0.26% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
67,943
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2025
Added 69.58%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
67,890
shares
|
$1.8 Million
0.41% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
67,185
shares
|
$1.79 Million
1.02% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
67,114
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
67,075
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 201.35%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
67,020
shares
|
$1.78 Million
0.42% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
66,987
shares
|
$1.78 Million
0.42% of portfolio
|
Q2 2025
Added 43.59%
|