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 |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
66,713
shares
|
$1.77 Million
1.25% of portfolio
|
Q2 2025
Reduced 31.9%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
66,304
shares
|
$1.76 Million
1.3% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
66,247
shares
|
$1.76 Million
0.5% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
66,006
shares
|
$1.75 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
65,950
shares
|
$1.75 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
65,943
shares
|
$1.75 Million
1.17% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
65,495
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
65,432
shares
|
$1.74 Million
0.32% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
65,427
shares
|
$1.74 Million
0.17% of portfolio
|
Q2 2025
Added 75.61%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
64,893
shares
|
$1.72 Million
0.37% of portfolio
|
Q2 2025
Reduced 68.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
64,859
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.01%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
64,691
shares
|
$1.72 Million
0.47% of portfolio
|
Q2 2024
Added 94.29%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
64,434
shares
|
$1.71 Million
0.53% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
64,325
shares
|
$1.71 Million
0.44% of portfolio
|
Q3 2025
Reduced 29.48%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
64,225
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2025
Added 68.9%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
64,054
shares
|
$1.7 Million
1.27% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
63,737
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
63,626
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Added 46.42%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
63,472
shares
|
$1.69 Million
0.43% of portfolio
|
Q3 2025
Reduced 50.95%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
63,394
shares
|
$1.68 Million
0.12% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
63,213
shares
|
$1.68 Million
0.67% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
63,143
shares
|
$1.68 Million
0.51% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
63,119
shares
|
$1.68 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
62,258
shares
|
$1.65 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
62,188
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.39%
|