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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
62,074
shares
|
$1.65 Million
0.13% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
61,766
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
61,746
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
61,518
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
61,407
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
61,230
shares
|
$1.63 Million
0.43% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
60,739
shares
|
$1.61 Million
0.7% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
60,706
shares
|
$1.61 Million
0.59% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
60,535
shares
|
$1.61 Million
0.51% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
60,081
shares
|
$1.6 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
59,907
shares
|
$1.59 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
59,718
shares
|
$1.59 Million
1.09% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
59,689
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
59,625
shares
|
$1.58 Million
0.55% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
59,592
shares
|
$1.58 Million
2.04% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,515
shares
|
$1.58 Million
0.41% of portfolio
|
Q1 2023
Added 5.58%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
59,489
shares
|
$1.58 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
59,388
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Added 22.4%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
59,326
shares
|
$1.58 Million
0.91% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
58,916
shares
|
$1.57 Million
0.75% of portfolio
|
Q4 2024
Added 206.47%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 07, 2025 Q3 2025 |
58,813
shares
|
$1.56 Million
1.09% of portfolio
|
Q3 2025
Reduced 58.95%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
58,560
shares
|
$1.56 Million
1.18% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
58,492
shares
|
$1.55 Million
0.49% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
58,130
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
57,772
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 25.37%
|