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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
57,759
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
57,725
shares
|
$1.53 Million
0.36% of portfolio
|
Q4 2022
Reduced 3.08%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
57,572
shares
|
$1.53 Million
0.27% of portfolio
|
Q3 2025
Added 83.51%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
57,174
shares
|
$1.52 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
57,127
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2025
Added 21.93%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
56,895
shares
|
$1.51 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
56,626
shares
|
$1.5 Million
0.33% of portfolio
|
Q3 2023
Added 5.55%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
56,373
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
56,364
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
55,979
shares
|
$1.49 Million
2.8% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
55,857
shares
|
$1.48 Million
0.99% of portfolio
|
Q2 2025
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
55,672
shares
|
$1.48 Million
0.45% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
55,553
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
55,540
shares
|
$1.48 Million
0.31% of portfolio
|
Q4 2024
Added 202.82%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
55,438
shares
|
$1.47 Million
0.14% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
55,214
shares
|
$1.47 Million
0.41% of portfolio
|
Q3 2025
Added 203.69%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
55,190
shares
|
$1.47 Million
0.19% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
55,002
shares
|
$1.46 Million
1.08% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
54,580
shares
|
$1.45 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
54,296
shares
|
$1.44 Million
0.97% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
54,170
shares
|
$1.44 Million
1.21% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
54,083
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 25.24%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
53,313
shares
|
$1.42 Million
0.58% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
53,287
shares
|
$1.42 Million
0.34% of portfolio
|
Q3 2025
Reduced 34.14%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
53,156
shares
|
$1.41 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.87%
|