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 |
|---|---|---|---|---|---|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
52,929
shares
|
$1.41 Million
0.91% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
52,726
shares
|
$1.4 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
52,496
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
52,324
shares
|
$1.39 Million
0.56% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
52,310
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
52,230
shares
|
$1.39 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Oct 28, 2025 Q3 2025 |
52,076
shares
|
$1.38 Million
0.84% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
52,000
shares
|
$1.38 Million
1.29% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
51,991
shares
|
$1.38 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
51,913
shares
|
$1.38 Million
0.45% of portfolio
|
Q3 2025
Added 19.91%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 22, 2025 Q3 2025 |
51,656
shares
|
$1.37 Million
0.36% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
51,639
shares
|
$1.37 Million
0.55% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 14, 2025 Q2 2025 |
51,606
shares
|
$1.37 Million
1.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
51,595
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 49.86%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
51,442
shares
|
$1.37 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
51,183
shares
|
$1.36 Million
0.78% of portfolio
|
Q2 2025
Added 60.24%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
51,177
shares
|
$1.36 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
51,083
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
51,054
shares
|
$1.36 Million
0.32% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
51,029
shares
|
$1.36 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
50,800
shares
|
$1.35 Million
1.19% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
50,600
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
50,559
shares
|
$1.34 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,364
shares
|
$1.34 Million
0.98% of portfolio
|
Q1 2024
Added 10.56%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
50,266
shares
|
$1.34 Million
0.15% of portfolio
|
Q3 2025
New holding
|