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 2,022 institutions that hold shares in the stock, with a total of 839 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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,636,892
shares
|
$43.5 Million
0.09% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,632,590
shares
|
$43.4 Million
7.56% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
1,622,840
shares
|
$43.1 Million
22.55% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,594,721
shares
|
$42.4 Million
12.01% of portfolio
|
Q3 2025
Reduced 29.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,582,325
shares
|
$42 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
1,581,000
shares
|
$42 Million
1.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,572,774
shares
|
$41.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,551,276
shares
|
$41.2 Million
0.09% of portfolio
|
Q2 2025
Added 135.2%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
1,527,743
shares
|
$40.6 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,525,168
shares
|
$40.5 Million
9.02% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,497,161
shares
|
$39.8 Million
0.28% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,483,361
shares
|
$39.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,479,211
shares
|
$39.3 Million
0.94% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
1,457,109
shares
|
$38.7 Million
2.26% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,444,389
shares
|
$38.4 Million
10.16% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
1,423,540
shares
|
$37.8 Million
6.38% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,369,767
shares
|
$36.4 Million
0.39% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
1,369,190
shares
|
$36.4 Million
8.24% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,331,808
shares
|
$35.4 Million
2.95% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,328,370
shares
|
$35.3 Million
0.49% of portfolio
|
Q2 2025
Added 24.06%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
1,318,633
shares
|
$35 Million
0.5% of portfolio
|
Q2 2025
Added 33.16%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
1,307,298
shares
|
$34.7 Million
19.81% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,290,814
shares
|
$34.3 Million
2.56% of portfolio
|
Q3 2022
Added 1379.87%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
1,285,407
shares
|
$34.2 Million
11.76% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,280,742
shares
|
$34 Million
0.48% of portfolio
|
Q2 2025
Reduced 12.18%
|