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 |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
49,983
shares
|
$1.33 Million
1.22% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
49,860
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
49,850
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
49,762
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
49,713
shares
|
$1.32 Million
1.23% of portfolio
|
Q3 2025
Reduced 13.2%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
49,563
shares
|
$1.32 Million
0.45% of portfolio
|
Q2 2025
Added 19.96%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
49,403
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
49,285
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Added 410.62%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
49,270
shares
|
$1.31 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
48,231
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
48,224
shares
|
$1.28 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
47,866
shares
|
$1.27 Million
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
47,789
shares
|
$1.27 Million
2.14% of portfolio
|
Q4 2022
Added 41.28%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
47,498
shares
|
$1.26 Million
0.63% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
47,447
shares
|
$1.26 Million
0.67% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
47,438
shares
|
$1.26 Million
0.85% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
47,284
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
47,268
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
47,111
shares
|
$1.25 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
46,955
shares
|
$1.25 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
46,835
shares
|
$1.24 Million
0.97% of portfolio
|
Q2 2025
Added 19.15%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
46,434
shares
|
$1.23 Million
1.47% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
46,195
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
45,730
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
45,386
shares
|
$1.21 Million
0.25% of portfolio
|
Q3 2025
Added 2.39%
|