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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
45,217
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
45,180
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
45,150
shares
|
$1.2 Million
0.3% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
45,037
shares
|
$1.2 Million
0.64% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
44,632
shares
|
$1.19 Million
0.75% of portfolio
|
Q4 2021
Added 75.26%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
44,588
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
44,566
shares
|
$1.18 Million
0.84% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
44,388
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
44,380
shares
|
$1.18 Million
0.48% of portfolio
|
Q3 2025
Reduced 30.03%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
44,159
shares
|
$1.17 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
43,875
shares
|
$1.17 Million
0.36% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,797
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
43,587
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
43,106
shares
|
$1.15 Million
0.53% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
43,016
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
42,832
shares
|
$1.14 Million
0.26% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
42,687
shares
|
$1.13 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
42,630
shares
|
$1.13 Million
2.47% of portfolio
|
Q2 2022
Added 2.3%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
42,627
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
42,585
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
42,503
shares
|
$1.13 Million
0.23% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
42,455
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
42,420
shares
|
$1.13 Million
0.27% of portfolio
|
Q2 2025
Added 30.85%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
42,270
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
42,223
shares
|
$1.12 Million
0.24% of portfolio
|
Q2 2024
Reduced 10.62%
|