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 2,030 institutions that hold shares in the stock, with a total of 841 Million shares, which have been reported (via 13F filing form) to have a value of $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
42,223
shares
|
$1.12 Million
0.24% of portfolio
|
Q2 2024
Reduced 10.62%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
42,038
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
41,890
shares
|
$1.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
41,763
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Added 33.42%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
41,732
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.81%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
41,722
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
41,641
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
41,369
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Added 25.83%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
41,360
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2025
Added 282.08%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
41,237
shares
|
$1.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
41,124
shares
|
$1.09 Million
0.51% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,667
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
40,653
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
40,509
shares
|
$1.08 Million
0.63% of portfolio
|
Q2 2025
Added 22.84%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
40,482
shares
|
$1.08 Million
1.03% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
40,477
shares
|
$1.08 Million
0.49% of portfolio
|
Q2 2025
Reduced 61.21%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
40,398
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Oct 22, 2025 Q3 2025 |
40,266
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
40,109
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
40,069
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
39,916
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
39,900
shares
|
$1.06 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
39,615
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 59.78%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
39,568
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2025
Added 29.7%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
39,524
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.95%
|