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 2,064 institutions that hold shares in the stock, with a total of 867 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
43,245
shares
|
$1.18 Million
0.51% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
42,792
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2025
Added 62.67%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
42,740
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2025
Added 52.69%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
42,687
shares
|
$1.16 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
42,630
shares
|
$1.16 Million
2.47% of portfolio
|
Q2 2022
Added 2.3%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
42,627
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 20, 2026 Q4 2025 |
42,574
shares
|
$1.16 Million
1.13% of portfolio
|
Q4 2025
Added 5.17%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
42,475
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
42,455
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
42,277
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2025
Added 140.43%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
42,270
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
42,223
shares
|
$1.15 Million
0.24% of portfolio
|
Q2 2024
Reduced 10.62%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
41,941
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
41,890
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
41,763
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 33.42%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
41,732
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.81%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
41,722
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
41,680
shares
|
$1.14 Million
0.46% of portfolio
|
Q4 2025
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
41,642
shares
|
$1.13 Million
0.23% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
41,641
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
41,483
shares
|
$1.13 Million
0.26% of portfolio
|
Q4 2025
Added 10.42%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
41,452
shares
|
$1.13 Million
0.59% of portfolio
|
Q4 2025
Reduced 6.13%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
41,369
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Added 25.83%
|
|
|
Retirement Guys Formula LLC
|
Jan 23, 2026 Q4 2025 |
41,350
shares
|
$1.13 Million
0.54% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
41,124
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2024
Added 9.96%
|
|