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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
39,492
shares
|
$1.05 Million
0.47% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
39,441
shares
|
$1.05 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
39,432
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
39,418
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
39,095
shares
|
$1.04 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
39,062
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2025
Added 95.05%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
39,007
shares
|
$1.04 Million
0.39% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
38,869
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,721
shares
|
$1.03 Million
1.82% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,672
shares
|
$1.03 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
38,652
shares
|
$1.03 Million
0.65% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
38,646
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 21.26%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
38,456
shares
|
$1.02 Million
0.29% of portfolio
|
Q4 2022
Added 14.17%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
38,361
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
38,275
shares
|
$1.02 Million
0.4% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
37,954
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
37,570
shares
|
$998,234
0.26% of portfolio
|
Q3 2025
Added 98.92%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
37,466
shares
|
$995,471
0.66% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
37,440
shares
|
$994,780
0.33% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
37,114
shares
|
$986,118
0.36% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
37,066
shares
|
$984,843
0.07% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
37,038
shares
|
$984,099
0.01% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
37,030
shares
|
$983,887
0.15% of portfolio
|
Q2 2025
Reduced 34.56%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
36,999
shares
|
$983,063
1.85% of portfolio
|
Q1 2023
Added 12.52%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
36,730
shares
|
$975,916
0.21% of portfolio
|
Q2 2025
Added 73.39%
|