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 2,063 institutions that hold shares in the stock, with a total of 866 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 |
|---|---|---|---|---|---|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
41,103
shares
|
$1.12 Million
0.48% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,667
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
40,653
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
40,495
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2025
Reduced 4.91%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
40,430
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
40,398
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
40,266
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
39,869
shares
|
$1.09 Million
0.37% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
39,568
shares
|
$1.08 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
|
$1.08 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
39,441
shares
|
$1.07 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
39,381
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
39,376
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
39,310
shares
|
$1.07 Million
0.73% of portfolio
|
Q3 2025
Reduced 41.08%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
39,157
shares
|
$1.07 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
39,095
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
38,873
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
38,869
shares
|
$1.06 Million
0.27% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
38,781
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,721
shares
|
$1.05 Million
1.82% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
38,652
shares
|
$1.05 Million
0.65% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Colorado Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
38,637
shares
|
$1.05 Million
0.4% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
38,630
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2025
Reduced 22.51%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
38,471
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2025
Added 14.13%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
38,456
shares
|
$1.05 Million
0.29% of portfolio
|
Q4 2022
Added 14.17%
|
|