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 |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
36,565
shares
|
$971,532
0.83% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
36,552
shares
|
$971,186
2.86% of portfolio
|
Q4 2022
Added 64.6%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
36,388
shares
|
$966,829
0.26% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
36,350
shares
|
$965,819
0.07% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
36,308
shares
|
$964,703
0.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
36,226
shares
|
$962,524
0.08% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
36,085
shares
|
$958,778
0.37% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
36,046
shares
|
$957,742
0.07% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
35,884
shares
|
$953,437
0.15% of portfolio
|
Q2 2025
Added 17.74%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
35,752
shares
|
$949,930
0.07% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
35,635
shares
|
$946,821
0.41% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
35,470
shares
|
$942,437
0.3% of portfolio
|
Q3 2025
Added 95.33%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
35,341
shares
|
$939,010
0.63% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
35,093
shares
|
$932,421
0.1% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
35,035
shares
|
$930,879
0.47% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
35,022
shares
|
$930,534
0.03% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
34,937
shares
|
$928,276
0.24% of portfolio
|
Q2 2025
Reduced 89.19%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
34,801
shares
|
$924,662
0.56% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
34,796
shares
|
$924,529
0.63% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
34,774
shares
|
$923,945
0.82% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
34,735
shares
|
$922,908
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
34,534
shares
|
$917,568
0.11% of portfolio
|
Q4 2024
Added 123.58%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
34,502
shares
|
$916,718
0.48% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
34,485
shares
|
$916,266
0.33% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
34,365
shares
|
$913,078
0.18% of portfolio
|
Q3 2025
Added 1.1%
|