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 |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
34,226
shares
|
$909,384
0.21% of portfolio
|
Q3 2025
Reduced 97.31%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
34,045
shares
|
$904,575
0.06% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
33,979
shares
|
$902,822
0.24% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
33,967
shares
|
$902,503
1.19% of portfolio
|
Q2 2025
Added 238.15%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
33,892
shares
|
$900,510
0.1% of portfolio
|
Q2 2025
Added 43.55%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
33,707
shares
|
$895,594
0.08% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
33,692
shares
|
$895,196
0.11% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
33,609
shares
|
$892,991
0.03% of portfolio
|
Q2 2025
Reduced 57.6%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
33,357
shares
|
$886,295
1.64% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
33,349
shares
|
$886,082
0.06% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
33,260
shares
|
$883,718
0.03% of portfolio
|
Q2 2025
Added 189.72%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
33,109
shares
|
$879,706
0.45% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
33,092
shares
|
$879,254
0.07% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
33,089
shares
|
$879,174
0.05% of portfolio
|
Q3 2025
Added 432.06%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
33,073
shares
|
$878,749
0.03% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
32,966
shares
|
$875,906
0.04% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
32,946
shares
|
$875,375
0.3% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
32,653
shares
|
$867,590
0.42% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
32,405
shares
|
$861,000
0.03% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
32,351
shares
|
$859,566
0.26% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
32,345
shares
|
$859,406
0.21% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
32,215
shares
|
$855,952
0.04% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
32,210
shares
|
$855,819
0.1% of portfolio
|
Q3 2025
Reduced 94.91%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
32,210
shares
|
$855,819
0.47% of portfolio
|
Q2 2025
Added 70.83%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
31,942
shares
|
$848,698
0.05% of portfolio
|
Q2 2025
Reduced 6.61%
|