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 2,061 institutions that hold shares in the stock, with a total of 865 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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
34,365
shares
|
$936,102
0.18% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
34,045
shares
|
$927,385
0.06% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
34,041
shares
|
$927,276
0.19% of portfolio
|
Q4 2025
Reduced 13.35%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
34,017
shares
|
$926,623
0.04% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
33,468
shares
|
$911,668
0.38% of portfolio
|
Q3 2025
Reduced 17.32%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
33,435
shares
|
$910,769
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
33,358
shares
|
$908,671
0.06% of portfolio
|
Q3 2025
Added 135.43%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
33,357
shares
|
$908,644
1.64% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
33,331
shares
|
$907,936
0.03% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
33,211
shares
|
$904,667
0.01% of portfolio
|
Q3 2025
Added 22.01%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
33,185
shares
|
$903,959
0.38% of portfolio
|
Q4 2025
Reduced 6.88%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
33,108
shares
|
$901,861
0.07% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
33,089
shares
|
$901,344
0.05% of portfolio
|
Q3 2025
Added 432.06%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
32,861
shares
|
$895,133
0.22% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
32,806
shares
|
$893,635
0.51% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
32,653
shares
|
$889,467
0.42% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
32,448
shares
|
$883,883
0.05% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
32,405
shares
|
$882,712
0.03% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
32,198
shares
|
$877,073
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
32,075
shares
|
$873,723
0.15% of portfolio
|
Q4 2025
Added 9.11%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
31,893
shares
|
$868,765
0.06% of portfolio
|
Q4 2025
Reduced 13.96%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
31,877
shares
|
$868,329
0.42% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
31,862
shares
|
$867,920
0.2% of portfolio
|
Q4 2025
Reduced 67.41%
|
|
|
Vanguard Capital Wealth Advisors
|
Jan 16, 2026 Q4 2025 |
31,809
shares
|
$866,477
0.73% of portfolio
|
Q4 2025
Reduced 13.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
31,745
shares
|
$864,733
0.05% of portfolio
|
Q3 2025
Added 1.39%
|
|