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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
31,310
shares
|
$831,906
0.05% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
31,209
shares
|
$829,223
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
31,160
shares
|
$827,921
0.23% of portfolio
|
Q4 2024
Added 209.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
31,150
shares
|
$827,655
0.32% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
31,117
shares
|
$826,778
0.14% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
31,082
shares
|
$825,848
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
31,050
shares
|
$824,998
0.23% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
31,030
shares
|
$824,467
0.08% of portfolio
|
Q3 2025
Added 27.08%
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
30,937
shares
|
$821,996
0.69% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
30,901
shares
|
$821,039
0.45% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
30,838
shares
|
$819,365
0.32% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
30,705
shares
|
$815,831
0.18% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
30,515
shares
|
$810,783
0.02% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,513
shares
|
$810,730
0.94% of portfolio
|
Q3 2023
Added 54.53%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
30,414
shares
|
$808,099
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
30,398
shares
|
$807,674
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
30,380
shares
|
$807,196
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
30,315
shares
|
$805,469
0.21% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
30,230
shares
|
$803,211
0.19% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
30,071
shares
|
$798,986
0.13% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
29,945
shares
|
$795,638
1.45% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
29,927
shares
|
$795,160
0.15% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
29,646
shares
|
$787,694
0.46% of portfolio
|
Q4 2024
Added 174.14%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
29,612
shares
|
$786,790
0.22% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
29,600
shares
|
$786,472
0.04% of portfolio
|
Q2 2025
Added 1.5%
|