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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,564
shares
|
$785,515
0.17% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
29,526
shares
|
$784,505
0.02% of portfolio
|
Q2 2025
Added 51.59%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
29,396
shares
|
$781,051
0.14% of portfolio
|
Q3 2025
Added 43.45%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
29,371
shares
|
$780,387
0.29% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
29,107
shares
|
$773,372
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2025 Q2 2025 |
28,970
shares
|
$769,732
0.25% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
28,659
shares
|
$761,469
0.41% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
28,597
shares
|
$759,822
0.52% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
28,538
shares
|
$758,254
0.02% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
28,451
shares
|
$755,943
0.66% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
28,430
shares
|
$755,385
0.08% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
28,430
shares
|
$755,385
0.01% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
28,388
shares
|
$754,269
0.28% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
28,349
shares
|
$753,232
0.03% of portfolio
|
Q3 2025
Added 77.4%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
28,332
shares
|
$752,781
0.18% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
28,300
shares
|
$751,931
0.34% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
28,267
shares
|
$751,054
0.41% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
28,120
shares
|
$747,148
0.35% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
27,994
shares
|
$743,800
0.18% of portfolio
|
Q1 2025
Added 33.3%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
27,991
shares
|
$743,720
0.13% of portfolio
|
Q3 2025
Reduced 53.86%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
27,918
shares
|
$741,781
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
27,902
shares
|
$741,356
0.08% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
27,810
shares
|
$738,911
0.29% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
27,775
shares
|
$737,981
0.16% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
27,724
shares
|
$736,626
0.05% of portfolio
|
Q2 2025
Added 0.06%
|