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 |
|---|---|---|---|---|---|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
27,715
shares
|
$736,387
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
27,594
shares
|
$733,172
0.08% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
27,552
shares
|
$732,056
0.14% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
27,441
shares
|
$729,107
0.07% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
27,345
shares
|
$726,556
0.09% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,325
shares
|
$726,025
0.2% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
27,290
shares
|
$725,095
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
27,220
shares
|
$723,235
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
27,186
shares
|
$722,332
0.22% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
27,108
shares
|
$720,259
0.0% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
26,992
shares
|
$717,177
0.26% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
26,983
shares
|
$716,938
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
26,832
shares
|
$712,926
0.08% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
26,807
shares
|
$712,261
1.5% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
26,700
shares
|
$709,419
1.23% of portfolio
|
Q3 2023
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
26,689
shares
|
$709,126
0.12% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
26,628
shares
|
$707,505
0.13% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
26,593
shares
|
$706,576
0.66% of portfolio
|
Q2 2025
Added 73769.44%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
26,513
shares
|
$704,450
0.01% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
26,510
shares
|
$704,370
0.08% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
26,501
shares
|
$704,131
0.02% of portfolio
|
Q3 2025
Added 32.79%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
26,456
shares
|
$702,935
0.12% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
26,393
shares
|
$701,262
0.2% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
26,392
shares
|
$701,235
0.17% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
26,367
shares
|
$700,571
0.03% of portfolio
|
Q2 2025
Added 4.59%
|