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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
26,338
shares
|
$699,800
0.01% of portfolio
|
Q2 2025
Added 75.81%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
26,244
shares
|
$697,303
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
26,181
shares
|
$695,629
0.07% of portfolio
|
Q2 2025
Reduced 88.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,170
shares
|
$695,336
0.0% of portfolio
|
Q2 2025
Added 44.71%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2025 Q3 2025 |
26,153
shares
|
$694,885
0.54% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
26,118
shares
|
$693,955
0.16% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
26,096
shares
|
$693,370
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
25,945
shares
|
$689,358
0.54% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
25,910
shares
|
$688,428
0.24% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
25,908
shares
|
$688,375
0.41% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
25,833
shares
|
$686,382
0.1% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,811
shares
|
$685,798
0.04% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
25,810
shares
|
$685,771
0.19% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
25,731
shares
|
$683,672
0.04% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
25,671
shares
|
$682,078
0.06% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
25,668
shares
|
$681,998
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
25,657
shares
|
$681,706
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
25,575
shares
|
$679,527
0.54% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
25,557
shares
|
$679,049
0.1% of portfolio
|
Q2 2025
Added 52.6%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
25,449
shares
|
$676,179
0.4% of portfolio
|
Q3 2025
Reduced 28.03%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
25,407
shares
|
$675,063
0.17% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
25,345
shares
|
$673,416
0.74% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
25,340
shares
|
$673,283
0.14% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
25,265
shares
|
$671,291
0.42% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
25,249
shares
|
$670,865
0.58% of portfolio
|
Q3 2025
Reduced 2.34%
|