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 2,022 institutions that hold shares in the stock, with a total of 839 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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,258,786
shares
|
$33.4 Million
3.6% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,209,629
shares
|
$32.1 Million
11.87% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,209,473
shares
|
$32.1 Million
4.91% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,205,516
shares
|
$32 Million
10.18% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
1,201,552
shares
|
$31.9 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
1,197,392
shares
|
$31.8 Million
7.52% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,196,005
shares
|
$31.8 Million
3.42% of portfolio
|
Q2 2025
Added 3673.01%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
1,184,492
shares
|
$31.5 Million
12.58% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
1,174,403
shares
|
$31.2 Million
1.42% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
1,174,249
shares
|
$31.2 Million
3.61% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,173,654
shares
|
$31.2 Million
2.31% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,172,084
shares
|
$31.1 Million
7.36% of portfolio
|
Q2 2025
Added 37.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,170,654
shares
|
$31.1 Million
1.67% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,164,012
shares
|
$30.9 Million
2.13% of portfolio
|
Q2 2025
Reduced 33.66%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,140,296
shares
|
$30.3 Million
0.08% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,131,527
shares
|
$30.1 Million
9.12% of portfolio
|
Q2 2025
Reduced 29.59%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
1,112,718
shares
|
$29.6 Million
2.16% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,093,224
shares
|
$29 Million
3.26% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,084,360
shares
|
$28.8 Million
4.22% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,054,329
shares
|
$28 Million
0.66% of portfolio
|
Q2 2025
Reduced 28.76%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,037,255
shares
|
$27.6 Million
1.76% of portfolio
|
Q3 2025
Added 17.5%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,036,541
shares
|
$27.5 Million
2.82% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,029,248
shares
|
$27.3 Million
0.24% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
1,022,613
shares
|
$27.2 Million
8.83% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,020,323
shares
|
$27.1 Million
2.45% of portfolio
|
Q1 2025
Reduced 3.73%
|