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 2,056 institutions that hold shares in the stock, with a total of 872 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
1,228,111
shares
|
$33.5 Million
3.54% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,209,629
shares
|
$33 Million
11.87% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,209,473
shares
|
$32.9 Million
4.91% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,208,861
shares
|
$32.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 18.51%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
1,205,070
shares
|
$32.8 Million
0.71% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,203,188
shares
|
$32.8 Million
0.08% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
1,197,392
shares
|
$32.6 Million
7.52% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
1,184,492
shares
|
$32.3 Million
12.58% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,183,407
shares
|
$32.2 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,177,029
shares
|
$32.1 Million
2.08% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
1,174,403
shares
|
$32 Million
1.42% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,172,084
shares
|
$31.9 Million
7.36% of portfolio
|
Q2 2025
Added 37.4%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,107,033
shares
|
$30.2 Million
0.22% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Argent Capital Management LLC
|
Jan 05, 2026 Q4 2025 |
1,086,931
shares
|
$29.6 Million
0.82% of portfolio
|
Q4 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
1,079,456
shares
|
$29.4 Million
1.6% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,051,797
shares
|
$28.7 Million
2.4% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,037,255
shares
|
$28.3 Million
1.76% of portfolio
|
Q3 2025
Added 17.5%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
1,036,120
shares
|
$28.2 Million
3.82% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
1,034,362
shares
|
$28.2 Million
2.74% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
1,033,815
shares
|
$28.2 Million
7.61% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
1,022,613
shares
|
$27.9 Million
8.83% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,019,722
shares
|
$27.8 Million
0.6% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
1,016,178
shares
|
$27.7 Million
6.05% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,015,767
shares
|
$27.7 Million
0.35% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
1,003,845
shares
|
$27.3 Million
1.88% of portfolio
|
Q3 2025
Added 0.73%
|
|