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 |
|---|---|---|---|---|---|
|
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%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
25,129
shares
|
$667,677
0.32% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
25,069
shares
|
$666,083
0.02% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
25,033
shares
|
$665,126
0.43% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
24,974
shares
|
$663,559
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
24,883
shares
|
$661,141
0.02% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
24,825
shares
|
$659,600
0.53% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
24,804
shares
|
$659,042
0.54% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
24,696
shares
|
$656,172
0.03% of portfolio
|
Q4 2024
Added 189.11%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
24,598
shares
|
$653,568
0.1% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
24,558
shares
|
$652,506
0.12% of portfolio
|
Q2 2025
Added 90.62%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
24,464
shares
|
$650,008
0.09% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
24,391
shares
|
$648,068
0.3% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
24,326
shares
|
$646,341
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
24,319
shares
|
$646,155
0.05% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
24,283
shares
|
$645,199
0.07% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
24,226
shares
|
$643,684
0.22% of portfolio
|
Q2 2025
Reduced 70.69%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,098
shares
|
$640,283
0.1% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
23,942
shares
|
$636,138
0.41% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
23,912
shares
|
$635,341
0.42% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
23,887
shares
|
$634,677
0.13% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
23,837
shares
|
$633,349
0.04% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
23,828
shares
|
$633,109
0.48% of portfolio
|
Q2 2025
Added 137.4%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
23,780
shares
|
$631,834
0.23% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
23,699
shares
|
$629,682
0.1% of portfolio
|
Q2 2025
Reduced 1.7%
|