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 2,065 institutions that hold shares in the stock, with a total of 866 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
24,464
shares
|
$666,399
0.09% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
24,391
shares
|
$664,410
0.3% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
24,336
shares
|
$662,912
0.35% of portfolio
|
Q3 2025
Reduced 21.25%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
24,326
shares
|
$662,640
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
24,308
shares
|
$662,149
0.16% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
24,283
shares
|
$661,468
0.07% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Jan 28, 2026 Q4 2025 |
24,065
shares
|
$655,530
0.05% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
23,836
shares
|
$649,292
0.39% of portfolio
|
Q4 2025
Reduced 5.66%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
23,832
shares
|
$649,183
0.48% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
23,828
shares
|
$649,074
0.48% of portfolio
|
Q2 2025
Added 137.4%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
23,766
shares
|
$647,385
0.0% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
23,732
shares
|
$646,459
0.14% of portfolio
|
Q3 2025
Added 25.61%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,565
shares
|
$641,910
0.01% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Successful Portfolios LLC
|
Jan 22, 2026 Q4 2025 |
23,564
shares
|
$641,883
0.33% of portfolio
|
Q4 2025
Added 49.38%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
23,490
shares
|
$639,867
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
23,379
shares
|
$636,843
0.22% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
23,329
shares
|
$635,481
0.05% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jan 28, 2026 Q4 2025 |
23,249
shares
|
$633,302
0.03% of portfolio
|
Q4 2025
Added 18.84%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 20, 2026 Q4 2025 |
23,245
shares
|
$633,193
0.07% of portfolio
|
Q4 2025
Reduced 30.28%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
23,179
shares
|
$631,395
0.18% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,070
shares
|
$628,426
0.05% of portfolio
|
Q4 2023
Reduced 16.72%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
23,020
shares
|
$627,064
0.07% of portfolio
|
Q3 2025
Added 35.83%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
23,014
shares
|
$626,901
0.01% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
22,983
shares
|
$626,056
0.44% of portfolio
|
Q2 2025
Reduced 48.93%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
22,912
shares
|
$624,122
0.48% of portfolio
|
Q4 2025
Reduced 7.55%
|
|