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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
23,665
shares
|
$628,779
0.51% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
23,606
shares
|
$627,211
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
23,501
shares
|
$624,421
0.16% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
23,379
shares
|
$621,180
0.22% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
23,302
shares
|
$619,134
0.3% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
23,269
shares
|
$618,257
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
23,205
shares
|
$616,556
0.09% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
23,179
shares
|
$615,866
0.05% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
23,179
shares
|
$615,866
0.18% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,070
shares
|
$612,969
0.05% of portfolio
|
Q4 2023
Reduced 16.72%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
23,031
shares
|
$611,933
0.25% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
23,014
shares
|
$611,481
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
|
$610,658
0.44% of portfolio
|
Q2 2025
Reduced 48.93%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
22,911
shares
|
$608,745
0.07% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
22,885
shares
|
$608,054
0.13% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
22,815
shares
|
$606,194
0.33% of portfolio
|
Q2 2025
Reduced 30.58%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
22,782
shares
|
$605,317
0.06% of portfolio
|
Q3 2025
Reduced 12.39%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
22,711
shares
|
$603,431
0.07% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
22,692
shares
|
$602,926
0.05% of portfolio
|
Q4 2024
Added 202.76%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
22,673
shares
|
$602,421
1.52% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
22,638
shares
|
$601,491
0.01% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
22,215
shares
|
$590,252
0.22% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
22,148
shares
|
$588,472
0.45% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
22,065
shares
|
$586,267
0.18% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
21,957
shares
|
$583,397
0.17% of portfolio
|
Q4 2024
New holding
|