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 2,061 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 |
|---|---|---|---|---|---|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
22,697
shares
|
$618,266
0.62% of portfolio
|
Q4 2025
Reduced 16.63%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
22,692
shares
|
$618,130
0.05% of portfolio
|
Q4 2024
Added 202.76%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
22,673
shares
|
$617,612
1.52% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
22,641
shares
|
$616,740
0.07% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
22,638
shares
|
$616,659
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
22,548
shares
|
$614,207
0.26% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
22,451
shares
|
$611,565
0.03% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
22,376
shares
|
$609,522
0.11% of portfolio
|
Q4 2025
Added 11.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
22,349
shares
|
$608,786
0.1% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
22,331
shares
|
$608,296
0.07% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
22,296
shares
|
$607,343
0.09% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
22,148
shares
|
$603,311
0.45% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
22,049
shares
|
$600,614
0.06% of portfolio
|
Q4 2025
Reduced 3.22%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
21,957
shares
|
$598,108
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
21,897
shares
|
$596,474
0.34% of portfolio
|
Q4 2025
Reduced 13.96%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
21,875
shares
|
$595,875
0.33% of portfolio
|
Q1 2025
Added 44.46%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
21,575
shares
|
$587,703
0.11% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,541
shares
|
$586,776
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
21,500
shares
|
$585,660
0.59% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
21,365
shares
|
$581,982
0.22% of portfolio
|
Q4 2025
Reduced 2.51%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
21,361
shares
|
$581,873
0.21% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
21,353
shares
|
$581,655
0.05% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,346
shares
|
$581,465
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
21,153
shares
|
$576,207
0.24% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
21,086
shares
|
$574,382
0.64% of portfolio
|
Q3 2024
Added 1.9%
|
|