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 2,028 institutions that hold shares in the stock, with a total of 838 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,946
shares
|
$583,105
0.06% of portfolio
|
Q1 2025
Added 61.53%
|
|
|
Martin Capital Partners, LLC
|
Oct 03, 2025 Q3 2025 |
21,916
shares
|
$582,308
0.23% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
21,911
shares
|
$582,175
0.39% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
21,875
shares
|
$581,218
0.33% of portfolio
|
Q1 2025
Added 44.46%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,854
shares
|
$580,660
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
21,826
shares
|
$579,916
0.01% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,660
shares
|
$575,506
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
21,575
shares
|
$573,247
0.12% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
21,524
shares
|
$571,892
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 21, 2025 Q3 2025 |
21,480
shares
|
$570,723
0.22% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,448
shares
|
$569,873
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,446
shares
|
$569,820
0.04% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
21,353
shares
|
$567,349
0.05% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
21,303
shares
|
$566,020
0.22% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
21,097
shares
|
$560,547
0.26% of portfolio
|
Q2 2025
Added 50.48%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
21,086
shares
|
$560,255
0.64% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
20,976
shares
|
$557,332
0.19% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,884
shares
|
$554,887
0.47% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
20,871
shares
|
$554,542
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
20,851
shares
|
$554,011
0.01% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
20,802
shares
|
$552,709
0.05% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
20,771
shares
|
$551,885
0.17% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
20,607
shares
|
$547,527
0.1% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
20,567
shares
|
$546,465
0.07% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
20,537
shares
|
$545,668
0.33% of portfolio
|
Q2 2025
Reduced 0.95%
|