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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
21,031
shares
|
$572,884
0.05% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
21,022
shares
|
$572,639
0.07% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
20,976
shares
|
$571,386
0.19% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,884
shares
|
$568,880
0.47% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
20,884
shares
|
$568,880
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
20,871
shares
|
$568,526
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
20,851
shares
|
$567,981
0.01% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
20,802
shares
|
$566,646
0.05% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
20,655
shares
|
$562,642
0.3% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
20,634
shares
|
$562,070
0.36% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
20,607
shares
|
$561,334
0.1% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
20,567
shares
|
$560,245
0.07% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
20,360
shares
|
$554,606
0.08% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
20,326
shares
|
$553,680
0.07% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
20,299
shares
|
$552,944
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
20,219
shares
|
$550,765
0.02% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
20,200
shares
|
$550,248
0.27% of portfolio
|
Q4 2025
Added 51.88%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
20,040
shares
|
$545,889
0.18% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
20,010
shares
|
$545,072
0.12% of portfolio
|
Q4 2025
Reduced 1.23%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
19,971
shares
|
$544,010
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
19,944
shares
|
$543,274
0.19% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,894
shares
|
$541,912
0.38% of portfolio
|
Q4 2022
Added 6.57%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
19,746
shares
|
$537,881
0.08% of portfolio
|
Q4 2025
Reduced 14.91%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
19,674
shares
|
$535,919
0.01% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
19,624
shares
|
$534,557
0.38% of portfolio
|
Q4 2024
Added 239.75%
|
|