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 |
|---|---|---|---|---|---|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
20,522
shares
|
$545,269
0.19% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
20,510
shares
|
$544,950
0.07% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
20,362
shares
|
$541,018
0.07% of portfolio
|
Q2 2025
Reduced 93.17%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
20,343
shares
|
$540,513
0.32% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
20,260
shares
|
$538,308
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
20,233
shares
|
$537,590
0.03% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
20,219
shares
|
$537,218
0.02% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
20,179
shares
|
$536,156
0.11% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
20,174
shares
|
$536,023
0.06% of portfolio
|
Q2 2025
Added 51.14%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
20,069
shares
|
$533,233
0.61% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$531,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
19,944
shares
|
$529,912
0.19% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,894
shares
|
$528,583
0.38% of portfolio
|
Q4 2022
Added 6.57%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
19,871
shares
|
$527,972
0.08% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
19,854
shares
|
$527,520
0.12% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
19,691
shares
|
$523,189
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
19,674
shares
|
$522,738
0.01% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
19,624
shares
|
$521,409
0.38% of portfolio
|
Q4 2024
Added 239.75%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
19,572
shares
|
$520,028
1.76% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
19,564
shares
|
$519,815
0.08% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
19,564
shares
|
$519,815
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,556
shares
|
$519,602
0.03% of portfolio
|
Q4 2024
Added 197.7%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
19,554
shares
|
$519,549
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
19,509
shares
|
$518,354
0.22% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
19,478
shares
|
$517,530
0.0% of portfolio
|
Q2 2025
Reduced 50.68%
|