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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
19,397
shares
|
$515,378
0.03% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
19,255
shares
|
$511,605
0.25% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
19,224
shares
|
$510,781
0.22% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
19,219
shares
|
$510,648
0.23% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
19,139
shares
|
$508,523
0.91% of portfolio
|
Q4 2024
Added 251.11%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Oct 16, 2025 Q2 2025 |
19,136
shares
|
$508,443
0.39% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
19,029
shares
|
$505,600
0.01% of portfolio
|
Q4 2024
Added 197.75%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
18,981
shares
|
$504,325
0.04% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
18,893
shares
|
$501,987
0.12% of portfolio
|
Q2 2025
Added 24.78%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
18,812
shares
|
$499,834
0.12% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
18,797
shares
|
$499,436
0.17% of portfolio
|
Q2 2025
Reduced 25.92%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
18,707
shares
|
$497,044
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
18,701
shares
|
$496,885
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
18,624
shares
|
$494,839
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
18,587
shares
|
$493,856
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
18,535
shares
|
$492,474
0.35% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
18,530
shares
|
$492,342
0.07% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
18,473
shares
|
$490,827
0.03% of portfolio
|
Q3 2025
Added 119.79%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
18,403
shares
|
$488,967
0.3% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
18,364
shares
|
$487,931
0.3% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
18,313
shares
|
$486,576
0.23% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
18,280
shares
|
$485,699
0.01% of portfolio
|
Q2 2025
Reduced 20.61%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
18,261
shares
|
$485,194
0.17% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
18,260
shares
|
$485,168
0.16% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
18,243
shares
|
$484,716
0.38% of portfolio
|
Q3 2025
New holding
|