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 865 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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
18,473
shares
|
$503,204
0.03% of portfolio
|
Q3 2025
Added 119.79%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
18,364
shares
|
$500,235
0.3% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
18,261
shares
|
$497,429
0.17% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
18,243
shares
|
$496,939
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
18,222
shares
|
$496,367
0.28% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
18,208
shares
|
$495,985
0.09% of portfolio
|
Q2 2025
Added 80.05%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
18,200
shares
|
$495,768
0.73% of portfolio
|
Q1 2024
Added 3.57%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,170
shares
|
$494,950
0.04% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
18,027
shares
|
$491,055
0.14% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
17,956
shares
|
$489,121
0.05% of portfolio
|
Q2 2025
Added 46.05%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,849
shares
|
$486,206
0.16% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
17,830
shares
|
$485,689
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
17,783
shares
|
$484,408
0.03% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
17,754
shares
|
$483,618
0.08% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,741
shares
|
$483,264
0.19% of portfolio
|
Q4 2024
Added 67.7%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
17,728
shares
|
$482,910
0.0% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,714
shares
|
$482,529
0.12% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
17,706
shares
|
$482,311
0.03% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
17,644
shares
|
$480,622
0.01% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
17,624
shares
|
$480,077
0.39% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
17,565
shares
|
$478,470
0.19% of portfolio
|
Q4 2025
Added 18.45%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
17,565
shares
|
$478,470
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
17,548
shares
|
$478,007
0.15% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
17,505
shares
|
$476,836
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
17,463
shares
|
$475,692
0.03% of portfolio
|
Q3 2025
Reduced 1.19%
|
|