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 |
|---|---|---|---|---|---|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
18,175
shares
|
$482,909
0.19% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Oct 15, 2025 Q3 2025 |
18,051
shares
|
$479,615
1.01% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
17,956
shares
|
$477,090
0.05% of portfolio
|
Q2 2025
Added 46.05%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
17,921
shares
|
$476,160
0.08% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
17,863
shares
|
$474,619
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
17,830
shares
|
$473,743
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
17,797
shares
|
$472,866
0.04% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
17,783
shares
|
$472,494
0.03% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,741
shares
|
$471,378
0.19% of portfolio
|
Q4 2024
Added 67.7%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,714
shares
|
$470,660
0.12% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
17,697
shares
|
$470,209
0.17% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
17,673
shares
|
$469,571
0.03% of portfolio
|
Q2 2025
Added 68.31%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
17,658
shares
|
$469,173
0.08% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
17,624
shares
|
$468,269
0.39% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
17,588
shares
|
$467,313
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
17,584
shares
|
$467,206
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
17,509
shares
|
$465,214
0.16% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
17,505
shares
|
$465,107
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
17,443
shares
|
$463,460
0.17% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
17,431
shares
|
$463,141
0.06% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
17,428
shares
|
$463,061
0.13% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
17,375
shares
|
$461,653
0.36% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
17,371
shares
|
$461,547
0.22% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
17,345
shares
|
$460,856
0.09% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
17,275
shares
|
$458,996
0.23% of portfolio
|
Q3 2025
Reduced 21.37%
|