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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
17,181
shares
|
$456,499
0.21% of portfolio
|
Q3 2025
Added 19.86%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
17,163
shares
|
$456,020
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
17,153
shares
|
$455,755
0.03% of portfolio
|
Q2 2025
Reduced 53.21%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
17,146
shares
|
$455,569
0.15% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
17,133
shares
|
$455,223
0.02% of portfolio
|
Q2 2025
Added 20.1%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
17,082
shares
|
$453,868
0.11% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
17,055
shares
|
$453,151
0.69% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
17,022
shares
|
$452,274
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
17,016
shares
|
$452,115
0.29% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
17,002
shares
|
$451,743
0.14% of portfolio
|
Q3 2025
Added 92.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
16,948
shares
|
$450,308
0.05% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
16,922
shares
|
$449,617
0.16% of portfolio
|
Q3 2025
Added 40.91%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
16,815
shares
|
$446,774
0.05% of portfolio
|
Q3 2025
Added 33.09%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
16,804
shares
|
$446,482
0.04% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
16,738
shares
|
$444,728
0.41% of portfolio
|
Q1 2025
Added 47.73%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
16,693
shares
|
$443,533
0.29% of portfolio
|
Q3 2025
Reduced 92.19%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
16,669
shares
|
$442,895
0.02% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
16,641
shares
|
$442,151
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
16,564
shares
|
$440,105
0.12% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,531
shares
|
$439,228
0.18% of portfolio
|
Q2 2025
Added 38.44%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
16,518
shares
|
$438,883
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
16,509
shares
|
$438,644
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
16,475
shares
|
$437,740
0.47% of portfolio
|
Q3 2025
Added 17.53%
|