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 |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
16,420
shares
|
$436,279
0.44% of portfolio
|
Q3 2025
Added 25.72%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
16,291
shares
|
$432,851
0.37% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
16,285
shares
|
$432,692
0.04% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
16,198
shares
|
$430,380
0.09% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Oct 07, 2025 Q2 2025 |
16,163
shares
|
$429,450
0.0% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
16,101
shares
|
$427,803
0.05% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
16,063
shares
|
$426,793
0.87% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
15,978
shares
|
$424,535
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
15,951
shares
|
$423,818
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
15,880
shares
|
$421,931
0.31% of portfolio
|
Q3 2025
Added 101.57%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
15,841
shares
|
$420,895
0.24% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
15,829
shares
|
$420,576
0.11% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
15,821
shares
|
$420,363
0.3% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,806
shares
|
$419,965
0.1% of portfolio
|
Q3 2022
Added 28.97%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
15,799
shares
|
$419,779
0.08% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
15,783
shares
|
$419,354
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
15,775
shares
|
$419,141
0.25% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
15,773
shares
|
$419,088
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
15,773
shares
|
$419,088
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
15,652
shares
|
$415,873
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
15,413
shares
|
$409,523
0.05% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,397
shares
|
$409,098
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
15,394
shares
|
$409,018
0.02% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
15,393
shares
|
$408,992
0.02% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
15,383
shares
|
$408,726
0.04% of portfolio
|
Q3 2025
Reduced 21.4%
|