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 2,024 institutions that hold shares in the stock, with a total of 839 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 |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
15,326
shares
|
$407,211
0.02% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
15,274
shares
|
$405,830
0.13% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
15,196
shares
|
$403,757
0.03% of portfolio
|
Q2 2025
Added 7732.99%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
15,176
shares
|
$403,226
0.01% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 15, 2025 Q3 2025 |
15,161
shares
|
$402,827
0.21% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
15,090
shares
|
$400,941
0.26% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Oct 10, 2025 Q3 2025 |
15,060
shares
|
$400,144
0.33% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
15,044
shares
|
$399,719
0.3% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,034
shares
|
$399,453
0.67% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
15,034
shares
|
$399,453
0.05% of portfolio
|
Q2 2025
Reduced 28.68%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
15,005
shares
|
$398,682
0.05% of portfolio
|
Q2 2025
Added 21.62%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
15,000
shares
|
$398,550
0.12% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
14,883
shares
|
$395,441
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
14,831
shares
|
$394,059
0.05% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Silver Lake Advisory, LLC
|
Oct 14, 2025 Q3 2025 |
14,829
shares
|
$394,006
0.16% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
14,739
shares
|
$391,615
0.33% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
14,735
shares
|
$391,508
0.19% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
14,712
shares
|
$390,897
0.02% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
14,662
shares
|
$389,569
0.06% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
14,620
shares
|
$388,453
0.21% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
14,617
shares
|
$388,373
0.14% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
14,595
shares
|
$387,789
0.09% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
14,507
shares
|
$385,450
0.05% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
14,476
shares
|
$384,627
0.09% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
14,457
shares
|
$384,122
0.21% of portfolio
|
Q2 2025
Reduced 3.45%
|