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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
14,432
shares
|
$383,458
0.03% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
14,422
shares
|
$383,192
0.2% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
14,414
shares
|
$382,979
0.28% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
14,350
shares
|
$381,279
0.33% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
14,333
shares
|
$380,827
0.02% of portfolio
|
Q3 2025
Added 51.02%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
14,301
shares
|
$379,977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
14,269
shares
|
$379,127
0.07% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
14,268
shares
|
$379,100
0.29% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
14,258
shares
|
$378,835
0.16% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
14,254
shares
|
$378,728
0.11% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
14,206
shares
|
$377,453
0.14% of portfolio
|
Q2 2025
Added 16.91%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
14,178
shares
|
$376,709
0.1% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
14,169
shares
|
$376,470
0.03% of portfolio
|
Q2 2025
Added 342.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,156
shares
|
$376,124
0.12% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
14,142
shares
|
$375,752
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
14,131
shares
|
$375,460
0.3% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
14,108
shares
|
$374,849
0.01% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
14,082
shares
|
$374,158
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
14,046
shares
|
$373,202
0.3% of portfolio
|
Q3 2025
Reduced 75.9%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
14,007
shares
|
$372,165
0.0% of portfolio
|
Q4 2024
Reduced 96.34%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
13,991
shares
|
$371,740
0.15% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,966
shares
|
$371,076
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
13,889
shares
|
$369,030
0.23% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
13,853
shares
|
$368,074
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
13,814
shares
|
$367,037
0.07% of portfolio
|
Q3 2025
Reduced 3.84%
|