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 2,022 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 |
|---|---|---|---|---|---|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,016,613
shares
|
$27 Million
2.79% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
1,016,178
shares
|
$27 Million
6.05% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,004,274
shares
|
$26.7 Million
0.65% of portfolio
|
Q2 2025
Added 17.63%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
996,545
shares
|
$26.5 Million
2.04% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
982,022
shares
|
$26.1 Million
3.73% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
978,581
shares
|
$26 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
961,956
shares
|
$25.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 49.79%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
954,662
shares
|
$25.4 Million
1.57% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
954,063
shares
|
$25.3 Million
9.19% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
953,822
shares
|
$25.3 Million
3.78% of portfolio
|
Q4 2024
Added 216.01%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
951,194
shares
|
$25.3 Million
8.4% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
950,714
shares
|
$25.3 Million
1.73% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
925,274
shares
|
$24.6 Million
9.49% of portfolio
|
Q2 2025
Reduced 33.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
924,802
shares
|
$24.6 Million
0.16% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
922,143
shares
|
$24.5 Million
9.52% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
921,785
shares
|
$24.5 Million
5.5% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
909,561
shares
|
$24.2 Million
19.71% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
908,983
shares
|
$24.2 Million
9.06% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
906,123
shares
|
$24.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
904,156
shares
|
$24 Million
1.24% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
901,858
shares
|
$24 Million
7.16% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
895,068
shares
|
$23.8 Million
0.74% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
889,213
shares
|
$23.6 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
882,954
shares
|
$23.5 Million
9.87% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
868,854
shares
|
$23.1 Million
0.89% of portfolio
|
Q2 2025
Added 8.84%
|