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 |
|---|---|---|---|---|---|
|
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%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
13,806
shares
|
$366,825
0.02% of portfolio
|
Q3 2025
Added 3259.12%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
13,789
shares
|
$366,373
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
13,738
shares
|
$365,018
0.08% of portfolio
|
Q1 2025
Added 4220.13%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
13,730
shares
|
$364,806
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
13,730
shares
|
$364,806
0.19% of portfolio
|
Q2 2025
Reduced 36.73%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
13,645
shares
|
$362,547
0.03% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
13,630
shares
|
$362,149
0.17% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,563
shares
|
$360,368
0.34% of portfolio
|
Q4 2024
Added 210.37%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
13,550
shares
|
$360,023
0.21% of portfolio
|
Q3 2025
Added 40.34%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
13,519
shares
|
$359,199
0.81% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
13,455
shares
|
$357,499
0.07% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
13,350
shares
|
$354,709
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
13,300
shares
|
$353,381
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
13,269
shares
|
$352,557
0.03% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
13,269
shares
|
$352,557
0.16% of portfolio
|
Q4 2024
Added 209.52%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
13,193
shares
|
$350,538
0.03% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,162
shares
|
$349,714
0.03% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
13,136
shares
|
$349,023
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
13,125
shares
|
$348,731
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
13,089
shares
|
$347,774
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
13,060
shares
|
$347,004
0.1% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
13,055
shares
|
$346,871
0.02% of portfolio
|
Q2 2025
Reduced 23.47%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
13,026
shares
|
$346,100
0.09% of portfolio
|
Q4 2024
Added 200.0%
|