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 |
|---|---|---|---|---|---|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
12,970
shares
|
$344,612
0.05% of portfolio
|
Q2 2025
Added 37.91%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
12,960
shares
|
$344,347
0.01% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
12,950
shares
|
$344,081
0.01% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
12,930
shares
|
$343,550
0.19% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
12,927
shares
|
$343,470
0.09% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
12,921
shares
|
$343,310
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
12,918
shares
|
$343,231
0.05% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
12,894
shares
|
$342,593
0.03% of portfolio
|
Q2 2025
Added 28.49%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
12,867
shares
|
$341,876
0.09% of portfolio
|
Q2 2025
Reduced 91.68%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
12,857
shares
|
$341,610
0.21% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
12,765
shares
|
$339,166
0.01% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
12,754
shares
|
$338,873
0.05% of portfolio
|
Q3 2025
Added 60.23%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
12,727
shares
|
$338,156
0.15% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,697
shares
|
$337,359
0.03% of portfolio
|
Q4 2024
Added 170.44%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
12,650
shares
|
$336,110
0.0% of portfolio
|
Q3 2025
Added 39.78%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
12,631
shares
|
$335,605
0.35% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
12,626
shares
|
$335,472
0.02% of portfolio
|
Q3 2025
Reduced 21.26%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
12,606
shares
|
$334,941
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
12,580
shares
|
$334,250
0.0% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
12,561
shares
|
$333,745
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
12,507
shares
|
$332,310
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
12,497
shares
|
$332,045
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
12,415
shares
|
$329,866
0.16% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
12,352
shares
|
$328,192
0.01% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
12,342
shares
|
$327,926
0.2% of portfolio
|
Q2 2025
Reduced 44.73%
|