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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
12,226
shares
|
$324,844
0.17% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
12,176
shares
|
$323,516
0.46% of portfolio
|
Q2 2023
Reduced 50.77%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
12,114
shares
|
$321,868
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
12,081
shares
|
$320,992
0.37% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
11,982
shares
|
$318,361
0.01% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
11,967
shares
|
$317,963
0.06% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,962
shares
|
$317,830
0.01% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
11,931
shares
|
$317,006
0.06% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
11,926
shares
|
$316,873
0.06% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,919
shares
|
$316,687
0.0% of portfolio
|
Q2 2023
Added 23.17%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
11,886
shares
|
$315,811
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
11,884
shares
|
$315,757
0.05% of portfolio
|
Q3 2025
Added 1311.4%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
11,866
shares
|
$315,279
0.07% of portfolio
|
Q4 2024
Added 202.94%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,851
shares
|
$314,881
0.56% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
11,802
shares
|
$313,579
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
11,797
shares
|
$313,446
0.09% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,781
shares
|
$313,021
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
11,771
shares
|
$312,755
0.12% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
11,760
shares
|
$312,463
0.12% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
11,744
shares
|
$312,038
0.01% of portfolio
|
Q2 2025
Reduced 75.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,738
shares
|
$311,878
0.08% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
11,669
shares
|
$310,045
0.19% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,667
shares
|
$309,992
0.01% of portfolio
|
Q4 2024
Added 132.78%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
11,650
shares
|
$309,540
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
11,576
shares
|
$307,574
0.08% of portfolio
|
Q2 2025
Added 11.22%
|